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20 Jan, 2021
By Abdullah Khan
Rockefeller Capital Management LP added Boca Raton, Fla.-based The Faro Group and The DBT Group, and Chicago-based Bergman Wealth Management Group to its private wealth management business.
The Faro Group is led by Managing Director, Private Wealth Adviser and Portfolio Management Director Nelson Faro. The team joins Rockefeller from Morgan Stanley Wealth Management.
The DBT Group is led by Managing Director and Private Wealth Adviser Marshall Duane and The Bergman Wealth Management Group is directed by Managing Director and Private Wealth Adviser Richard Bergman. Both the DBT Group and the Bergman Wealth Management Group join from Merrill Lynch Wealth Management.
According to an InvestmentNews report, the Faro Group managed $800 million at Morgan Stanley, the DBT Group managed $600 million at Merrill Lynch and the advisers at Bergman Wealth Management managed $300 million at Merrill Lynch.