NEW YORK–(BUSINESS WIRE) – Rockefeller Capital Administration (“Rockefeller” or the “Agency”) right now introduced the arrival of the Maentz Machlovich Group in Los Angeles, additional strengthening the agency’s presence within the Southwest Division underneath the management of Managing Director Nathan Crair.
Maentz Machlovitch Group is headed by Hans Maentz, Managing Director, Personal Wealth Advisor, and Bern A. Machlovitch, Managing Director, Personal Wealth Advisor. Supported by Ben Helvey, CFA®, SVP, Workforce Portfolio Supervisor, the trio are from Morgan Stanley Personal Wealth Administration. The group will proceed to work with excessive web price and extremely excessive web price households, with a specialization in offering institutional funding companies to Native American tribes and Alaska Native societies.
“Constructing on the continued progress of our personal wealth administration enterprise, we’re delighted to welcome Maentz Machlovitch Group to our group in California,” stated Crair. “The group’s deep expertise serving excessive web price people and households, together with its experience in offering options to the distinctive monetary companies wants of Native American tribes, will assist ship a differentiated wealth administration expertise to present purchasers and potential of this area. ”
Rockefeller has pursued constant and aggressive expansions throughout the US, most not too long ago in markets equivalent to San Antonio, Texas, Newport Seashore, California and Denver, Colorado.
To study extra concerning the new group, take a look at: rcm.rockco.com/maentzmachlovitchgroup/
About Rockefeller Capital Administration
Rockefeller Capital Administration is a number one unbiased and personal monetary companies agency offering world household workplace, asset administration and strategic advisory companies to excessive web price people and households, establishments and firms.