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THE BRUCE-DICKEY GROUP

Welcome to the Rockefeller Global Family Office

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At The Bruce-Dickey 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 Atlanta, GA, The Bruce-Dickey 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 Bruce-Dickey Group

(404) 942-3052

3060 Peachtree Road NW
Suite 110
Atlanta, GA 30305

“When people ask me why I think the family has succeeded, I almost always conclude that the family has chosen to have high level advisors whom they totally trust and who are not just yes-men and women but you know give their honest opinions.”

David Rockefeller, Jr.

At The Bruce-Dickey 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.

Blake F. Bruce

Private Advisor, Managing Director
BBruce@rockco.com
404-942-3050
Biography +

Ty Dickey

Private Advisor, Senior Vice President 
TDickey@rockco.com
404-942-3051
Biography +

Hunter Unrue, CFP®

Private Advisor, Vice President 
HUnrue@rockco.com
404-942-3053

Biography +

Afton Hicks

Senior Client Associate, Associate
AHicks@rockco.com
404-942-3052

Biography +

Cortlin De Maine

Client Associate, Analyst
CDemaine@rockco.com
404-410-8957

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.
BLAKE F. BRUCE

BLAKE F. BRUCE

Private Advisor, Managing Director 

 

Blake F. Bruce is a Private Advisor, Managing Director for Rockefeller Capital Management. Prior to joining Rockefeller in 2019, he began his wealth management career at Morgan Stanley in 2003. 

Since 2003, Blake has helped high-net worth families acquire, grow, and preserve assets while also helping them pass their wealth to future generations.  Blake works to streamline and simplify wealth management. He addresses both short- and long-term client goals, ensuring that every client receives a strategy and financial plan specifically designed to meet their unique objectives with forethought and care throughout their lifetime.   

Blake was recognized by Forbes “Best in State Wealth Advisors” in 2018 and Forbes “America’s Top Next Generation Wealth Advisors” in 2018 and 2019.  He was also awarded as the Terry College of Business Young Alumni of the Year in 2012 and was a 40 under 40 honoree by the University of Georgia Alumni Association in 2015. 

Blake earned a bachelor’s degree in finance at the University of Georgia.  He is currently on the Terry College of Business Emeritus Board and was the past Chair of The Terry College Alumni Board in 2020 and Terry College Young Alumni Board in 2010.  Blake currently serves on the Executive Committee of the Whitefield “Called Up” Capital Campaign.  He lives in Atlanta with his wife, Mary Catherine, and their two daughters. 

 

The Forbes "Best in State Wealth Advisors” rankings discussed above was designated in 2018 and lasts for a period of one year until new rankings are released. The Forbes "America’s Top Next Generation Wealth Advisors” rankings discussed above were designated in 2018 and 2019 and last for a period of one year until new rankings are released.  

Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.  

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TY DICKEY

TY DICKEY

Private Advisor, Senior Vice President

 

Before joining Rockefeller, Ty spent ten years at Merrill Lynch. There he earned the title of Senior Financial Advisor, Senior Vice President. Ty has prior experience working with an Atlanta based real estate development company and working within his family’s privately held business.

Ty helps individuals and families balance their current needs and make their goals a reality through strategic wealth management. He helps clients address their entire financial picture and plays close attention to understanding who clients are beyond their investments.

Ty was recognized by Forbes “Best in State Wealth Advisors” in 2018 and Forbes “America’s Top Next Generation Wealth Advisors” in 2018.

Ty is active within his community through multiple civic and charitable organizations including the Lake Oconee Academy Foundation Board. He is a past Chairman of the Terry College of Business Young Alumni Board.

He currently lives in the Lake Oconee area of Greensboro, GA with his wife and their three children. In his spare time, he enjoys hunting and golfing.

 

*The Forbes “Best in State Wealth Advisors” rankings discussed above were designated in 2018 and last for a period of one year until new rankings are released. The Forbes “Best in State Wealth Advisors” rankings discussed above were designated in 2018 and last for a period of one year until new rankings are released. Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award. 

The Forbes “America’s Top Next Generation Wealth Advisors” rankings discussed above were designated in 2018 and last for a period of one year until new rankings are released. The Forbes “America’s Top Next Generation Wealth Advisors” rankings discussed above were designated in 2018 and last for a period of one year until new rankings are released. Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award. 

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HUNTER UNRUE, CFP®, CPFA

HUNTER UNRUE, CFP®, CPFA

Private Advisor, Vice President

 

Prior to joining Rockefeller, Hunter was with the Bruce-Dickey Group at Merrill Lynch since 2014 where he was a successful graduate of Merrill Lynch’s National Intern and Team Financial Advisor Training Program.

In his role, Hunter focuses on supporting clients’ needs and goals with investment analysis and tailored wealth strategies via a collaborative approach to provide clear facts and recommendations which allow them to make informed decisions. Additionally, he oversees our team’s financial planning tools and resources to further support clients’ wealth management.

Hunter is an alumnus of the University of Georgia where he earned his bachelor’s degree in Finance. As a former Terry College of Business Ambassador, he continues to be involved through the Mentorship program. Hunter is also a CERTIFIED FINANCIAL PLANNER-TM (CFP®) certificant, a designation that is awarded by the Certified Financial Planner Board of Standards, Inc.

Hunter currently lives in Decatur with his wife, Kendal, and their dog, Lily. In his spare time, he enjoys golfing and traveling with friends and family.

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AFTON HICKS

AFTON HICKS

 Senior Client Associate, Associate

 

Afton Hicks is a Florida native who relocated to Atlanta, Georgia in 2018 after living for two years in Palm Beach County. In March of 2021, she joined The Bruce-Dickey group at Rockefeller Capital Management from Goldman Sachs Private Wealth Management. 

As a Senior Client Associate, she focuses on client service and operations. She is a member of the Rockefeller Women’s Initiative Network and local Atlanta Social and Community Outreach Committee.

In her free time, Afton enjoys socializing with her friends, participating in various philanthropic efforts, and supporting the Atlanta Arts. She is a member of the Atlanta Botanical Garden, the High Museum of Art, and the SCAD FASH Museum of Fashion + Film.

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CORTLIN DE MAINE

CORTLIN DE MAINE

Client Associate, Analyst

 

Cortlin is a Client Associate and Analyst at Rockefeller Capital Management. Prior to joining Rockefeller in June of 2022, Cortlin worked in business development for an Atlanta area software company. He graduated from Georgia Institute of Technology with a B.S. in Business Administration with a Finance concentration and holds his Series 7 and Series 66 licenses. Cortlin primarily focuses on alternative investments, portfolio analysis, financial planning, performance reporting, and client operations. 

A native of Georgia, Cortlin grew up outside of Atlanta and enjoys hiking, golf, and adventures with his dog. 

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