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The Crowley Shemeld Jewayni Green Group

Welcome to the Rockefeller Global Family Office

At The Crowley Shemeld Jewayni Green 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 Washington, DC, The Crowley Shemeld Jewayni Green 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 CROWLEY SHEMELD JEWAYNI GREEN GROUP
(202) 890-8080
900 17th Street NW
Suite 603
Washington, D.C. 20006
“In many ways we are the CFO for wealthy families
– which means tailored solutions for every family we serve.”
Kenneth R. Crowley

At The Crowley Shemeld Jewayni Green 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.

KENNETH R. CROWLEY

Senior Vice President
Private Wealth Advisor
kcrowley@rockco.com
202-890-8060

GEHRET D. SHEMELD

Senior Vice President
Private Wealth Advisor
gshemeld@rockco.com
202-890-8061

JAHAN K. JEWAYNI

Senior Vice President
Private Wealth Advisor
jjewayni@rockco.com
202-890-8062

MAX GREEN

Vice President
Private Wealth Advisor
mgreen@rockco.com
202-890-8063

GUNN THONGNIYOM

Vice President
Private Wealth Advisor
gthongniyom@rockco.com
202-890-8064

CARA WEATHERS

Senior Client Associate
cweathers@rockco.com
202-890-8065

SAMUEL CAMPBELL

Investment Analyst – Associate Vice President 
scampbell@rockco.com
202-890-8067

JOSEPH HOSI

Client Associate
jhosi@rockco.com
202-890-8066

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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
KENNETH R. CROWLEY

KENNETH R. CROWLEY

Senior Vice President, Private Wealth Advisor

 

Ken is a Senior Vice President and Private Wealth Advisor at Rockefeller Capital Management. Prior to joining Rockefeller, Ken worked at Merrill Lynch Wealth Management where he started in 1999. He brings high-net-worth clients thoughtful wealth management strategies that are in line with their short- and long-term goals and reflect Ken’s experiences in financial services and business. Ken’s areas of focus include customized retirement planning, as well as the development of tax- and risk-minimizations, and estate planning strategies in coordination with clients’ legal and tax advisors. 

Ken holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. He is also a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios, and third-party investment strategies.

Before joining Merrill, Ken served as the President of Advanced Technology Systems International, a technology firm in Northern Virginia. Ken holds a Bachelors degree from the University of Northern Colorado and a Masters degree in International Business Transactions from George Mason University. Ken lives in McLean with his wife and their two children (who Ken coached for years in basketball and soccer). He also enjoys playing golf and tennis.

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GEHRET D. SHEMELD

GEHRET D. SHEMELD

Senior Vice President, Private Wealth Advisor

 

Gehret is a Senior Vice President and Private Wealth Advisor at Rockefeller Capital Management. Gehret began his financial services career in 1980, joining Merrill Lynch Wealth Management through the merger with Bank of America Investments, Inc. As part of his disciplined approach, Gehret establishes an appreciation of each client’s motivations – enabling him to craft agreed-upon strategies in which key aspects of clients’ financial goals are addressed. Gehret also holds the Chartered Retirement Planning CounselorSM designation.

A lifelong resident of Northern Virginia, Gehret holds a Bachelors degree in Economics from the University of Virginia. Gehret and his wife have one son, live in Fairfax, and enjoy tennis and sailing. Gehret has long been active in his community – having served as President of Fairfax Little League and Commissioner of Fairfax Police Youth Club (FPYC) Basketball.

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JAHAN K. JEWAYNI

JAHAN K. JEWAYNI

Senior Vice President, Private Wealth Advisor

 

Jahan is a Senior Vice President and Private Wealth Advisor at Rockefeller Capital Management. Prior to joining Rockefeller, Jahan was an advisor for Merrill Lynch Wealth Management. He focuses on educating clients and helping them make informed decisions regarding their wealth. Jahan takes the time to understand what is important to each client, and believes in using a disciplined process to help them reach their goals.

Jahan works with corporate executives and business owners through all stages of the business cycle, providing strategies for cash management, investment management, group retirement plans, financing, and business succession planning.

