Rockefeller Hires $4.5-Mln Morgan Stanley and $3-Mln Merrill Teams
February 24, 2020
Rockefeller Capital has added two more wirehouse notches to its widening belt, recruiting a $1.5 billion-asset team from Morgan Stanley Private Wealth in New York and a Philadelphia-area team from Merrill Lynch Wealth Management servicing about $500 million of client assets, according to sources.
The two-advisor team that Rockefeller hired to open its first Philadelphia-area outpost (in Conshohocken) is led by Jeff H. Harvey, who had been with Merrill for all of his almost 26-year brokerage career until Friday, according to his BrokerCheck history.
The team, which also includes 13-year Merrill lifetime broker Sean Seese, produced about $3 million, the Rockefeller spokeswoman said. In addition to the two brokers, they moved with three associates, while one remains at Merrill.