Rockefeller Capital Management Adds Private Wealth Team in Denver Region

Hablutzel Group Continues Firm’s Expansion across Colorado

Rockefeller Capital Management, the integrated financial advisory firm, today announced that the Greenwood Village-based Hablutzel Group has joined the company, furthering 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 Associate, and Shayna Yallaly, Registered Client Associate. The four-member team joins from Merrill Lynch and will report to Michael Armondo, Managing Director at Rockefeller Capital Management.

“Brent Hablutzel is one of the most highly regarded advisors in Colorado and well-respected in the wealth management industry,” said Armondo.” “We’re very excited to welcome Brent and all the members of the Hablutzel Group 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-Head of Rockefeller Global Family Office. “Brent and his team will expand our ability to offer clients in and beyond the Front Range Urban Corridor the kind of high-caliber, white-glove financial advice and services synonymous with the Rockefeller brand.”

The Hablutzel Group builds upon the Firm’s momentum in the Denver area, joining The Richeda and Farr Group welcomed by Rockefeller in 2021. More about The Hablutzel Group, including bios and an overview of services offered, can be found at Rcm.rockco.com/thehablutzelgroup/.

About Rockefeller Capital Management

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

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