Rockefeller On A Roll – Lands Two More Teams

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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