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Welcome to tailored opportunities for multi-generational family wealth. Welcome to the home of active, bespoke service and profound peace of mind.

We draw on the standards established by the Rockefeller Family and those who have helped it prosper throughout seven generations and counting. Since 1980, the family office has served new clients seeking a broad range of family office and trustee services. With offices from coast to coast, we thrive as the integrated family office for high net worth families.

Our vision is to be trusted advisors in navigating the complexities of families and wealth. We enable you to focus on your passions while we seek to ensure that your financial objectives are fulfilled. We are dedicated to tailoring our services around you and your dynamic family needs – from day-to-day living to multi-generational wealth and tax planning.

We aspire to redefine and elevate the financial services experience through our dedication to excellence in all that we do. We leverage our heritage, client-centric culture and wide-ranging resources to offer a business model designed to align with the varied needs of our clients, emphasizing the aspects that are especially important to you.

Rockefeller Family Office – Cincinnati

(212) 549-5198

3825 Edwards Road
Suite 630
Cincinnati, OH 45209

“We are a global family office that has served the Rockefeller family since 1882, and the story of the first family in family wealth is our blueprint.”

Timothy D. O’Hara, Co-President, Rockefeller Global Family Office

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

David Rockefeller, Jr.

BRIANNA RITZ

Client Advisor, SVP
britz@rockco.com
(212) 549-5198
Biography +

MARTIE DANDREA

Senior Administrative Assistant
mdandrea@rockco.com
(513) 964-5012
Biography +

Our commitment to bringing expertise from multiple viewpoints is brought to the forefront when collaborating with the following individuals. The Rockefeller difference is the expertise we can bring to all aspects of your life.

TIMOTHY D. O’HARA

Co-President, Rockefeller Global Family Office
tohara@rockco.com
(212) 549-5360
Biography +

JIMMY CHANG, CFA®

Chief Investment Officer of Rockefeller Global Family Office, MD
jchang@rockco.com
(212) 549-5218
Biography +

TOM DAVIDSON

President, The Rockefeller Trust Company (Delaware)
tdavidson@rockco.com
(302) 830-3720
Biography +

CANDICE DIAL

Director of ESG Investments, SVP
cdial@rockco.com
(212) 549-5107

CHLOE DUANSHI, CFA®

Head of Investment Strategies, Rockefeller Global Family Office
cduanshi@rockco.com
(212) 549-5374

ADRIENNE HART

Vice President and Head of Philanthropy
ahart@rockco.com
(484) 209-2037
Biography +

TIMOTHY LAFFEY

Head of Tax Policy & Research, SVP
tlaffey@rockco.com
(484) 209-2062
Biography +

ELISABETH O. MADDEN

President of Rockefeller Trust Company
emadden@rockco.com
(212) 549-5413
Biography +

ELIZABETH P. MUNSON

Chairperson, Rockefeller Trust Company NA and Delaware
emunson@rockco.com
(212) 549-5400
Biography +

JOSEPH ROBERTS

Head of Wealth Strategy, MD
jroberts@rockco.com
(484) 209-2043
Biography +

R. MITCHELL THEISS

Executive Chairman, Strategic Advisory, MD
mtheiss@rockco.com
(212) 549-5309
Biography +

BARRY WINTNER

Head of Manager Approval, MD
bwintner@rockco.com
(212) 549-5287
Biography +

GRACE YOON

Head of Business Development & Strategic Partnerships
gyoon@rockco.com
(212) 549-5392
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 Tax Advisor 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.
family office
  • Financial Accounting & Bookkeeping
  • Trust & Estate Planning
  • Tax Efficient Planning & Preparation
  • Family Legacy & Governance Advisory
  • Bill payment
  • Philanthropy advisory
  • Human Resources Services
  • Cash flow and liquidity planning
  • Next Gen Financial Education
  • Aggregated Reporting
strategic 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

asset management

Rockefeller Asset Management serves individuals, families and institutional investors whose focus on alpha generation requires an experiences partner with a demonstrable investment history. With more than 30 years of experience in global investing, we offer Equity and Fixed Income strategies whose performance over multiple market cycles is driven by a disciplined process and our collaborative culture.

