Rockefeller Capital Management Acquires Spearhead Capital's Wealth Management Business (Bostwick Walters Group)
June 6, 2022
Rockefeller Capital Management has acquired the wealth management business of Spearhead Capital and will operate the team as The Bostwick Walters Group. The team of 12 professionals serves roughly 70 families with more than $1.5 billion in client assets and will join Rockefeller's Southeast Division.
- Buyers
- Rockefeller Capital Management
- Targets
- Wealth management business of Spearhead Capital
- Sellers
- Spearhead Capital
- Industry
- Financial Services
- Location
- Florida, United States
- Transaction Type
- Divestiture
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