Rockefeller Widens Texas Coverage

Editorial Staff

14 September 2020

Rockefeller Capital Management has added a Dallas, Texas-based wealth management firm to its private wealth management platform, following a similar recent addition of a firm in Scottsdale, Arizona.

Rockefeller is bringing in The Moore Group, which is led by Marie Moore, managing director and private wealth advisor. The team includes Shawn D Moore, senior vice president and PWA, Robin Barry, associate VP and client advisor, Emily H Lumley, senior associate and client associate, and Cassidy Steck, associate and client associate.

The Moore Group joins Rockefeller from Morgan Stanley. The move adds to the firm’s Central Division led by Michael Armondo, which added Houston-based Amsler, Laborde & Bowman last week.

The team is the 24th to join Rockefeller this year, and the fourth to join the firm during the month of September, Rockefeller said in a statement.

“With this addition we continue our focus on recruiting and retaining the premiere financial advisors in the industry,” Chris Randazzo, president of Private Wealth Management for Rockefeller Capital Management, said.

“We believe with the strength of our services and capabilities, teams like the Moore Group will be able to deliver the full power of Rockefeller to their clients.”