NEW YORK--(BUSINESS WIRE)--Rockefeller Capital Management today announced that The Hassan Group, a respected advisory team, had joined the firm’s Rockefeller Global Family Office. It will be part of Rockefeller’s Northeastern Division, headed by Michael Parker.
Led by Richard Hassan, Managing Director and Private Wealth Advisor, The Hassan Group includes Matthew Holbrook, Senior Vice President and Private Wealth Advisor, and Gina Valle, Associate Vice President and PWM Director of Operations. The Hassan Group was previously with Alex. Brown, a division of Raymond James.
Earlier in the week, Rockefeller also welcomed theUgroup to its Southeast Division. TheUgroup includes John Uriostegui, Rod Nakamoto, David Sassen, and Regina Monroe.
“From the East to the West coasts, we’re proud that these and other elite professionals are viewing our firm as a place-of-choice for serving clients and developing a practice,” said Michael Outlaw, National Field Director of the Rockefeller Global Family Office.
Added Michael Parker, Northeast Divisional Director: “The Hassan team has a track record of strong performance and excellence in client service, and we’re delighted to have them as partners in the division.”
Rich Hassan brings 28 years of experience at Raymond James, Deutsche Bank, Alex. Brown and Morgan Stanley. Frequently recognized as one of Barron’s “Top 100 Advisors,” Rich has been featured in news coverage about hedged strategies and structured products. Matt Holbrook has worked as an advisor for the past 13 years with roles at Deutsche Bank, Alex. Brown, Citigroup, and Neuberger Berman. Gina Valle has worked in financial services since 1994, including 11 years with Deutsche Bank prior to the acquisition of the company’s private client business by Raymond James in 2015.
About Rockefeller Capital Management
Rockefeller Capital Management was established in 2018 as a leading independent, privately-owned financial services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra-high-net-worth and high-net-worth individuals and families, institutions and corporations from 40 locations across the United States. Early in 2022, the Firm opened an office in London. As of June 30, 2022, the Firm was responsible for approximately $90 billion in client assets across its three business segments, the Rockefeller Global Family Office, Rockefeller Asset Management and Rockefeller Strategic Advisory.