Rockefeller Global Family Office has hired two teams that managed $1.2 billion combined in client assets at Merrill Lynch and UBS Wealth Management USA, according to Advisor Hub, citing a source familiar with the moves.
The larger of the teams, Rhodes White Bazan Wealth Partners, is led by Greg Rhodes, Tim White, John Bazan and Hunter Kral. The Dallas-based team managed $1 billion in client assets and produced $8 million in annual revenue, according to the source.
The team includes five support staffers: Amy Lin, Ann Mcclain, Debra Young, Paulina Schwarzbeck and Julio Lopez.
Separately, a team th
