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May 24, 2022


ROCKEFELLER LASSOES $2.2-MLN SOLO UBS PRIVATE WEALTH BROKER IN DALLAS

by Jake Martin
|
Advisor Moves, News
|
Rockefeller Capital Management, UBS
|
Texas
|
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Matthew Langhorst, who had been with UBS Wealth Management USA in Dallas since
2004, joined Rockefeller Capital Management on Monday.

Rockefeller Capital Management’s aggressive recruiting streak rolled on this
week with the hire of a solo UBS Wealth Management USA producer generating $2.2
million in annual revenue in Dallas, according to a source familiar with the
move.

Matthew Langhorst, a 21-year industry veteran who had been with UBS since 2004,
was managing roughly $300 million in client assets at his former firm, according
to the source. He and client associate Rebecca Hallman joined Rockefeller on
Monday, according to registration records.

The team, which is calling itself the Langhorst Wealth Management Group, is
reporting to central division director Michael Armondo. 

Langhorst, who did not respond to a request for comment sent via social media,
had started his career in 2000 with Morgan Stanley in Chicago and moved to the
Dallas-Fort Worth market upon leaving for UBS in 2004, according to his
registration records and Rockefeller bio.

He had been part of the Langhorst/Puri Wealth Management Group at UBS, according
to his former firm website. Jaspreet “Jesse” Puri, former assistant market head
for UBS in North Texas, since June 2021 has served as branch manager for UBS in
Sherman Oaks, Valencia, and Bakersfield, California, according to his LinkedIn
profile and UBS bio.

A spokeswoman for UBS declined to comment on Langhorst’s departure or whether he
was still working with Puri, who remains registered at UBS. Puri, who did not
respond to a request for comment sent via social media, had ranked 354th on
Forbes’ 2021 list of top next-gen wealth advisors with $449 million in team
assets.

Recruiters and managers at competing firms have credited Rockefeller’s success
in hiring well-known wirehouse managers with loyal veteran brokers willing to
join them at their new shop. An internal Rockefeller source said the firm spurs
recruits to be more ambitious about rainmaking by committing to limit the number
of brokers it will hire in each city. That way, the firm also limits the
internal competition among recruits for clients.



Recruits who have been with the firm for more than a year saw roughly 20% growth
in net new assets in 2021 as they had success in attracting new clients or
convincing existing customers to consolidate assets at their new firm, the
source said.

Since the Standard Oil family office was recapitalized in 2018 with venture
capital backing, Rockefeller has grown its private wealth arm to around 200
brokers who manage $100 billion in client assets. 



Rockefeller last week hired a three-advisor team in the Seattle area that had
been producing $5.2 million in annual revenue from $1.2 billion in client assets
at Morgan Stanley. Earlier in May, the firm swiped a $17-million Morgan Stanley
producer in Los Gatos, California, who had been expected to join First Republic.

-Mason Braswell contributed to this story.

BIG MERRILL TEAMS ON THE MOVE AS ROCKEFELLER, WELLS SCORE IN MD, CA

A $5.4-million team joined Rockefeller in Bethesda, Maryland and a $2-million
team joined Wells Fargo Advisors in Beverly Hills, California.

Apr 29, 2022

In "News"

ROCKEFELLER SWIPES $17-MLN MORGAN STANLEY BROKER OUT FROM UNDER FIRST REPUBLIC

Young, who was on garden leave, was expected to join First Republic in San
Francisco but changed course to join Rockefeller instead, according to multiple
sources familiar with the move.

May 11, 2022

In "Advisor Moves"

ROCKEFELLER OPENS SEATTLE OFFICE WITH $5.2-MLN MORGAN STANLEY TEAM

The three-broker team, operating out of the wealthy Seattle suburb of Bellevue,
Washington, managed $1.2 billion at Morgan Stanley, according to a source
familiar.

May 20, 2022

In "Advisor Moves"

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