Rockefeller Capital nabs $1.5 billion Truist team
The eight-member Atlantic Group has offices in Palm Beach, Florida, and Bethesda, Maryland.
An eight-member team managing $1.5 billion at Truist Investment Services in Palm Beach, Florida, and Bethesda, Maryland, has joined Rockefeller Capital Management, a New York-based firm managing $85 billion.
The leaders of the firm, Peter Clarke, Drew Karr and Neva Hagopian, had been affiliated with Truist and predecessor BB&T since 2013, and earlier were affiliated with Scott & Stringfellow.
They are joined in the move by Jack Traxler, Jack Mutchnik, Serena Burns, Caryn Minns and Natalie Smyth.
[More: See more adviser moves in InvestmentNews’ Advisers on the Move database.]
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