Rockefeller Capital Management Expands Private Wealth Business in Southwest Division, Adds Team in Los Angeles

Maentz Machlovitch Group joins with three industry veterans in California

NEW YORK--(BUSINESS WIRE)--Rockefeller Capital Management (“Rockefeller” or the “Firm”) today announced that Maentz Machlovitch Group has joined in Los Angeles, deepening the Firm’s presence in the Southwest Division under Managing Director Nathan Crair.

Maentz Machlovitch Group is led by Hans Maentz, Managing Director, Private Wealth Advisor, and Bern A. Machlovitch, Managing Director, Private Wealth Advisor. Supported by Ben Helvey, CFA^®, SVP, Team Portfolio Manager, the trio joins from Morgan Stanley Private Wealth Management. The team will continue to work with high net worth and ultra-high net worth families, with a specialization in providing institutional investment services to Native American Tribes and Alaskan Native Corporations.

“Building on the continued growth of our private wealth business, we are excited to welcome Maentz Machlovitch Group to our team in California,” said Crair. “The group’s deep experience in serving wealthy individuals and families, and their expertise in providing solutions to the unique financial services needs of Native American Tribes, will help provide a differentiated wealth management experience to current and prospective clients throughout this region.”

Rockefeller has pursued consistent and competitive expansions across the United States, most recently in markets including San Antonio, Texas, Newport Beach, California and Denver, Colorado.

More about the new team can be found at: rcm.rockco.com/maentzmachlovitchgroup/

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.