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AMSLER, LABORDE & BOWMAN

Welcome to the Rockefeller Global Family Office

At Amsler, Laborde & Bowman, we serve affluent families, business owners and executives. We help clients navigate through the complexities associated with wealth management.

Our experienced team develops deep relationships with our clients ensuring we provide customized and suitable investment solutions.

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.

AMSLER, LABORDE & BOWMAN

(713) 804-6434

1330 Post Oak Boulevard
Suite 1100
Houston, TX 77056

“What gives us the most pride is hearing our clients tell us that we are their first phone call when it comes to anything financial.”

Francis X. Amsler, CFA®, CIMA®, CFP®, CDFA®, Managing Director, Private Wealth Advisor

Our team is here to focus on our client’s individual goals and remain committed to growing and protecting their wealth today and for generations to come.

FRANCIS X. AMSLER, CFA®, CIMA®, CFP®, CDFA®

Managing Director
Private Wealth Advisor
FAmsler@rockco.com
713-804-6430

MARC LABORDE, CEPA®

Managing Director
Private Wealth Advisor
MLaborde@rockco.com
713-804-6431

CHRISTOPHER R. BOWMAN, CFP®,CAIA®, CAP®

Vice President
Private Wealth Advisor
CBowman@rockco.com
713-804-6432

ANGIE BACON

Vice President
Abacon@rockco.com
713-804-6434

SUSAN BOWMAN

Vice President
SBowman@rockco.com
713-804-6433

OLIVIA ROPPOLO

Vice President
ORoppolo@rockco.com 
713-804-6435
At the Embleton Curtis Quackenbush 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.

John F. Embleton, CIMA®

Managing Director – Private Wealth Advisor
jembleton@rockco.com
404-460-1271
Biography +

William C. Curtis, CPFA®, C(k)P®

Managing Director – Private Wealth Advisor
wcurtis@rockco.com
404-460-1270
Biography +

P. Schuyler Quackenbush Jr., CRPC®

Senior Vice President – Private Wealth Advisor
squackenbush@rockco.com
404-460-1274
Biography +

Evan B. Georgiou, CFP®, CIMA®, CPWA®

Senior Vice President – Private Wealth Advisor
egeorgiou@rockco.com
404-460-1544
Biography +

Taylor Patrone

Analyst 
TPatrone@rockco.com
404-443-2712
Biography +

Sally White

Registered Client Associate
swhite@rockco.com
404-443-3093
Biography +

Rollin C. Kimball

Registered Client Associate
rkimball@rockco.com
404-443-4644
Biography +

Riley Payne

Registered Client Associate 
rpayne@rockco.com
404-443-4994
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.

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.
  • Financial Accounting & Bookkeeping
  • Trust & Estate Planning
  • Tax Efficient Planning & Preparation
  • Family Legacy & Governance Advisory
  • Bill payment
  • Philanthropic advisory
  • Human Resources Services
  • Cash flow and liquidity planning
  • Next Gen Financial Education

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.

Our Ideas
Policy Risks Galore
Policy Risks Galore
No more financial sedatives; bye-bye, TINA
Everest is Not the Tallest Mountain
Everest is Not the Tallest Mountain
Each economic cycle has its own unique characteristics that make forecasting and market timing so difficult. In this quarter’s edition of Global Foresight, we examine why investors should rethink how they measure inflation and economic growth. The issue also explores some of the more forward-looking indicators that should become increasingly utilized by investors to monitor the health and prospects of the economy.
The Big Heist
The Big Heist
Crypto woes; a black swan fait accompli
Load More
FRANCIS X. AMSLER, CFA®, CIMA®, CFP®, CDFA®

FRANCIS X. AMSLER, CFA®, CIMA®, CFP®, CDFA®

Managing Director

Private Wealth Advisor

 

-M.B.A., University of Texas at Austin, 1994, Finance

-M.A., University of Dayton, 1992, Political Science and International Affairs

-B.S., U.S. Air Force Academy, 1987, Electrical Engineering

 

