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CM PRIVATE WEALTH

CM Private Wealth provides exclusive access and advice to a limited number of families. Our experienced team takes the highly complex and makes it simple, delivering tailored and comprehensive wealth solutions for every stage of our clients’ lives.

At CM Private Wealth, headquartered in Chicago, Illinois, we seek to simplify our clients’ lives. As their lifelong partners, we not only treat each client like family, but also help them to live their best lives.

Together, with our team’s 43 years of combined experience, we take the complex and make it simple as we strive to deliver tailored and comprehensive wealth management advice every step of the way.

We’ve been through multiple market cycles and have helped clients through simple and complex situations. We’re compassionate and understanding, and pride ourselves on confidentiality, especially in this era of social media. We listen intently, recommend solutions, and provide access to appropriate resources.

For the select families we serve, we deliver the highest levels of service and exclusive investment opportunities. With the leading tools and resources of Rockefeller Capital Management, we offer unparalleled in-house services, from financial and estate planning to accounting, taxes and other consultative services.

Contact us to learn more about how CM Private Wealth can help you and your family.

CM PRIVATE WEALTH 

(312) 681-7700

227 West Monroe Street
Suite 2050
Chicago, IL 60606

“An important differentiator is our ability to listen. We want to hear our clients articulate their goals and priorities, then provide thoughtful answers and strategies to help them achieve their aspirations.”

Bill Colwyn, CPFA, CRPC®, Managing Director, Private Wealth Advisor

CM Private Wealth makes sophisticated wealth management simple. Our experienced team provides exclusive access and advice to the few families we serve.

BILL COLWYN, CPFA, CRPC®

Managing Director, Private Wealth Advisor
(312) 681-7610
BColwyn@rockco.com

DAN MENDELSON, CPFA

Managing Director, Private Wealth Advisor
(312) 681-7611
DMendelson@rockco.com

MICHELLE MCCABE

Team Chief Operating Officer
(312) 681-7613
Mmccabe@rockco.com

NICOLE QUARANTA

Client Associate
(312) 681-7614
Nquaranta@rockco.com

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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.

Through a series of curated and vetted partners, we bring our clients and their families solution for lifestyle needs from everyday to the extraordinary.

Philanthropic advisory
• Philanthropy experts provide a functional foundation to help you build and manage your charitable program

Private Aviation
• A unique private aviation platform designed exclusively for Rockefeller Capital Management Clients

Concierge Healthcare
• 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
• A comprehensive, global services group for expert live and online auctions, art, jewelry, and other valuable collections.

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.

Our Ideas
Uniquely Rockefeller Special Client Event – Bruce Flatt
Uniquely Rockefeller Special Client Event – Bruce Flatt
A Conversation with Bruce Flatt, CEO of Brookfield Asset Management
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Engaging Ideas: Acceleration of Decarbonization Driven by the War in Ukraine
The outbreak of war in Ukraine has quickly galvanized the European Union’s commitment to reduce its reliance on Russian energy and accelerate its plans to increase the region’s renewable energy capacity. In this new commentary, we review the short- and long-term implications of this dynamic and the investment implications.
Energy, Security, Groceries
Energy, Security, Groceries
Time to focus on Main Street’s ESG
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BILL COLWYN, CPFA, CRPC

BILL COLWYN, CPFA, CRPC

Managing Director, Private Wealth Advisor 

 

Bill Colwyn is a Managing Director, Private Wealth Advisor at CM Private Wealth of Rockefeller Capital Management.

Prior to joining Rockefeller Capital Management in 2020, Bill spent 12 years as a financial advisor at Merrill Lynch in Northbrook, Ill., after 10 years with Smith Barney in Chicago.

Bill began his career as a practicing attorney in Chicago and is a member of the Bars of Illinois and Washington, D.C. He is also a member of the Chicago Bar Association.

A graduate of the University of Illinois Champaign-Urbana with a double major in Political Science and Speech Communication, Bill went on to earn his J.D. from DePaul University College of Law in Chicago.

He also earned the Chartered Retirement Planning CounselorSM designation and the Certified Plan Fiduciary Advisor (CPFA) credential.

Bill has deep roots in Illinois, having been born in Chicago and raised in Glenview. Beyond finance and investment, Bill has many diverse interests, including sports (skiing, golf, paddle and tennis), history, politics, philanthropy and travel.

He lives in Deerfield, Ill., with his wife and three wonderful children.

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DAN MENDELSON, CPFA

DAN MENDELSON, CPFA

Managing Director, Private Wealth Advisor 

 

Dan Mendelson is a Managing Director, Private Wealth Advisor at CM Private Wealth of Rockefeller Capital Management.

Prior to joining Rockefeller Capital Management in 2020, Dan spent 12 years as a financial advisor at Merrill Lynch is Northbrook, Il., after 11 years with Smith Barney in Chicago. Before that, he was a financial and credit analyst at NBD (now JPMorgan Chase).

Dan earned his bachelor’s degree from Indiana University, where he majored in Business Finance.

As a member of the Board of the Business Executives Association of Chicago, Dan stays abreast of the local issues facing businesses in his community.

Beyond working with clients and studying the financial markets, Dan enjoys astronomy, basketball, movies, travel and spending time with his family. Dan lives with his wife and children in Highland Park, Ill., where he was born and raised.

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MICHELLE MCCABE

MICHELLE MCCABE

Team Chief Operating Officer 

 

Michelle joined Rockefeller Capital Management in 2020. Prior to joining Rockefeller, she spent 5 years at Merrill as a Senior Registered Client Associate and was also at Morgan Stanley for 15 years. She has been in the financial industry since 1999 and studied Business Management at Northern Illinois University. As the team Chief Operating Officer, Michelle oversees all operational and administrative functions as well as supervises and manages the team. She is often the first point of contact for the clients, and her incredible attention to detail, follow-up, and attitude allows her to provide a great client experience. She is Series 7 and 66 licensed and can execute trades upon client requests. She prides herself on her organizational skills, commitment to improving team processes, and enhancing and deepening client relationships.

Outside of the office, she enjoys playing the piano, scuba diving, taking walks in the park with her dogs, and spending time with her husband Jerry and their twin sons. She lives in Grayslake and is an active member of the Lake County Mothers of Multiples club.

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NICOLE QUARANTA

NICOLE QUARANTA

Client Associate 

 

Nicole (Nicki) joined Rockefeller Capital Management in 2020. Prior to joining Rockefeller, she worked at two large financial firms for 8 years and has been in the high-end client service industry for over 10 years. Nicole earned her bachelor’s degree in Business Management and Organization at DePaul University in Chicago, IL. Her primary duties on the CM Private Wealth team include providing top level service to our clients, daily account administration, client maintenance, and onboarding facilitator. Her positive attitude and willingness to do whatever it takes to get the job done, makes her an invaluable member of the team.

Outside the office she enjoys cooking, travelling, and spending time exploring new adventures with her family. She lives in Evanston with her 9-year-old daughter and husband Ernesto.

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