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BOSTWICK WALTERS GROUP

Welcome to the Rockefeller Global Family Office

At Bostwick Walters 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. 

Our team’s depth of experience and understanding of our clients’ needs ensures long-lasting relationships built on integrity and trust. We engage with our clients not only through frequent phone calls and meetings but also exclusive events and opportunities. 

With the tools and resources of Rockefeller Capital Management, we deliver unparalleled family-office services, from financial and estate planning, to accounting, taxes and bill pay, to lifestyle advisory and strategic advisory. 

Everything we do starts with a comprehensive financial plan that solves for the complexities of each family. It’s crucial we get to know our clients and they get to know us. Clients quickly see that we treat families as if they are our own, the transparency in everything we do, and our deep commitment to giving back to our community. 

We’re inspired that you’re here. 

BOSTWICK WALTERS GROUP

12012 South Shore Blvd.
Suite 112
Wellington, FL 33414
100 Cummings Center
Suite 215-C
Beverly, MA 01915
“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 Bostwick Walters 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.

TODD WALTERS

Managing Director, Private Wealth Advisor
TWalters@rockco.com
(561) 363-5860

JARRETT BOSTWICK

Managing Director, Private Wealth Advisor
JBostwick@rockco.com
(561) 363-5861

CHRIS SHEPHERD

Managing Director, Private Wealth Advisor
CShepherd@rockco.com
(857) 504-8715

CHRIS FINEBURG

Managing Director, Private Wealth Advisor
CFineburg@rockco.com
(561) 363-5862

COREY TILLER

Managing Director, Team Portfolio Manager
CTiller@rockco.com
(561) 363-5863

SAGAR DALAL

Managing Director, Advanced Wealth Strategist
SDalal@rockco.com
(561) 363-5864

TIM TROUTMAN

Team Chief Operating Officer
TTroutman@rockco.com
(561) 363-5865

TERESA ARMEL

Senior Vice President, Private Wealth Advisor
TArmel@rockco.com
(561) 363-5866

ADAM BLUM

Vice President, Investment Research
ABlum@rockco.com
(561) 363-5867

TANYA POLZER

Business Manager
TPolzer@rockco.com
(561) 363-5868

BRANDON AVERGON

Vice President, Private Wealth Advisor
BAvergon@rockco.com
(857) 504-8714

KAI HELLER-SPENCER

Analyst, Investment Research
KSpencer@rockco.com
(561) 363-5869

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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
TODD WALTERS

TODD WALTERS

Managing Director, Private Wealth Advisor

 

Todd Walters is a Managing Director and Private Wealth Advisor with the Bostwick Walters Group at Rockefeller Capital Management. Prior to joining Rockefeller Capital Management, Todd was a Managing Member and Co-Founder of Spearhead Capital Advisors.

Todd has over 25 years of experience in the alternative investment management industry working in Asia, Europe and the United States. He has spent much of his career focused on sourcing alternative investments for institutional and sophisticated investors globally as well as providing capital services for investment managers. 

In 2008, Todd founded New Vernon Financial LLC, a predecessor to the acquisition of Spearhead Capital, LLC. Prior to founding New Vernon Financial LLC, Todd was a Managing Director at Merrill Lynch within the Hedge Fund Development and Management Group servicing the alternative investment needs of both private and institutional clients. 

Before joining Merrill Lynch, Todd was a Managing Director at Credit Suisse, where he held several roles globally, including as the Head of US and Asia Hedge Fund Coverage for Prime Services based in New York and London. 

In 2002, Todd established and co-managed Arden Asset Management’s London office, where his responsibilities were for international (Asia and Europe based) hedge fund manager research, manager selection and firm marketing. Prior to Arden, Todd was a Vice President with Morgan Stanley Prime Brokerage in Hong Kong and London where he focused on Sales & Marketing as well as Capital Introductions. Mr. Walters started his career with Wurfbain Management (1996-2000) in Hong Kong managing Asian Capital Holdings, a fund of hedge fund solely dedicated to Asian trading strategies. 

Todd holds a BBA in Finance, Investments and Banking from the University of Wisconsin-Madison. 

