Matthew Richeda and Christopher Farr, who managed $450 million in assets along with two associates at Merrill Lynch, have joined Rockefeller Capital Management in Denver, Colorado.
The addition will give Rockefeller, which manages about $19 billion, a presence in the state for the first time.
Richeda started his career in 1994 at A.G. Edwards and joined Merrill in 1996, according to his BrokerCheck record. Farr had worked at Merrill since 2011.
The team also includes two staff members, Christopher Nazzaro and Anna Miller.
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.
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