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$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.
Integrated Partners Nabs the Vedder Group
Press release content from Business Wire. The AP news staff was not involved in its creation.
Hybrid Registered Investment Advisory Firm The Vedder Group Joins Integrated Partners
March 8, 2021 GMT
BOSTON (BUSINESS WIRE) Mar 8, 2021
Integrated Partners, a national financial planning and registered investment advisory firm, announced today that The Vedder Group, of Tallahassee, Florida, has joined the organization as the newest partner firm. The four-person team was searching for a growth partner that offered a strong infrastructure, proven growth catalysts and an advisor-first ethos committed to helping the advisory firm expand its service offering for clients.
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“We did our due diligence, as you’d expect from any firm of our size making an important move,” said