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.
life style advisory

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.

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“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.
TIMOTHY D. O’HARA

TIMOTHY D. O’HARA

Co-President, Rockefeller Global Family Office

 

Timothy D. O’Hara is Co-President of the Rockefeller Global Family Office. He is a member of the firm’s Management Committee.

In his role, Tim partners with Private Advisers in the coverage of ultra-high-net-worth clients and prospective clients through an expansive offering of investment, tax and estate planning, strategic advisory, and trustee services, as well as strategic partnerships providing risk management and lifestyle advisory services. Tim is a leader in driving growth in this client segment and also serves as the firm’s senior-most relationship manager with members of the Rockefeller Family. He also focuses on opportunities to bring RIAs and Private Advisors into the firm. 

Prior to joining Rockefeller in 2018, Tim was President and CEO of Ayco, joining in 1996 as a client advisor in the Ayco Family Office. At the company, he had served as Head of the Ayco Family Office and Executive Vice President of the Asset Management, Insurance, and Finance divisions.

Tim earned his bachelor’s degree in Accounting from Le Moyne College and his J.D. from Albany Law School. He is a Certified Public Accountant.

Tim serves as a Trustee of Albany Law School, a member of the Board of Advisors of Madden School of Business at Le Moyne College, an advisor of GCM Ventures, LLC, and a member of the Board of GreenSlate.

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JIMMY CHANG, CFA®

JIMMY CHANG, CFA®

Chief Investment Officer of Rockefeller Global Family Office, MD

 

Jimmy C. Chang, CFA®, is the Chief Investment Officer of the Rockefeller Global Family Office. He is a member of the firm’s Management Committee and is a Chartered Financial Analyst®.

Jimmy has spent more than 16 years with Rockefeller. Prior to becoming the Chief Investment Officer in 2020, Jimmy was the Chief Investment Strategist and a Senior Portfolio Manager at Rockefeller Asset Management, where he co-managed several equity strategies and had oversight of the Fixed Income group.

Before joining Rockefeller in 2004, Jimmy was a Senior Vice President, Chief Technology Strategist, and Senior Technology Analyst at the U.S. Trust Company of New York, where he led technology equity research and co-managed a technology fund. He previously served as a Senior Marketing Representative and an Advisory Systems Engineer at International Business Machines Corporation (IBM) from 1985 to 1994, where he was responsible for client relationship management, business volume, and profit attainments at major international financial services and banking accounts.

Jimmy earned an M.B.A. in Finance/International Business from New York University and a B.S. (summa cum laude) in Electrical Engineering from The Cooper Union.

He is a member of the Tau Beta Pi National Engineering Honor Society. He serves on the Investment Committee of the Foundation for Contemporary Arts.

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TOM DAVIDSON

TOM DAVIDSON

President, The Rockefeller Trust Company (Delaware)

 

Tom Davidson is the President of the Rockefeller Trust Company (Delaware). He is responsible for the overall management of the Delaware Trust Company including building and cultivating strong client relationships, fulfilling fiduciary responsibilities, and ensuring adherence to standards and practices. Tom offers innovative solutions to help remedy complex problems involving all aspects of trust administration. He has over 26 years of experience in the trust and estate industry with over 21 years of Delaware specific trust administration, estate planning and fiduciary risk management.

Prior to joining The Rockefeller Trust Company (Delaware), Tom was President of a major international trust company in Delaware. Prior to that role, he was Director of Trust Administration for another major international trust company, also in Delaware. Previously, Tom was Trust Counsel for a prominent national trust company and he was in private practice with a boutique law firm in northern Maryland focusing on estate administration, estate planning, estate litigation, heir disputes and other fiduciary litigation matters. Tom is a veteran having served in the US Air Force as a Flight Engineer Supervisor.

Tom received his undergraduate degree from the University of Delaware and his law degree from Widener University School of Law. He is a member of the American Bar Association section of Real Property, Trusts & Estates, a member of the Delaware Estate Planning Council and a former member of the New jersey State Bar Association and the Maryland State Bar Association.

