Rockefeller adds three teams managing $1.7 billion

Rockefeller adds three teams managing $1.7 billion
Former Morgan Stanley, Merrill Lynch advisers join Rockefeller in Boca Raton, Florida, and Chicago
JAN 15, 2021

Three wealth teams from wirehouses, collectively managing $1.7 billion, have joined Rockefeller Capital Management.

The three-adviser Faro Group in Boca Raton, Florida, which is led by Nelson Faro, managed $800 million at Morgan Stanley.

The three-adviser DBT Group, also in Boca Raton, is led by Marshall Duane. The team managed $600 million at Merrill Lynch.

The adviser duo at the Bergman Wealth Management Group, which is based in Chicago and led by Richard Bergman, managed $300 million at Merrill Lynch.

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