confirmedWirehouse → RIA

Rockefeller Spring 2026 Hires

Merrill Lynch / UBSRockefeller Capital Management
Thursday, April 30, 2026
AUM

$5.0B

Revenue

$24.0M

Team Size

4

Location

Palo Alto, CA

Region

West

RockefellerMerrill LynchUBSmovesSpring Hiring
Destination Firm

Rockefeller Capital Management

Typeria
Advisors—
Total AUM~130B
Net 30d+4
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