NEW YORK–(BUSINESS WIRE)–Rockefeller Capital Administration (“Rockefeller” or the “Agency”) is continuous deliberate development throughout the Non-public Wealth Enterprise, having at this time introduced the agency’s first San Antonio-based workforce to hitch within the Central Division.
Martin Lawyer Daniels is led by Elmer Martin, Managing Director and Non-public Wealth Advisor, Patty Lawyer, CRPC®, Managing Director and Non-public Wealth Advisor and Brett Daniels, CPWA®, First Vice President and Non-public Wealth Advisor. The workforce additionally consists of Affiliate Vice Presidents and Senior Shopper Associates Judith Fernandez and Sylvia Hydrick, in addition to Shopper Affiliate Terry Pawelek. The workforce involves Rockefeller from Merrill Lynch Wealth Administration and can report back to Divisional Director Michael Armondo.
“Texas continues to be a big marketplace for shoppers in search of extremely customized recommendation coupled with the holistic method to wealth administration providers we’re capable of supply in tandem with our International Household Workplace,” stated Armondo. “Martin Lawyer Daniels is completely matched to our tradition and solution-driven method, and we’re very excited to welcome them to Rockefeller.”
Rockefeller has pursued constant and aggressive expansions throughout the USA, most just lately in new markets together with Newport Seashore, California and Denver, Colorado in 2021. With the addition of Martin Lawyer Daniels, Rockefeller’s Non-public Wealth Enterprise now consists of 47 groups throughout the nation, and marks Rockefeller’s fourth location within the Central Division.
Extra in regards to the new workforce may be discovered at: rcm.rockco.com/martinlawyerdaniels/
About Rockefeller Capital Administration
Rockefeller Capital Administration is a number one impartial, privately-owned monetary providers agency providing international household workplace, asset administration and strategic advisory providers to ultra-high-net-worth people and households, establishments, and firms.