NEW YORK--(BUSINESS WIRE)--Rockefeller Capital Management (“Rockefeller” or the “Firm”) is continuing deliberate growth across the Private Wealth Business, having today announced the firm’s first San Antonio-based team to join in the Central Division.
Martin Lawyer Daniels is led by Elmer Martin, Managing Director and Private Wealth Advisor, Patty Lawyer, CRPC®, Managing Director and Private Wealth Advisor and Brett Daniels, CPWA®, First Vice President and Private Wealth Advisor. The team also includes Associate Vice Presidents and Senior Client Associates Judith Fernandez and Sylvia Hydrick, as well as Client Associate Terry Pawelek. The team comes to Rockefeller from Merrill Lynch Wealth Management and will report to Divisional Director Michael Armondo.
“Texas continues to be a significant market for clients seeking highly personalized advice coupled with the holistic approach to wealth management services we are able to offer in tandem with our Global Family Office,” said Armondo. “Martin Lawyer Daniels is perfectly matched to our culture and solution-driven approach, and we are very excited to welcome them to Rockefeller.”
Rockefeller has pursued consistent and competitive expansions across the United States, most recently in new markets including Newport Beach, California and Denver, Colorado in 2021. With the addition of Martin Lawyer Daniels, Rockefeller’s Private Wealth Business now includes 47 teams across the nation, and marks Rockefeller’s fourth location in the Central Division.
More about the new team can be found at: rcm.rockco.com/martinlawyerdaniels/
About Rockefeller Capital Management
Rockefeller Capital Management is a leading independent, privately-owned financial services firm offering global family office, asset management and strategic advisory services to ultra-high-net-worth individuals and families, institutions, and corporations.