NEW YORK--(BUSINESS WIRE)--Integrated financial advisory firm Rockefeller Capital Management (“Rockefeller” or the “Firm”) today announced three elite private wealth management teams – the FMC Group, Amsler, Laborde & Bowman, and the ZWMG Team – have joined the Firm. The teams will be based in Walnut Creek, CA, Houston, TX, and Scottsdale, AZ, respectively.
“The strategic expansion of our private wealth footprint allows us to offer the Rockefeller experience to a growing number of clients across the US,” said Chris Randazzo, President of Private Wealth Management for Rockefeller Capital Management. “We’re pleased that we continue to welcome to our company outstanding professionals who share our passion for innovation, customization, and unparalleled client service.”
The FMC Group, which includes Robert J. Fink, CPFA, ChFC®, CFP®, Managing Director and Private Wealth Advisor, Donny Chu, CPFA, CFP®, Senior Vice President and Private Wealth Advisor, John F. McMahon, JR., Senior Vice President and Business Development & Relationship Manager, Sue M. Badgley, Associate Vice President and Senior Client Relationship Manager, and Hillary Collins, Vice President and Team Business Manager & Private Wealth Analyst, join from Merrill Lynch.
As part of the Pacific Northwest Division led by Brian Riley, the FMC Group is the Firm’s first private wealth team in Walnut Creek, CA and leads Rockefeller’s expansion into the East Bay of San Francisco. More about the group can be found here: rcm.rockco.com/thefmcgroup/.
Amsler, Laborde & Bowman’s team of five, including Francis Amsler, CFA, CIMA, CFP, CDFA, Managing Director and Private Wealth Advisor, Marc Laborde, CEPA, Managing Director and Private Wealth Advisor, Christopher Bowman, CFP®,CAIA, CAP, Vice President and Private Wealth Advisor, Angie Bacon, Vice President, and Susan Bowman, Vice President, join from UBS.
The team will be Rockefeller’s third Houston-based private wealth team, adding to the expanding Central Division led by Michael Armondo. More about the team can be found here: rcm.rockco.com/amslerlabordebowman/.
ZWMG’s Jason Zilveti, CPWA®, CEPA, Managing Director and Private Wealth Advisor, Ryan Papez, CFP®, AWMA®, Vice President, Private Wealth Advisor and Frances Miranda, Associate Vice President and Senior Client Advisor, also join Rockefeller from UBS.
The group will be part of the Firm’s recently announced Scottsdale, AZ office where they will report to Nathan Crair, Southwest Divisional Director for Rockefeller. More about the group can be found here: rcm.rockco.com/zwmg/.
The Firm has added 23 private wealth teams this year as it continues to expand across its Northeast, Southeast, Central, Pacific Northwest and Southwest Divisions.
About Rockefeller Capital Management
Rockefeller Capital Management is a leading independent, privately-owned financial services firm offering global family office, asset management and strategic advisory services to ultra-high-net-worth individuals and families, institutions, and corporations.
