Rockefeller Capital Management acquires The Sargent Team from Morgan Stanley in New York. John Sargent and team produced a trailing $5 million, managing assets of $1.5 billion. Sargent was responsible for the launch of the highly successful “Weekend Journal” at Wall Street Journal publications.
In their other acquisition, Rockefeller bought on a $3.5M team that managed $500M in assets in Conshohocken PA – Harvey, Seese & Associates from Merrill Lynch. Jeffrey Harvey was elected Forbes “Best-in-State Wealth Advisors” from 2018 through 2020 and Sean Seese was Forbes “America’s Top Next-Generation Wealth Advisor” in 2017-2018 and then Forbes “Best-in-State Next-Generation Wealth Advisor” in 2019.
With an anchor investment from the Rockefeller Family and $550M from Viking Capital, together, they have launched an open architecture national PWM platform, with very sophisticated Family Offices Services, Global Traditional and Alternative Investment Management Solutions, and Investment Banking Capabilities. They intend to acquire some of the most reputable and largest 250 advisor/teams nationally offering top dollar economic packages.
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As the Editor of The Gershman Group, a boutique financial services consulting firm, TGG brings expertise in financial analysis, strategic planning, and market research. With a keen eye for detail and a passion for helping businesses navigate complex financial landscapes, TGG delivers insightful, high-quality content to empower informed decisions. Backed by years of industry experience, TGG makes complex topics accessible through clear and compelling communication, shaping the firm’s thought leadership and commitment to excellence in financial services.
