Rockefeller Capital Management has become one of the most sought-after options for advisors looking to deliver concierge-level service to ultra- and high net worth clients. National Field Director Michael Outlaw shares an insider’s perspective.
By Mindy Diamond, Forbes.com – A peek behind the curtains of these two firms demonstrates how the right combination of features has created a best-of-both-worlds model that stands out amongst the competition.
The 3rd of a 3-part series on the landscape of the wealth management industry explores today’s boutique firms – a quasi-independent model – focusing on the top 2 firms in particular: Rockefeller Capital Management and First Republic Wealth Management.
By Vicky Ge Huang and Mason Braswell, AdvisorHub – UBS Wealth Management USA this week lost three multi-million dollar teams, including a trio who left on Friday, who were generating a combined $15 million in production. In Houston, Texas, Rockefeller Capital Management on Friday lassoed a three-broker team led by Shay Scruggs, a 19-year industry veteran, that generated $5 million in revenue, according to a person familiar with the move. The group, which includes junior partners Kevin Wright and Trenton Hollas, who have four and five years of experience respectively, oversaw $500 million in client assets, the source said.
Mindy Diamond Quoted – By Jeff Benjamin, InvestmentNews – Greg Fleming’s launch of Rockefeller Capital Management is fully stocked with brand recognition and the lofty goal of growing assets under management to $100 billion within five years. “The Rockefeller name is incredibly sexy, but it’s not just the name that we’re talking about now,” said Mindy Diamond, president of the recruiting firm Diamond Consultants. “The Greg Fleming connection is really the interesting part of this,” she added. “He comes from the wirehouse world, and the language he speaks will resonate with brokers.”
