Rockefeller adds $850 million Merrill team

Two advisers who had managed $850 million of assets at Merrill Lynch in the Denver area have joined Rockefeller Capital Management.

The four-person team, which is based in Greenwood Village, Colorado, operates as the Hablutzel Group.
The team is led by Brent Hablutzel, and includes Zachary Bond-Stefo and client associates Lori C. Caddey and Shayna Yallaly.

Hablutzel has 17 years of experience, all of it at Merrill, according to his BrokerCheck profile, while Bond-Stefo started his career at Merrill in 2019.

[More: Morgan Stanley veteran Sharma joins Rockefeller]

The post Rockefeller adds $850 million Merrill team appeared first on InvestmentNews.

Andrew is half-human, half-gamer. He’s also a science fiction author writing for BleeBot.

Andrew Vincent
Andrew is half-human, half-gamer. He's also a science fiction author writing for BleeBot.
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