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JARRET BOSTWICK

JARRET BOSTWICK

Managing Director, Private Wealth Advisor

 

Jarrett Bostwick is a Managing Director and Private Wealth Advisor with the Bostwick Walters Group at Rockefeller Capital Management. Jarrett is also the Managing Principal of National Financial Companies, a multi-family office venture capital investment firm. Prior to joining Rockefeller, Jarrett was the General Counsel and Co-Founder of Spearhead Capital Advisors. 

Jarrett was a Partner in the law firm of Handler Thayer, LLP, which provides professional services to affluent families, family offices and privately held companies. He remains of counsel to the firm. Prior to joining Handler Thayer, LLP, Jarrett was a Partner in the Wealth Planning & Philanthropy Group of Gardner, Carton & Douglas, LLP in Chicago, Illinois. His experience includes tax litigation, valuation and accounting analysis, and serving as the Director of Wealth Planning Design for a nationwide financial planning company. 

*In December 2005, Jarrett was named by Worth Magazine as “One of the Top 100 Attorneys in the United States” serving affluent families and family offices. He has also been recognized by various independent organizations on their lists of top attorneys. Leading Lawyers Network named Jarrett as one of the Top Attorneys in Illinois, in the area of Trust, Will & Estate Planning Law. Jarrett has also been named to the lists of The Best Lawyers in America for Trusts & Estates Law, and to the Super Lawyers Illinois Rising Stars in the areas of Estate Planning & Probate, and Tax. Jarrett is a member of the American, Chicago and Illinois State Bar Associations, and was named the Vice Chair of the Exempt Organization Sections of the American Bar Association Real Property Probate and Trust Law Charitable Planning and Exemption Organizations Group. Jarrett is a nationally prominent speaker and author who has been named to Marquis Who’s Who in America, as well as The Best Lawyers in America. 

Jarrett earned his Bachelor of Arts Degree in International Affairs at the George Washington University in Washington, D.C., his Juris Doctorate Degree from Gonzaga University School of Law in Spokane, Washington, and his Masters of Law in Taxation from the University of Washington School of Law in Seattle, Washington. 

 

*For more information about the selection criteria for each award, please consult the sponsor's website.  Rankings, ratings and recognitions should not be construed as an endorsement of the advisor, are not representative nor indicative of any one client's experience, are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results or client service. 

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CHRISTOPHER FINEBURG

CHRISTOPHER FINEBURG

Managing Director, Private Wealth Advisor

 

Christopher (Chris) Fineburg is a Managing Director and Private Wealth Advisor with the Bostwick Walters Group at Rockefeller Capital Management. Prior to Rockefeller, Chris was a Managing Director for Spearhead Capital Advisors. 

Before joining the Bostwick Walters Group in 2019,  Chris was employed by Greycourt & Co. for twelve years, serving as an advisor on $1.4 billion of discretionary and non-discretionary assets in both US and non-US domiciles. Chris specialized in working with structurally complex ultra-high net worth families. 

Chris served as a member of the investment committee as well as on Greycourt’s short-medium term tactical investment team, identifying absolute and relative value opportunities across the investment spectrum. 

Prior to joining Greycourt in 2007, Chris was a Principal of Calibrated Asset Management, focused on developing and researching tax efficient, quantitative equity market neutral strategies. Chris also worked for Delaware Investments as an Assistant Vice President with responsibility for institutional relationships in the Northeast and Midwest as well as managing their retirement plan desk. 

Chris began his career in Florida working for a family office with expertise in distressed company and portfolio acquisitions in the mortgage space. He holds a BS in Finance from The Florida State University, an MBA from Carnegie Mellon University’s Tepper School of Business, and is a CFA Charterholder

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CHRISTOPHER SHEPHERD

CHRISTOPHER SHEPHERD

Managing Director, Private Wealth Advisor

 

Christopher Shepherd is a Managing Director of Rockefeller Capital Management. Prior to joining Rockefeller, Christopher was a Managing Director, Wealth Management for Spearhead Capital Advisors. 

Mr. Shepherd brings over 25 years of experience in high-net worth client relationship management, marketing and product development. 

