Rockefeller adds $850 million Merrill team
Greenwood Village, Colorado-based Brent Hablutzel and Zachary Bond-Stefo will operate as the Hablutzel Group.
Two advisers who had managed $850 million of assets at Merrill Lynch in the Denver area have joined Rockefeller Capital Management.
The four-person team, which is based in Greenwood Village, Colorado, operates as the Hablutzel Group.
The team is led by Brent Hablutzel, and includes Zachary Bond-Stefo and client associates Lori C. Caddey and Shayna Yallaly.
Hablutzel has 17 years of experience, all of it at Merrill, according to his BrokerCheck profile, while Bond-Stefo started his career at Merrill in 2019.
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