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Rockefeller Capital Management Broadens Private Wealth Business in California, Introduces First Newport Beach Team
February 26, 2021 GMT
NEW YORK (BUSINESS WIRE) Feb 26, 2021
Rockefeller Capital Management (“Rockefeller” or the “Firm”) today announced PBS Wealth Partners have become the firm’s first Newport Beach, California team to join their Southwest division under Managing Director Nathan Crair.
PBS Wealth Partners is led by Alpesh Patel, CPFA, CRPC®, Managing Director and Private Wealth Advisor, Matthew Birkett, CPFA, CPWA®, CFP®, Senior Vice President and Private Wealth Advisor and Darren Siegrist, CEPA, Vice President and Private Wealth Advisor. The team of five is joining from Merrill Lynch Wealth Management and will also include Hai Dang, CPFA and Team Chief Operating Officer as well as Chris Iwamasa, Associate Vice President and Senior Client As ....

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