A five-person team managing $1.9 billion at UBS Financial Services in Boston has joined Rockefeller Capital Management.
The team, Knowlton Knowlton & Larsen, will be Rockefeller’s first group based in Boston.
The firm is led by Laurence Knowlton, who has 35 years of experience and had worked at UBS since 1995, according to his BrokerCheck report; Griffin Knowlton, who has 11 years of experience; and Wyatt Larsen, who has 22 years of experience and had worked at UBS since 2008.
The group also includes Jennifer Pearson and Sophia Morgan.
New chief executive Rich Steinmeier replaced Dan Arnold on October 1.
The global firm is navigating a crisis of confidence as an SEC and DOJ probe into its Western Asset Management business sparked a historic $37B exodus.
Beyond returns, asset managers have to elevate their relationship with digital applications and a multichannel strategy, says JD Power.
New survey finds varied levels of loyalty to advisors by generation.
Busy day for results, key data give markets concerns.
A great man died recently, but this did not make headlines. In fact, it barely even made the news. Maybe it’s because many have already mourned the departure of his greatest legacy: the 60/40 portfolio.
Discover the award-winning strategies behind Destiny Wealth Partners' client-centric approach.