-UBS Private Wealth Management (2008 to 2020)

-Merrill Lynch Private Banking & Investment Group (1995-2008)

-Salomon Brothers Private Investment Department (1994 – 1995)

 

-Certified Investment Management Analyst (CIMA®) 2002

-Certified Financial Planner™ (CFP®) 2001

-Chartered Financial Analyst (CFA®) 1997

-Certified Divorce Financial Analyst (CDFA®) 2018

 

-Board of Trustees Houston Symphony (2005-2007), Houston Grand Opera (2003-2005), St. Thomas High School Foundation (2009-2014), Development Council for the Archdiocese of Galveston-Houston (2007-present

-Served as a Captain in the United States Air Force where he was a pilot with the 82nd Flight Training Wing (T-37 and T-38), as well as a contract negotiator with the Aeronautical System Division

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MARC LABORDE, CEPA®

MARC LABORDE, CEPA®

Managing Director

Private Wealth Advisor

 

- M.B.A., Tulane University, 2006, Finance

 

- B.S., Louisiana State University, 2003

 

- UBS Private Wealth Management (2008 to 2020)

 

- Merrill Lynch Private Banking & Investment Group (2006 – 2008)

 

- Goldman Sachs Private Wealth Management (2005)

 

- Recognized by UBS as one of its Top 35 Under 35 for 2014 and 2015

 

- Forbes Best in State Wealth Advisors for 2019 and 2020

 

- Forbes Top 250 Next-Gen Advisors for 2019

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CHRISTOPHER R. BOWMAN, CFP®,CAIA®, CAP®

CHRISTOPHER R. BOWMAN, CFP®,CAIA®, CAP®

Vice President

Private Wealth Advisor

 

-Masters in Finance, University of Houston, 2009

 

-B.S., Texas A&M University, 2005

 

-UBS Private Wealth Management (2008 to 2020)

 

-Merrill Lynch Private Banking & Investment Group (2006 – 2008)

 

-Certified Financial Planner (CFP®) 2011

 

-Chartered Alternative Investment Analyst (CAIA) 2013

 

-Chartered Advisor in Philanthropy (CAP) 2007

 

-Experience in security and portfolio analytics, computer modeling using both proprietary research models and third party vendor program

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ANGIE BACON

ANGIE BACON

Vice President

 

-B.A., Stephen F. Austin University, 1987

 

-Over 25 years operational experience in the industry

 

-UBS Private Wealth Management (2008 to 2020)

 

-Merrill Lynch Private Banking and Investment Group (1990 – 2008)

 

-Leads operational effort in liability management (specifically lines of credit and home mortgages), life insurance and annuity services

 

-Team coordinator for Rule 144 sales, private placement investments and all derivative operations

 

-Series 7, Series 63 and Series 66 license

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SUSAN BOWMAN

SUSAN BOWMAN

Vice President

 

-Over 40 years operational experience in the industry.

 

-UBS Private Wealth Management (2008 to 2020)

 

-Merrill Lynch Private Banking and Investment Group (1975 – 2008)

 

-Leads the administrative support for account management and online services

 

-Team coordinator for contract management and operations with outside money managers

 

-Coordinates tax management operations (tax loss selling, wash sale rules, etc.)

 

-Series 7, Series 63 and Series 66  license

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OLIVIA ROPPOLO

OLIVIA ROPPOLO

Vice President

 

-BA, University of Houston, 1997, Finance

 

-20 years of operational industry experience

 

-Inscription Capital LLC (2018 – 2021)

 

-UBS Private Wealth (2012 -2018)

 

-JPMorgan Chase Private Bank (2011 – 2012)

 

-Smith Barney (2000 – 2009) (formerly Salomon Smith Barney, Citi Smith Barney and Morgan Stanley Smith Barney)

 

-Lead administrative and organizational support for Alternative Investments

 

-Series 7, Series 63, Series 65 licenses

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