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The Alexander Group

Welcome to the Rockefeller Global Family Office

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At The Alexander Group, our mission is to serve you and your family. We are confidantes, counselors and navigators, dedicated to managing the complexities of family and wealth.

Located in Dallas, The Alexander Group provides wealth management and advisory services to clients as trusted fiduciary advisors.

Our planning-based approach and open-architecture platform are designed to provide our clients with expert, unbiased counsel and strategies tailored to their families’ evolving needs and goals.

Our standards for our services are the same standards established by the Rockefeller family legacy and the guardians who have so skillfully helped it thrive throughout seven generations and counting. The trends they have weathered, the familial bonds they have bolstered, and the positive impact they have had on society are our benchmark.

We’re inspired that you’re here.

THE ALEXANDER GROUP

(972) 761-5000

300 Crescent Court
Suite 1450
Dallas, TX 75201
“What sets us apart is being entrusted with the legacies of some of the world’s most successful entrepreneurs, innovators, visionaries — and their families. Together, we view wealth not as a prize but as potential.”
Gregory J. Fleming

At The Alexander Group, our mission is to serve you and your family. We are confidantes, counselors, and navigators, dedicated to managing the complexities of family and wealth.

ARTHUR ALEXANDER

Private Advisor, Managing Director
AAlexander@rockco.com
972-761-5020
Biography +

MATTHEW ASHLEY

Private Advisor, Senior Vice President 
MAshley@rockco.com
972-761-5025
Biography +

DAN GIBSON, CFA®, CIMA®

Private Advisor, Vice President
DGibson@rockco.com
972-761-5026
Biography +

MATTHEW WILSON

Client Associate
MWilson@rockco.com
972-421-8734
Biography +

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A leading private wealth practice...
Customized Investment Strategy Design

We diagnose and evaluate your financial situation and design a tailored investment strategy for you, combining long-term goals and near-term opportunities.

Portfolio Management & Optimization

We manage your complete financial ecosystem including tax & estate planning, insurance, retirement entities, and your investments.

Investment, Tax, & Legal Advisor Coordination

We work with your CPA to manage your investments in a tax-efficient manner and coordinate with your attorneys to help plan your estate, structure business transactions, and manage charitable donations.

Risk Management

We align your portfolio with your tolerance for risk and monitor your allocation for unexpected behavior in multiple market conditions.

Cash Management, Optimization, & Access

We handle all cash activity and cash equivalents including loans, banking products, and mortgages.

Ongoing Monitoring & Performance Analytics

We provide you with a high level of transparency through advanced analytics and regular meetings with our team.

Customized Investment Strategy Design

We diagnose and evaluate your financial situation and design a tailored investment strategy for you, combining long-term goals and near-term opportunities.

Portfolio Management & Optimization

We manage your complete financial ecosystem including tax & estate planning, insurance, retirement entities, and your investments.

Investment, Tax, & Legal Advisor Coordination

We work with your CPA to manage your investments in a tax-efficient manner and coordinate with your attorneys to help plan your estate, structure business transactions, and manage charitable donations.

Risk Management

We align your portfolio with your tolerance for risk and monitor your allocation for unexpected behavior in multiple market conditions.

Cash Management, Optimization, & Access

We handle all cash activity and cash equivalents including loans, banking products, and mortgages.

Ongoing Monitoring & Performance Analytics

We provide you with a high level of transparency through advanced analytics and regular meetings with our team.

merged with holistic advisory and family office services.
The Rockefeller difference is our combination of holistic and specialized services, designed to complement customized wealth planning and advisory.
  • Investment Advisory
  • Wealth Advisory
  • Family Office Solutions
  • Strategic Client Solutions
  • Trustee Services and Estate Planning
  • Philanthropic Advisory

Rockefeller Capital Management provides strategic advice to ultra-high-net worth families, family offices, individuals and corporations. Families that own businesses or are interested in purchasing a business can come to Rockefeller Capital Management for thoughtful, tailored advice on whether to sell a business, sell a portion of a business, purchase a business or grow an existing business.

Rockefeller Capital Management also works with corporations seeking customized, innovative solutions and independent advice on strategic transactions. Our focus is to deliver exceptional results for our clients through flawless execution and to help clients achieve their strategic goals.

Rockefeller Capital Management provides securities activities and services through Rockefeller Financial LLC, its registered broker-dealer, member FINRA, SIPC.

  • Differentiated, independent advice for entrepreneurs and business owners
  • Execution across private and public companies owned or operated by our clients
  • Mergers, acquisitions, divestitures, capital raises
  • Real estate advisory
  • Sports franchise advisory

Rockefeller Asset Management offers equity and fixed income strategies across active, multi-factor passive, and thematic approaches that seek outperformance over multiple market cycles, driven by a disciplined investment process and a highly collaborative team culture. Drawing on the intellectual capital built over the past 40 years, Rockefeller Asset Management offers investment solutions integrating ESG research and a constructive engagement approach.