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CANDICE DIAL

CANDICE DIAL

Director of ESG Investments, SVP

 

Candice Dial is the Director of ESG Investments at Rockefeller. In her role, she is responsible for leading strategic ESG initiatives within the Family Office, which includes working with the manager selection team to build the third-party manager platform, engaging in thought leadership activities, and supporting Client Advisors. Previously, Candice implemented a sustainable investing program at the Church Pension Group and managed a $1.2 billion sustainability portfolio oversaw the private market sustainable investing program for the Church Pension Group, a pension fund with assets exceeding $14 billion. Candice has spoken in multiple global sustainable investment conferences and featured and mentioned in various video and print publications.

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CHLOE DUANSHI

CHLOE DUANSHI

Head of Investment Strategies, Rockefeller Global Family Office

 

Chloe Duanshi is a Managing Director and the Head of Investment Strategies of the Rockefeller Global Family Office. She is a member of the firm’s Management Committee.

As the Head of Investment Strategies, Chloe is responsible for developing broad capital market outlook across asset classes as well as designing strategic and tactical asset allocation guidance for the Rockefeller Global Family Office. Chloe is also focused on working with clients to construct bespoke, institutional-caliber portfolios with traditional and alternative investment solutions, utilizing proprietary portfolio construction techniques that seek to identify and capture a diversified collection of unique, fundamental return drivers.

Before joining Rockefeller, Chloe was a cross-asset strategist at Morgan Stanley, where she specialized in asset allocation and portfolio construction for ultra-high net worth individuals, single family offices, endowments, and foundations. Prior to that, Chloe spent a number of years at BNP Paribas in equities and commodities derivatives.

Chloe received her B.S. degree, magna cum laude, from the Sibley School of Mechanical & Aerospace Engineering at Cornell University and M.A. degree in Mathematics from Columbia University. Chloe is a CFA® charterholder.

 

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ADRIENNE HART

ADRIENNE HART

Vice President and Head of Philanthropy 

 

Adrienne Hart is a Vice President and Head of Philanthropy at Rockefeller Capital Management, based in Philadelphia, PA. Prior to joining Rockefeller Capital Management, Adrienne was an Associate in the Private Client Group at Troutman Pepper and a Fiduciary Advisor for Hawthorn, PNC’s Family Office Division. Adrienne has spent her career counseling high-net-worth individuals and families on matters of individual estate, tax, business succession, charitable and generational wealth planning and administration. Adrienne also counsels charitable and non-profit organizations on qualification for and maintenance of tax-exempt status.

Adrienne is a member of the State Bars of Pennsylvania, New Jersey, and New York as well as the Philadelphia Estate Planning Council. Adrienne received her J.D. and LL.M from Villanova University Charles Widger School of Law.

 

 

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TIMOTHY LAFFEY

TIMOTHY LAFFEY

Head of Tax Policy & Research, SVP

 

Timothy Laffey is Head of Tax Policy & Research within the Global Family Office at Rockefeller Capital Management. In his role, Tim partners with colleagues across the organization in strategically advising clients with executive compensation, private equity, and multi-state taxation issues, as well as guide them through the implications of tax regulations while advising on tax strategies. He is also responsible for supporting our Family Office tax teams as well as setting tax policy for the Family Office.

Prior to joining Rockefeller, Tim was a Senior Vice President and Senior Wealth Planner in Wells Fargo Private Bank’s Regional Wealth Planning group and was a practicing attorney in the Personal Law group of Morgan, Lewis & Bockius. He has spent his entire career counseling and advising ultra-high net worth clients in all aspects of income, estate, gift and generation-skipping transfer tax planning, as well as business succession and philanthropic planning. Tim started his career in the Private Client Advisors group of Deloitte Tax.

Tim earned his accounting degree from the University of Scranton, magna cum laude, and his J.D. and Masters of Law in Taxation from Villanova University School of Law. He is licensed to practice law in Pennsylvania and New Jersey.

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ELISABETH "LISI" MADDEN

ELISABETH "LISI" MADDEN

President of Rockefeller Trust Company

 

Elisabeth "Lisi" Madden is the President of Rockefeller Trust Company, N.A. and a Managing Director of Rockefeller Capital Management. She is a member of the firm’s Management Committee. Prior to joining Rockefeller, Lisi was an associate with Milbank LLP for seven years, focusing on estate planning and administration of trusts and estates. Lisi holds a B.A. from the University of Pennsylvania and a M.Sc. from the London School of Economics. She also holds a J.D. from Vanderbilt University Law School and an Advanced Certificate in the field of Estate Planning from New York University School of Law. Lisi is a member of the New York State Bar Association.