Mr. Shepherd consults to family offices, ultra-high-net worth families, trustees and private foundations. His family office consulting work centers on the coordination of the in-house and outsourced investment management and infrastructure needs. In helping families, Mr. Shepherd's work focuses on optimizing the structure of the client's balance sheet in coordination with creating an asset allocation and investment selection strategy that is tailored to each of their goals. 

Mr. Shepherd holds a BA in Economics from St. Lawrence University and studied at New College, Oxford University. 

Mr. Shepherd is significantly involved in the Boston area, Vero Beach, FL and Mount Desert Island, ME communities, contributing to, and serving on, several non-profits' governance and finance committees.

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COREY TILLER

COREY TILLER

Managing Director, Team Portfolio Manager

 

Corey Tiller is a Managing Director and Team Portfolio Manager with the Bostwick Walters Group at Rockefeller Capital Management.  

Prior to joining Rockefeller, Corey was a Portfolio Manager for Spearhead Capital Advisors, where he was responsible for asset allocation, security selection and execution of equity. Before joining the Bostwick Walters Group, Corey served as a global equity analyst and institutional portfolio manager for Northern Trust. The multibillion-dollar fund family operated in both the high net worth individual and institutional investor spaces on platforms across the market. During his tenure at Northern, Corey contributed to a diverse range of products and investment styles, including U.S. Large Cap Value, U.S. Large Cap Growth, International Core and Balanced products. 

Corey earned a Bachelor of Science in Business Finance from Liberty University, a Master’s in Business Administration from University of Florida, and a Master of Science in Accounting from Liberty University as well. 

He is both a Chartered Financial Analyst® (CFA) and a Certified Public Accountant (CPA). 

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SAGAR DALAL

SAGAR DALAL

Managing Director, Advanced Wealth Strategist

 

Sagar Dalal is a Managing Director and Advanced Wealth Strategist for the Bostwick Walters Group at Rockefeller Capital Management.  Before joining Rockefeller, Sagar was the Managing Director, Advanced Wealth Planning for Spearhead Capital Advisors. 

Sagar brings over 8 years of experience in advanced wealth planning for families and UHNW individuals. Prior to joining the Bostwick Walters Group, Sagar was the Senior Vice President and Associate General Counsel of Momentum Advanced Planning, advising families on planning/structuring to maximize their wealth and generational family transfers. 

Sagar has been a frequent speaker throughout his career on the topic of wealth transfer issues concerning ultra-high net worth families. 

Prior to joining Momentum Advanced Planning, he was President of Dalal Capital Advisors, an investment firm based in New York City. 

Sagar earned his Bachelor of Arts degree in Psychology at the University of Michigan, and his Juris Doctorate Degree from the Brooklyn Law School. He is a member of the NY state bar. He also holds a variable insurance license as well as the Series 7 and 66 registrations. 

Sagar is fluent in Gujarati and Spanish. 

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TIMOTHY TROUTMAN

TIMOTHY TROUTMAN

Team Chief Operating Officer

 

Timothy (Tim) Troutman is the Team Chief Operating Officer of the Bostwick Walters Group at Rockefeller Capital Management.  Prior to joining, Rockefeller, Tim was the Chief Operating Officer for Spearhead Capital Advisors.

Tim oversees significant aspects of the group’s Advanced Wealth Planning service model. This responsibility is coupled with Tim having operational oversight of the group and its turn-key Asset Management Solutions. 

Prior to joining the Bostick Walters Group, Mr. Tim was COO and CFO for PB Partners and worked with the managing partners to develop and implement the business strategy of four entrepreneurial companies. 

Prior to joining PB Partners, Tim was a Senior Vice President at Hill International Inc. managing the operational aspects of Hill Housing focusing on the appropriate building technology and economics for each project. 

Earlier, he was Senior Vice President at Tiedemann Wealth Management and was responsible for building and managing their Family Office practice in Florida. 

Before joining Tiedemann, Tim held numerous management positions at JPMorgan including managing the Private Client Center in Boca Raton and managing Client Services in the southeast for the Private Bank. 

