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.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