Jahan earned a B.S. degree in accounting from the Robert H. Smith School of Business at University of Maryland, and became a Certified Public Accountant in 1995. Prior to joining Merrill, Jahan spent over a decade as a small business owner, and financial consultant to small and medium enterprises. Jahan is actively involved with a number of non-profits, and is an advisory board member of Devotion to Children, an organization focused on helping children from economically disadvantaged families.

Additionally, Jahan is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.

Jahan lives in D.C. with his wife and daughter. In his free time, Jahan enjoys playing soccer, running and hiking.

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MAX GREEN

MAX GREEN

Vice President, Private Wealth Advisor

 

Max is a Vice President and Private Wealth Advisor at Rockefeller Capital Management. Previously, Max joined Merrill Lynch Wealth Management in 1999. He helps clients look forward to the lifestyles and legacies they envision. Max’s holistic, planning-based approach comes from his personal mission – to provide unbiased advice and guidance in a proactive and professional manner. He is also a graduate of University of Wisconsin, Madison and Brooklyn Law School.

Earlier in his career, Max was an arbitration advocate at the United Federation of Teachers in New York City and Director of Research at the U.S. Commission on Civil Rights. He also obtained foundation grants to write a critical history of the American labor movement, which was published in 1995 by the American Enterprise Institute, a Washington D.C. think tank. Max and his late wife have four grown children. When not working, Max enjoys cooking, gardening, reading and watching sports, movies, plays and operas.

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GUNN THONGNIYOM

GUNN THONGNIYOM

Vice President, Private Wealth Advisor

 

Gunn is a Vice President and Private Wealth Advisor at Rockefeller Capital Management, Prior to joining Rockefeller, Gunn worked at Merrill Lynch Wealth Management where he started in 2003. He provides clients with a personalized, 360-degree approach to managing their wealth. He has deep experience implementing customized investment strategies and providing rigorous portfolio analyses. Born in Bangkok, Thailand and raised in Frederick, Maryland, Gunn is a proud graduate of Pennsylvania State University where he earned a Bachelor of Science degree in Economics. A loyal alumnus, Gunn is a big fan of Nittany Lions football. He also is an avid fitness enthusiast while playing tennis and golf.

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CARA WEATHERS

CARA WEATHERS

Senior Client Associate

 

Cara is a Senior Client Associate at Rockefeller Capital Management. Cara launched her career at Bank of America in 2013, and joined Merrill Lynch Wealth Management and the team in 2016. Today, she serves as the “point person” for many clients and as their proactive liaison with other team members and specialists throughout the firm. For Cara, treating clients like family is a hallmark of her service commitment. Cara holds a Bachelor of Science degree in Environmental Science from George Mason University. She lives in Merrifield, Virginia and enjoys cooking, scuba diving, and acrobatics (just not at the same time).

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SAMUEL CAMPBELL

SAMUEL CAMPBELL

Investment Analyst – Associate Vice President 

 

Sam is an Investment Analyst – Associate Vice President at Rockefeller Capital Management. Prior to joining Rockefeller, Sam was an Associate at Merrill Lynch Wealth Management. He earned a Bachelors degree from James Madison University with a double major in Finance and Economics. In a short time, Sam’s proficiency in financial and data analysis, and ability to handle transactional requests, have impressed clients and team members alike. Sam is a participant in the CFA Program and is currently a CFA Level II Candidate. Outside the office, Sam enjoys playing tennis, hiking, running, snowboarding and traveling.

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JOSEPH HOSI

JOSEPH HOSI

Client Associate

 

Joseph is a Client Associate at Rockefeller Capital Management. Joseph is the newest member of the team, joining back in July, 2019, and is a class of 2019 graduate from Virginia Tech with a Bachelors degree in Economics and Finance. He is excited to begin his career and strives to be an excellent addition to the team. Joseph is an outdoor enthusiast who spent most of his free time in college rock climbing in West Virginia and North Carolina. Currently, he is pursuing competitive weightlifting and lives in Reston, Virginia

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