UBS Team Transitions to Rockefeller With $1 Billion

Rockefeller Capital Management landed a former UBS team that managed $1 billion to staff a new branch office, according to a person familiar with the group’s move. Bruce Tenenbaum and Andy Lam opened a new wealth management office for Rockefeller in San Francisco where they will cater to ultrahigh-net-worth clients, according to the firm which has focused on poaching top talent from wirehouses such as Merrill Lynch, Morgan Stanley and UBS.

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