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Who's Moving Where In Wealth Management? - Rockefeller

Editorial Staff, May 3, 2021

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The latest senior moves in wealth and asset management from across the US.

Rockefeller Capital Management has added a team of advisors to its team in Newport Beach, California. The Oglevee and Devine Group previously worked at UBS.

The team includes:

-- Stefan Oglevee, managing director and private wealth advisor (father to “Max” Oglevee below); 
-- Janna Devine, senior vice president and private wealth advisor; 
-- Stefan "Max" Oglevee, VP and private wealth advisor; 
-- Justin Medeiros, associate VP and client service associate; and
-- Robb Lindell, associate and client service associate.

 The move comes after Rockefeller acquired its first team in Newport Beach, PBS Wealth Partners, earlier this year. The Oglevee and Devine Group, who cater to ultra-high net worth families and individuals in Southern California, will report to the MD of the southwest division, Nathan Crair.

Additional California-based teams are in Los Angeles, San Francisco, and Walnut Creek.

In January, RCM agreed to purchase Associated Banc-Corp’s wealth subsidiary Whitnell & Co to expand services to affluent Midwest families.

Recently, three members of the Rockefeller dynasty, built on Standard Oil, used the occasion to launch a new pressure group to stop US banks from financing fossil fuels. Fifth generation family members Daniel Growald, Peter Gill Case and Valerie Rockefeller have co-founded BankFWD, a collective agitating for the major investment banks to take a stronger stance on climate action. Since the Paris Agreement was signed, the six largest US banks have reportedly raised $988 billion to finance the fossil fuel industry.




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