Equity Strategies
  • We offer global, U.S., and non-U.S., thematic dedicated environmental, social and governance (“ESG”) equity strategies for institutions and individuals. A core differentiator of Rockefeller’s approach is our well established practice of constructively engaging shareholders in a way that drives long-term value creation across portfolios and improves ESG standards globally.
Fixed Income Strategies
  • We offer a range of tax-exempt and taxable fixed income strategies, serving high-net worth and family office clients. Our fixed income investment process employs an analysis of macro-economic conditions complemented by fundamental credit research set within a sophisticated risk management and portfolio construction framework.

We are pleased to offer our clients and their families special access and privileges through a handful of thoughtfully vetted and selected partners – each preeminent providers in their respective fields – providing highly personalized support on how to simplify, navigate, and elevate modern life.

Private Aviation
• A unique private aviation platform designed exclusively for Rockefeller Capital Management Clients

Private Health Advisory
• Proactive health and wellness support, travel/emergency contingency 24/7 and complete management of any health concern.

Personal Security
• A total security solution tailored to each client and location, assessing their needs and goals.

Emergency Travel Services
• The world's leading organization providing medical, security, evacuation, travel risk and crisis management services.

Art Advisory
• With access to specialists in art and collectibles globally, experts will provide guidance through the sales and acquisition process.

Next Gen Advisory
• Career and life coaching for emerging professionals, as well as health and wellness resources for young adults.

Elder Care
• A unique benefit that can help with everything related to aging, elder care or special needs.

Virtual Specialty Care
• A virtual specialty care platform that leverages sophisticated technology to curate access to a network of leading doctors across 48 US hospitals for expert insights on specific health concerns.

Once in a Lifetime Experiences
• Almost any “bucket list” wish can be fulfilled for Rockefeller clients with VIP-savvy concierge experts who can pave the way to once-in-a-lifetime experiences, whether meeting global stars, participating in iconic events, or realizing other long-held dreams.

Unique Travel Experiences
• A leading travel concierge service that offers exclusive planning and booking for Rockefeller clients seeking unforgettable vacations. Clients have access at member-only rates to unique settings and destinations with family privileges.

Purpose-Driven Wine Platform
• A leading wine-appreciation platform offering a single source for Rockefeller clients interested in fine wines, insider offers and access to unique experiences. Clients can obtain allocated, reserve, library and collector-level wines. Through the Rockefeller Live Well Do Good Membership Program, a portion of profits go to support The Ocean Foundation.

Cyber Security
• An exclusive boutique company with a proven history of providing elite cyber-protection services for all digital security needs of individuals and their families to eliminate the risk of cyberattacks.

“The Rockefeller difference is the people you choose to be with: clients, advisors, employers – their quality of character, domain expertise, competence, and level of intellect and authenticity.”
Jack Ryan, Chief Administrative Officer
Our Ideas
There is no Alternative
There is no Alternative
The death of the U.S. Dollar's reserve currency status is greatly exaggerated
Skirting The Maginot Line
Skirting The Maginot Line
Old-Fashioned Bank Runs in Internet Time
Canary in the coal mine
Canary in the coal mine
Rockefeller Insights
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News
Business Wire - April 3, 2023
IGM Financial, a Member of the Power Corporation Group of Companies, Making Long-Term Strategic Investment in Rockefeller Capital Management; Becomes Shareholder Alongside Majority Investor Viking Global Investors
Business Wire - January, 13 2023
Rockefeller Capital Management Expands Presence in Texas, Welcomes First Austin-Based Private Advisor Team
Business Wire - November 4, 2022
Rockefeller Capital Management Welcomes The Maxwell Group, of The Woodlands, TX, to its Rockefeller Global Family Office
Business Wire - October 20, 2022
Rockefeller Asset Management Expands Team to Scale Existing Capabilities and Position Growth Centered on Strategic Partnerships
Business Wire - October 7, 2022
Rockefeller Capital Management Welcomes the Mooney Stanley Group, of Pepper Pike, OH, to its Rockefeller Global Family Office – Expanding Presence in Midwest
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

Rockefeller Financial LLC is a broker-dealer and investment adviser dually registered with the U.S. Securities and Exchange Commission (SEC);Member Financial Industry Regulatory Authority (FINRA), Securities Investor Protection Corporation (SIPC). Rockefeller Financial LLC is not a bank. Where appropriate, Rockefeller Financial LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Rockefeller Financial LLC are not FDIC insured, may lose value, are not bank guaranteed, not a bank deposit, and not otherwise insured by any federal government agency.

Investing involves risk, including the possible loss of principal. Past Performance is no guarantee of future results and no investment or financial planning strategy guarantees profit or protection.

Rockefeller Capital Management LLC and its affiliates do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
ANGELA DOVER

ANGELA DOVER

Senior Client Associate

 

Angela Dover is a Registered Senior Client Associate at Rockefeller Capital Management. Prior to joining Rockefeller in November 2019, Angela was a Registered Senior Client Associate for The Alexander Group at Merrill Lynch. She has over 15 years in the financial services industry. Angela manages the team’s daily operations, working to address client requests in a timely, accurate and professional manner. Her ongoing commitment to quality client service has been rewarded throughout her career – she was recognized consistently with national accolades while working at Merrill Lynch.

