The US firm, founded in 2018 and with origins dating back to the family of oil tycoon John D Rockefeller, continues to add to its presence.

Rockefeller Capital Management has brought the Greenwood Village-based Hablutzel Group into its embrace, building out its presence in Colorado.

Led by managing director Brent Hablutzel, the team includes Zachary Bond-Stefo, vice president and private wealth advisor, Lori C Caddey, associate vice president, senior client associate, and Shayna Yallaly, registered client associate. The four-member team is joining from Merrill Lynch and will report to Michael Armondo, MD at Rockefeller Capital Management.

“Brent Hablutzel is one of the most highly regarded advisors in Colorado and well-respected in the wealth management industry,” said Armondo. “We’re very excited to welcome Brent and all the members of the Hablutzel Group to Rockefeller where they will be central to our growth plans for the region.”

The Hablutzel Group adds to Rockefeller’s presence in the Denver area, joining The Richeda and Farr Group welcomed by Rockefeller in 2021. 

Rockefeller Capital Management was established in 2018. Originally founded in 1882 as the family office of John D Rockefeller, it now advises ultra-high net worth and HNW clients across the US and, as of the end of 2021, it was responsible for about $95 billion in assets. It has three segments: The Rockefeller Global Family Office (including Private Wealth Management and Family Office), Rockefeller Asset Management and Rockefeller Strategic Advisory.