Tim earned a B.A. from The King’s College, New York and a Master of Management from Pennsylvania State University.

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TERESA ARMEL

TERESA ARMEL

Senior Vice President, Private Wealth Advisor

 

Teresa Armel is a Senior Vice President and Private Wealth Advisor for the Bostwick Walters Group at Rockefeller Capital Management. 

Prior to joining Rockefeller, Teresa was the Director of Wealth Management for the Bostwick Walters Group at Spearhead Capital Advisors.  Teresa was with Greycourt & Co, Inc. for 12 years, serving as a Senior Associate Advisor where she worked in an advisory capacity to wealthy families and institutional clients, focusing on investment strategy, strategic portfolio design, and tactical asset allocation. She also served on Greycourt’s Investment Committee and Discretionary Management Investment Committee. 

Prior to joining Greycourt in 2008, Teresa worked as a mortgage specialist, responsible for the origination and processing of mortgage loans to residential and commercial borrowers. 

Teresa is a Certified Investment Management Analyst (CIMA®) and holds the Certificate in Investment Performance Measurement (CIPM) designation, offered by the CFA Institute. 

She received her BS in business administration, majoring in finance, from Robert Morris University.  

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ADAM BLUM

ADAM BLUM

Vice President, Investment Research

 

Adam Blum conducts Investment Research for the Bostwick Walters Group at Rockefeller Capital Management.  Prior to joining Rockefeller, Adam was with Spearhead Capital Advisors, where he was most recently the Associate Director of Investment Research.

Adam’s primary responsibilities are investment research, third-party manager due diligence, custom portfolio analysis and portfolio reporting. 

Adam earned his Bachelor of Science in Business Administration with an emphasis in Finance from The University of Central Florida. 

Adam holds Series 7, 63 and 65 registrations and is a Chartered Alternative Investment Analyst (CAIA).

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TANYA POLZER

TANYA POLZER

Business Manager

 

Tanya Polzer is a Business Manager for the Bostwick Walters Group at Rockefeller Capital Management.  Prior to joining Rockefeller, Tanya was with Spearhead Capital Advisors for 5 years. 

Tanya brings over 25 years of experience in Fortune 500 business administration, executive support and office management. 

Tanya has over 18 years of experience in the Wealth Management industry, having worked for firms such as Bessemer Trust, MLV Wealth and KL Group in Palm Beach County. 

She is a registered Florida state Notary and is fluent in Russian. 

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BRANDON AVERGON

BRANDON AVERGON

Vice President, Associate Director

 

Brandon Avergon is a Vice President and Associate Director for the Bostwick Walters Group at Rockefeller Capital Management.  Before joining Rockefeller, Brandon was with Spearhead Capital Advisors serving as Associate Director, Wealth Management. 

Brandon focuses on all aspects of the group’s ultra-high net worth families’ and family offices’ wealth management and risk management needs. 

Prior to joining the Bostwick Walters Group, Brandon was an Assistant Vice President for Brookwood Securities Partners. His role focused on client relations and administration. Additionally, he was active in identifying and engaging potential candidates to participate in Brookwood’s investment offerings. 

Prior to Brookwood, Brandon was a relationship Manager at BHA, an alternative investment firm and distributor of alternative investment products, where he raised both private and institutional capital and performed quantitative and qualitative due diligence on hedge funds and private equity funds. 

Brandon is a graduate of the University of Massachusetts at Amherst. He holds Series 7 and 66 registrations and is a Chartered Alternative Investment Analyst (CAIA)

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KAI HELLER-SPENCER

KAI HELLER-SPENCER

Analyst, Investment Research

 

Kai Heller-Spencer performs Investment Research for the Bostwick Walters Group at Rockefeller Capital Management.  Prior to joining Rockefeller, Kai was with Spearhead Capital Advisors as an Investment Research Analyst.

Kai’s primary responsibilities with the group include security research, portfolio analysis and investment presentations. 

Prior to joining the Bostwick Walters Group, Kai interned at Oppenheimer & Co and MassMutual where he assisted on client relations and financial presentations. 

Kai earned his Bachelor of Science in Business Administration from The University of Florida. 

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