Rockefeller Capital Management today announced that theUgroup, a former Merrill Lynch team with $500 million in assets under management, has joined its private wealth management team.
The Los Angeles-based company was co-founded by John Uriostegui, chief executive, and Rod Nakamoto, senior vice president, who have worked together for nearly three decades. The team also includes David Sassen, Vice President, Private Wealth Analyst, and Regina Monroe, Vice President, Senior Client Associate.
The team offers a holistic approach to clients’ financial and day-to-day needs, according to its website. “We are here as trusted advisors to piece together each client’s financial puzzle,” he said.
Uriostegu and Nakamoto’s careers have paralleled each other since 1993, when they worked at Lehman Brothers Inc., according to BrokerCheck. Nakamota started his career there and Uriostegu joined the company after a year at Dean Witter Reynolds Inc. From there the two men went to Citigroup Global Markets Inc., where they spent 13 years before joining Deutsche Bank Securities Inc. in 2006. They left for JP Morgan Securities in 2011 and moved to Merrill Lynch in 2016.
The team will report to Nathan Crair, Managing Director and Head of the Southwest Division of New York-based Rockefeller Capital Management.