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The Claghorn Group

Welcome to the Rockefeller Global Family Office

At The Claghorn Group, located in New York City, we aim to leverage our multi generational expertise to provide our clients with a hand-tailored wealth management experience, unique to each and every one of them. We offer consistent wealth planning that allows for the continuation of wealth for generations to come.

Our team’s depth of experience and understanding of our clients’ needs ensures long-lasting relationships built on integrity and trust. We believe in a threefold approach for our client’s: help preserve their wealth, maintain and enhance their lifestyle, and assist in cultivating their long-term legacy to ensure generations of wealth follow. We are confidantes, counselors, and navigators, dedicated to managing the complexities of family and wealth.

THE CLAGHORN GROUP
212-549-5100
45 Rockefeller Plaza Floor 5 New York, New York 100201
“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

John W. Claghorn III

Managing Director, Private Wealth Advisor
John.Claghorn@rockco.com
212-549-5440

John W. Claghorn IV (Jake)

Senior Vice President, Private Wealth Advisor
Jake.Claghorn@rockco.com
212-549-5441

McKay Claghorn

Senior Vice President, Private Wealth Advisor
McKay.Claghorn@rockco.com
212-549-5442

Elizabeth Yermes (Liz), APP

Associate Vice President
Liz.Yermes@rockco.com
212-549-5443

Jack Browne

Senior Client Associate
Jack.Browne@rockco.com
212- 549-5444
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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
John W. Claghorn III

John W. Claghorn III

John Claghorn joined Rockefeller in July of 2022. After entering the financial services industry in 1974, John joined Tucker Anthony in 1982 prior to its acquisition by RBC Wealth Management. He was a managing director and a member of RBC Wealth Management’s Chairman’s Council. John graduated from Boston University and enjoys fly fishing in his free time.

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John W. Claghorn IV (Jake)

John W. Claghorn IV (Jake)

Jake joined Rockefeller in July of 2022. He began his career in 2004 on the institutional equity sales desk at RBC Capital Markets, covering hedge funds and pension plans in the U.S. and Canada. In 2012, Jake moved to Morgan Stanley Wealth Management, before joining RBC Wealth Management in 2015. Jake is a graduate of Bowdoin College and spends his time outside the office escaping New York City to go outdoors with his family; other interests include billiards, woodworking, and dog training.

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McKay Claghorn

McKay Claghorn

McKay joined Rockefeller in July of 2022 as a Senior Vice President, Private Wealth Advisor. After graduating from Cornell University in 2011, McKay began his career with RBC Capital Markets as a trader in Global Equities. In his eight years on the desk, McKay covered hedge fund clients and traded the health care and biotech sectors before joining RBC Wealth Management in 2019. In his free time, McKay performs stand-up comedy at clubs around the city.

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Elizabeth Yermes (Liz)

Elizabeth Yermes (Liz)

Liz joined Rockefeller in July of 2022. She had previously been with RBC since 2015 after four years with JPMorgan Chase. A proud graduate of the University of Wisconsin, Liz considers herself a film & television aficionado. She also enjoys traveling, concerts and sporting events.

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Jack Browne

Jack Browne

Jack joined Rockefeller in 2022 and was previously with RBC Wealth Management after graduating from the University of Massachusetts – Amherst in 2019. Jack is an avid skier and New York sports fan.

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