The latest senior moves in wealth and asset management from across the US.
Rockefeller Capital Management
Rockefeller Capital Management today announced that a team of four has joined its private wealth offering in Bloomfield Hills, Michigan.
The team is led by John Low, who will serve as managing director and private wealth advisor, and will include Kristen Palazeti, vice president and PWA, Jennifer Byrne, VP and client relationship manager and Tori Torango, client associate.
The firm, based in Southbury, Connecticut, manages about $350 million in assets. Green Wealth Management Group's five-person team includes founders and senior wealth advisors Alan Green, Lori DosSantos, and Andrew Heatley. Collectively, they have more than 30 years of experience as Merrill Lynch employees.
The group works with individuals, families, and businesses. Areas of specialty include retirement income planning, corporate retirement plans, stock options and concentrated positions, liability management and liquidity needs. All three principals have earned advanced professional certifications such as Certified Financial Planner™, Certified Plan Fiduciary Advisor, Certified Private Wealth Advisor ® and Chartered Retirement Planning CounselorSM.
In addition to the co-founders, the firm includes operations manager, Eva Goutzos and client service associate, Jane Stock.
The the Sanctuary Wealth network includes 47 partner firms across 19 states with over $15.0 billion in assets under advisement. The Sanctuary Wealth Group includes the fully-owned subsidiaries Sanctuary Advisors, a registered investment adviser, and the broker-dealer Sanctuary Securities, as well as Sanctuary Alternative Solutions, Sanctuary Insurance Solutions, Sanctuary Global, and Sanctuary Global Tax and Family Office.