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ELIZABETH P. MUNSON

ELIZABETH P. MUNSON

Chairperson, Rockefeller Trust Company NA and Delaware

​

Elizabeth P. Munson is the Chairperson of Rockefeller Trust Company, N.A. and The Rockefeller Trust Company (Delaware). She is a Managing Director and member of the firm’s Executive Committee. In this role, she specializes in advising high-net-worth individuals and families, particularly in trust and estate planning and philanthropic matters.

Prior to joining Rockefeller, Liz was a partner in White & Case’s Private Clients Group, where she practiced from 1983 to 2001. In her law career, her practice focused on providing tax and estate planning for high-net-worth families, foundations, endowments, and nonprofit organizations. She also advised the Private Clients Group at several leading banking institutions.

Liz earned a bachelor’s degree from Yale College, an LL.M. in taxation from New York University School of Law, and a J.D. from Harvard Law School.

She is highly involved in serving several nonprofit organizations, including as Board Chair of Lenox Hill Neighborhood House, Vice President and Secretary of Sheltering Arms Children and Family Services, Secretary of the Cancer Schmancer Foundation, and a Director of Stichting to Promote Women’s World Banking. She is also a director of CPA®18, a real estate investment trust advised by W.P. Carey & Co, LLC.

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JOSEPH ROBERTS

JOSEPH ROBERTS

Head of Wealth Strategy, MD

 

Joseph Roberts is a Managing Director and Head of Wealth Strategy at Rockefeller Capital Management, based in Philadelphia, PA. He is a member of the firm’s Management Committee.

Prior to joining Rockefeller Capital, Joe worked for Zeke Capital, a National Multi-Family Office, and Abbot Downing, Wells Fargo’s Family Office. Joe started his career at PricewaterhouseCoopers in the Private Financial Services Consulting Group. Joe has spent his career advising families of unique wealth on their financial needs, including fiduciary administration, tax, wealth transfer, and risk mitigation. Joe is a member of the State Bars of Pennsylvania and New Jersey as well as the Tax Section of the American Bar Association.

Joe earned a J.D. and Masters in Taxation from Villanova University and B.A. from the University of South Florida.

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R. MITHCELL THEISS

R. MITHCELL THEISS

Executive Chairman, Strategic Advisory, MD

 

Mitchell Theiss is Executive Chairman of Strategic Advisory for Rockefeller Capital Management. He is a member of the firm’s Management Committee.

Mitch brings to Rockefeller more than 30 years of investment banking experience, having served as a trusted advisor to companies across a broad range of industry sectors.

Prior to joining Rockefeller, he was at Bank of America Merrill Lynch for 19 years, most recently serving as Chairman of Global Industrials. Before joining Merrill Lynch, Mitch spent a decade in investment banking at Goldman Sachs.

Mitch earned an M.B.A. from The Wharton School of the University of Pennsylvania.

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JANET WELCH

JANET WELCH

 Head of Family Office Services

 

Janet Welch is a Managing Director and the Head of Family Office Services at Rockefeller Capital Management. She is also a member of the Firm’s Management Committee.

In her role, Janet partners closely with colleagues in building out the operating platform for Family Office, and has oversight of Operations, Family Office Technology initiatives, Business Management, Bill Concierge, Tax Preparation Services, Financial Reporting, Marketing, and Finance.

Prior to joining Rockefeller, Janet was the Deputy Chief Operating Officer for the Dalio Family Office. While there, she oversaw transformation efforts, program management, the finance and accounting organization, and business continuity. Most recently, Janet was responsible for leading the transformation of key portions of the family office operations including the creation of a holistic security and risk program and the build-out of Human Resources capabilities. Previously, Janet held increasingly senior roles at organizations including Diageo North America, QSP Inc., and IBM. Janet completed her undergraduate degree at Rutgers University and received her M.B.A. at Pace University’s Lubin School of Business.

