$1.5 Billion Maentz Machlovitch Group Joins Rockefeller
Los Angeles–based Maentz Machlovitch Group that managed $1.5 billion at Morgan Stanley has joined Rockefeller Capital Management’s Southwest Division. The practice specializes in high-net-worth and ultra-high-net-worth families and provides institutional investment services to Native American tribes and Alaskan native corporations.
$1.1 Billion Team the Fortney Group Joins UBS
The Fortney Group joins UBS Financial from Morgan Stanley. The team, which managed $1.1 billion in client assets, is based in Houston. Grant Fortney, Scott Fortney and Michael B. Nichley and their three-member support staff provide wealth management services to ultra-high-net-worth individuals, families and executives.
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HOUSTON, March 11, 2021 /PRNewswire/ UBS announced today that a six-person team, The Fortney Group, joined the Private Wealth Management division of the firm in Houston, Texas.
The team manages approximately $1.1 billion in assets and is led by financial advisors Grant Fortney, Scott Fortney and Michael B. Nichley, CFA, who have more than 50 years of industry experience combined working with Ultra-High Net Worth individuals, families, and executives. Brandon Frey, Tami Grove, and Mary Patranella also join as part of the team. I m extremely excited that The Fortney Group are joining the firm, said Craig Vandegrift, Managing Director and South Texas Market Head at UBS Wealth Management USA. Together, they represent a high-quality team focused on creating the best possible client experience and outcome for the families they serve.
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