Rockefeller Capital Management Adds Private Wealth Team in Denver Area | Business

NEW YORK–(BUSINESS WIRE)–February 18, 2022–

Rockefeller Capital Management, the integrated financial advisory firm, today announced that Greenwood Village-based Hablutzel Group has joined the company, strengthening its presence in Colorado.

Led by Managing Director Brent Hablutzel, CPWA®, CPFA™, CRPC®, the team includes Zachary Bond-Stefo, Vice President and Private Wealth Advisor, Lori C. Caddey, Associate Vice President, Senior Client Partner, and Shayna Yallaly, Associate Registered Client. The four-member team comes from Merrill Lynch and will report to Michael Armondo, managing director of Rockefeller Capital Management.

“Brent Hablutzel is one of Colorado’s most highly regarded advisors and one of the most respected in the wealth management industry,” Armondo said. “We are very pleased to welcome Brent and all Hablutzel Group members to Rockefeller where they will be central to our growth plans for the region.”

“The need for advisors who can offer a personalized platform of investment solutions and services continues to grow across the country,” added Chris Dupuy, co-director of Rockefeller Global Family Office. “Brent and his team will expand our ability to provide clients in the Front Range Urban Corridor and beyond the kind of high-calibre financial advice and services synonymous with the Rockefeller brand.

The Hablutzel Group builds on the company’s momentum in the Denver area, joining the Richeda and Farr Group hosted by Rockefeller in 2021. Learn more about the Hablutzel Group, including biographies and an overview of services offered , go to

About Rockefeller Capital Management

Rockefeller Capital Management was established in 2018 as a leading independent, private financial services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the firm has evolved to provide strategic advice to ultra-high net worth and high net worth individuals and families, institutions and corporations from 32 offices across the United States. United States and, this year, in London. As of December 31, 2021, the company was responsible for approximately $95 billion in client assets across its three business segments, Rockefeller Global Family Office (including Private Wealth Management and Family Office), Rockefeller Asset Management and Rockefeller Strategic Advisory.

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SOURCE: Rockefeller Capital Management

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PUBLISHED: 2/18/2022 2:30 PM/DISC: 2/18/2022 2:32 PM

Copyright BusinessWire 2022.