Angela holds her FINRA 7 and 66 licenses and is a lifelong North Texas resident. She periodically volunteers at the North Texas Food Bank and is a huge animal lover, often helping abandoned pets find safe havens.

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DAN GIBSON, CFA®,CIMA®

DAN GIBSON, CFA®,CIMA®

Private Advisor, Vice President 

 

Dan Gibson is a Private Advisor, Vice President at Rockefeller Capital Management. Prior to joining Rockefeller, Dan was a Private Wealth Advisor for The Alexander Group at Merrill Lynch. He provides clients with customized financial planning strategies no matter what stage of life they are in, and identifies investment opportunities.

Fulfilling a desire to serve his country, Dan is a Reserve member in the U.S. Navy and former SEAL officer. He recently passed exams to receive the prestigious CIMA designation. Dan is an Honors graduate from the University of Florida.

When he’s not in the office, Dan is active in his church and passionate about serving veterans. He and his wife, Jessica, live in University Park in Dallas with their four young children. In addition to participating in their children’s athletic activities, Dan enjoys backpacking, shooting, and skydiving.

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ARTHUR ALEXANDER

ARTHUR ALEXANDER

Private Advisor, Managing Director 

 

Art Alexander is a Private Advisor, Managing Director at Rockefeller Capital Management. Prior to joining Rockefeller in November 2019, Art was President of The Alexander Group at Merrill Lynch. He has dedicated his entire career to financial planning and wealth management spanning over 47 years. Art has a passion for helping clients achieve what matters most to them and delivering unparalleled value. His focus includes retirement planning, concentrated and restricted stock positions, and creating customized portfolios for families and business owners in North Texas and across the U.S.

Art’s successful tenure in finance began at an early age. He’s a proud graduate of the University of Oklahoma, where he earned his MBA from the Price College of Business after completing his undergraduate degree in Math and Economics. He serves on the board for the University of Oklahoma MBA program and has mentored other young, aspiring advisors.

Outside of planning, you can find Art active in his community. He’s a Deacon at Park Cities Baptist Church, and board member of African Christian Outreach and Movement Day organizations. Art married his college sweetheart Linda and they live in the Preston Hollow neighborhood in Dallas. Together, they have three adult children and five grandchildren, and enjoy traveling and playing golf.

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MATTHEW ASHLEY

MATTHEW ASHLEY

Private Advisor, Senior Vice President 

 

Matt Ashley is a Private Advisor, Senior Vice President at Rockefeller Capital Management. Prior to joining Rockefeller in November 2019, Matt was a Private Wealth Advisor for the Alexander Group at Merrill Lynch. He oversees designing, implementing, and managing our client portfolios. He also specializes in risk management and multi-generational wealth strategies.

Matt began his career working for a boutique private equity firm in Dallas before becoming a Merrill Lynch wealth advisor in 2003. He is an honors graduate from the University of Washington, where he earned a bachelor’s degree in finance and marketing.

A passionate outdoorsman, Matt enjoys hunting and fishing in his free time. He is a member of E3 Partners Ministry and has done charitable work in India, Cambodia, Thailand, Rwanda, and Zambia. Part of his work included improving basic healthcare, human trafficking education, and providing AIDS and malaria-related medical assistance. Matt and his wife, Carla, live in Plano with their two children.

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MATTHEW WILSON

MATTHEW WILSON

Client Associate

 

Matthew Wilson is a Client Associate at Rockefeller Capital Management. Prior to joining Rockefeller, Matthew was in the U.S. Navy as a Special Operations Navy Diver in various leadership roles. His focus is relationship management, delivering high-touch service to our private wealth clients. 

He continues to serve as a volunteer helping elite veterans’ transition programs preparing them for leadership roles. He enjoys competing in endurance sports such as marathons and various Triathlons distances. Following a passion for fitness, he is actively involved with youth lacrosse programs and assisting his children’s team sport pursuits. 

Mr. Wilson received his MBA from the Tommy & Victoria Baker School of Business at The Citadel and his bachelor’s degree from American Military University.

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KYLIE FISCHER

KYLIE FISCHER

Client Associate

 

Kylie Fischer is a Client Associate with The Alexander Group at Rockefeller Capital Management. She began her finance career in 2019 with Triune Financial Partners in Kansas City, where she served as a Resident Financial Advisor for financial planning-based clients. She entered the private wealth management sector in November 2021, joining the Alexander Group as their Client Associate Analyst. Her goal is to take each client's individual needs and find a solution that works best for their unique situation.  

When she is not in the office, Kylie is currently working on her Certified Financial Planning (CFP®) certification at Kansas State University. She looks forward to offering more tailored financial planning strategies to clients.  

Kylie grew up in small-town Kansas and now resides in the Uptown area of Dallas. In her free time, she enjoys volunteering in various agriculture education programs, exploring the Dallas area, cheering on the Kansas Jayhawks, and spending time back home on the farm with her family and their dog, Nooner.

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