 

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BARRY WINTNER

BARRY WINTNER

Head of Manager Approval, MD

 

Barry A. Wintner, CFA is the Head of Manager Approval and a Managing Director of Rockefeller Capital Management. He is a member of the firm's Management Committee. Barry is responsible for advancing the delivery of third-party investment solutions in support of our client advisors. Prior to joining Rockefeller Capital Management in 2013, Barry was Senior Vice President of Research and Investments at Protégé Partners. Prior to joining Protégé in 2008, Barry served in various capacities for Asset Alliance Corporation as Senior Managing Director of Research and Investments, and held positions as Director of Research, and Senior Analyst. Barry is a Chartered Financial Analyst ® charterholder. He received a B.A. in Physics from the University of Pennsylvania, an M.S. in Physics from Cornell University and an M.B.A. from the Johnson Graduate School of Management at Cornell University. He is also a member of the Board of Trustees and the Investment Committee of St. Barnabas Hospital in the Bronx.

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GRACE YOON

GRACE YOON

Head of Business Development & Strategic Partnerships, MD

 

Grace Yoon is Head of Business Development & Strategic Partnerships for Rockefeller Capital Management. She is a member of the firm’s Management Committee.

As Head of Business Development and Strategic Partnerships, Grace is responsible for deepening client relationships and elevating client engagement for the Global Family Office. In this role, Grace is focused on enhancing the overall client experience, including engagement with women and next-generation family members, and building customized Sustainability and Impact investing solutions for clients. She is also responsible for curating and managing key relationships with strategic partners.

Prior to her current role, Grace was Chief Marketing Officer for the firm. Grace joined Rockefeller in March 2018 as Chief Operating Officer of Strategic Advisory and Head of Strategic Initiatives.

Before joining Rockefeller, Grace was a Managing Director at Morgan Stanley, responsible for driving wealth and asset management growth with investment banking clients. Prior to that, Grace spent a number of years at Bank of America Merrill Lynch in investment banking and equity capital markets and was a Director in investor relations for Merrill Lynch during the financial crisis.

Grace, a graduate of Phillips Exeter Academy, earned a bachelor’s degree in Economics from Brown University and an M.B.A. in Finance from the Leonard N. Stern School of Business at New York University.

She is a member of the Board of Directors of Invest in Girls.

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BRIANNA RITZ

BRIANNA RITZ

Client Advisor, SVP

 

Brianna Ritz is a Senior Vice President and Client Advisor in the Rockefeller Global Family Office. She joined Rockefeller in 2021 and leads a team that offers comprehensive financial services to ultra-high-net worth families. She has a deep expertise in investment advisory, trust and estates, multi-generational planning, tax strategy, risk management, cash flow planning, and benefits and compensation. Additionally, Brianna is a licensed attorney.

Prior to joining Rockefeller, Brianna was a client advisor in the executive financial management unit at Goldman Sachs Ayco Personal Financial Management. In this role, she served as an advisor to ultra-high-net-worth families, many of whom were corporate C Suite executives of Fortune 500 companies, providing comprehensive financial planning.

Brianna has a B.A. in business management from Syracuse University and a J.D. from the University of Pittsburgh School of Law, where she concentrated in federal income, gift and estate taxation. She holds her FINRA series 7, 66, 3 and 30 licenses. 

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JAKE ETLER

JAKE ETLER

Client Associate

 

Jake Etler is a Client Associate within the Rockefeller Global Family Office. He joined Rockefeller in 2021 as a part of the Ritz team. Jake brings with him experience in investments and commercial/retail banking. He has his Bachelor’s in Finance from Georgetown College in Georgetown, KY. He also holds his FINRA Series 7, 63 and 66.

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MARTIE DANDREA

MARTIE DANDREA

Senior Administrative Assistant

 

Martie DAndrea is a Senior Administrative Assistant in the Rockefeller Global Family Office. She joined Rockefeller in 2021 and brings with her over 20 years of diverse experience in professional executive assistant roles, with a track record of strong performance in high-volume, high-pressure environments. Martie skillfully manages her administrative duties, as well as develops and maintains client relationships for her team.

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