Rockefeller Capital Management has added The Hambleton Fieler Group, marking its first Ohio-based private wealth team.
The eight-member team is joining from Merrill Lynch Wealth Management. It is headed by managing director and private wealth adviser Ross Hambleton and managing director and private wealth adviser Michael Fieler.
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They are supported by managing director and private wealth adviser Matthew Hambleton and, vice president and private wealth adviser Andrew Sullivan, Vice President and CIO Carrie Thomas.
Also, part of the team are vice president and team COO Margaret Hawk, lead administrative partner Marcy Maudlin and senior client associate Kathleen Stucker.
The Cincinnati-based team is under division director Michael Parker. Rockefeller’s private wealth business now has 49 teams across the US.
Parker noted: “The strategic expansion of our private wealth practice enables us to continue offering integrated services to a growing number of clients, and we could not be more excited to introduce these solutions to the Cincinnati market.
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By GlobalData“Teams like The Hambleton Fieler Group embody the Rockefeller mission and bring decades of combined experience to address the complex needs of wealthy individuals and families with a customised, holistic approach.”
Rockefeller provides global family office, asset management and strategic advisory services.
In September 2020, The Moore Group exited Morgan Stanley to join Rockefeller’s private wealth management platform.
Last year, three private wealth management teams – the FMC Group, Amsler, Laborde & Bowman, and the ZWMG Team – also joined Rockfeller.
The three will be based in Walnut Creek, Houston, and Scottsdale, respectively.
Earlier this year, Rockefeller agreed to buy Illinois-based Whitnell & Co., a wealth management and multi-family office services firm owned by Associated Banc-Corp.
A $1.4bn business, Whitnell will serve as the primary Midwest office for Rockefeller’s family office services.
