Rockefeller Capital Management has bolstered its private wealth management business by adding wealth teams The Faro Group, The DBT Groups, and The Bergman Wealth Management Group.
Based in Boca Raton, Florida, The Faro Group is headed by managing director, private wealth advisor and portfolio management director Nelson Faro.
The team also has Forrest as senior vice president, private wealth advisor and sports and entertainment director and Kyle Faro in the role of senior vice president and private wealth adviser.
They are joined by Private Wealth Advisor Rachel Baum, and senior client associates Janet Kolmetzky and Eileen Cambero. The team joins Rockefeller from Morgan Stanley Wealth Management.
Managing director and private wealth adviser Marshall Duane is in charge of The DBT Group, also headquartered in Boca Raton.
The team also includes senior vice president Christopher Bell, vice president and private wealth adviser Thomas Tabor, associate vice president and senior client associate Lisa Tarshis, analyst and private wealth adviser Mason Liu.
How well do you really know your competitors?
Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.
Your download email will arrive shortly
Not ready to buy yet? Download a free sample
We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below formBy GlobalData
The Bergman Wealth Management Group, based in Chicago, is led by managing director and private wealth adviser Richard Bergman.
The team also comprises vice president and private wealth adviser Clayton Balko, associate vice president and senior client associate Billie Danicek, and wealth management analyst Matthew Oye.
The DBT and Bergman teams join from Merrill Lynch Wealth Management, while the Faro team joins from Morgan Stanley Wealth Management.
Rockefeller’s Private Wealth practice now has 44 teams in the US.
Rockefeller’s Private Wealth Management practice national field director Chris Dupuy said: “We are pleased to be growing our presence in key markets in the Midwest and Southeast with high calibre teams like Bergman Wealth Management, and the DBT and Faro Groups.
“We look forward to the opportunity to offer our differentiated services to a growing number of clients in these regions.”
Rockefeller recently agreed to buy Illinois-based Whitnell & Co., a $1.4bn wealth management and multi-family office services firm owned by Associated Banc-Corp.
In September last year, The Moore Group exited Morgan Stanley to join Rockefeller Capital Management’s Private Wealth Management platform.