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Rockefeller has acquired a five-person advisory team from UBS, which manages about $400 million in assets. The team, known as The Tally McManus Group, includes Private Advisors Rusty Tally, John McManus, and Jon Maldonado, along with Senior Client Associate Nora Rocha and Client Associate Marisa Rubino. The team will now be part of Rockefeller's Global Family Office in Austin, Texas.
Tally, the most experienced team member, has 48 years in the industry, with the last 15 at UBS. McManus has 26 years of experience, also with 15 years at UBS, and has worked at Citicorp Securities, Scotia Capital Markets, Lehman Brothers, and Victory Capital Advisers. Maldonado registered in 2013, worked at Northwestern Mutual Investment Services, and joined UBS in 2016 after a brief stint at J.P. Morgan Securities.
Written By: John Washington, Data Research Analyst
John Washington is the Data Research Analyst at Dakota.
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