Rockefeller Capital Management says a team from Merrill Lynch that includes two advisors and about $550 million in client assets has joined it in Chicago.
CM Private Wealth is led by Bill Colwyn and Dan Mendelson. It includes COO Michelle McCabe. Colywyn has been in the business for 21 years and spent the past 12 years at Merrill, while Mendelson has 22 years of industry experience and all with Merrill for 12 years.
“There is a steadily growing need across the country for entrepreneurial advisors who can offer customized solutions to clients with complex financial lives and challenges,” according to Chris Randazzo, president of Private Wealth Management for Rockefeller. “Rockefeller is meeting this need in an increasing number of locations with the industry’s finest advisors like CM Private Wealth.”