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CHURCH, VERHULST, & WALSH

Welcome to the Rockefeller Global Family Office

At Church, Verhulst, & Walsh we pride ourselves on providing sound wealth management solutions, with the strength of client relationships we have cultivated over the years serving as the bedrock of our advisory services. We understand how important trust, transparency and honesty have become in the wealth management realm, and our business model is predicated on formulation of financial plans with these ideals at the forefront.

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.

Being a part of Rockefeller provides us with the opportunity to offer our clients unparalleled service, access to uncommon investment opportunities, a seamless digital platform, and access to premier lifestyle advisory partners.

CHURCH, VERHULST, & WALSH

(314) 887-6311

16090 Swingley Ridge Road
Suite 400
St Louis, MO 63017

“No matter the challenges presented to us by a client’s needs or ever changing market conditions, our team is dedicated to providing high quality wealth planning solutions.”

Joseph M Church, CFP®, Managing Director, Private Wealth Advisor

Our team is centered around excellence. We are confidants, counselors, navigators, and advocates, dedicated to managing the complexities of family and wealth.

JOSEPH M CHURCH, CFP®

Managing Director, Private Wealth Advisor
JChurch@rockco.com 
314-887-6331

ERIC M VERHULST, CIMA®

Managing Director, Private Wealth Advisor
EVerhulst@rockco.com 
314-887-6330

STEPHANIE B WALSH, CFP®

Vice President, Private Wealth Advisor
SWalsh@rockco.com
314-887-6332

KELLY C FRANKE

Associate Vice President, Senior Client Associate
KFranke@rockco.com 
314-887-6333

LINDSAY DREYER

Associate Vice President, Senior Client Associate
LDreyer@rockco.com 
314-887-6334

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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
Broken Promises
Broken Promises
The rise and fall of an “altruistic billionaire”
Game of Thrones
Game of Thrones
Political fratricides & the weaponization of oil
Uniquely Rockefeller Special Client Event – Lessons from a Leading Growth Investor with Warburg Pincus CEO Chip Kaye
Uniquely Rockefeller Special Client Event – Lessons from a Leading Growth Investor with Warburg Pincus CEO Chip Kaye
A Conversation with Chip Kaye, CEO of Warburg Pincus
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JOSEPH M CHURCH, CFP®

JOSEPH M CHURCH, CFP®

Managing Director, Private Wealth Advisor 

 

Joe has more than 30 years of experience providing financial and wealth management guidance and solutions. Prior to joining Rockefeller in 2021 he spent over 15 years at Merrill Lynch Wealth Management. Joe helps his clients with investing and tax management, estate and wealth transfers, and develops tailored, strategic strategies to address the complex needs of individuals with substantial wealth. He is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by Certified Financial Planner Board of Standards, Inc. FINRA registrations include Series 7 and Series 66.

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ERIC M VERHULST, CIMA®

ERIC M VERHULST, CIMA®

Managing Director, Private Wealth Advisor 

 

Eric has been in the financial services industry for more than 27 years. Prior to joining Rockefeller in 2021 he spent over 15 years at Merrill Lynch Wealth Management. His focus is on developing tailored financial plans for high-net-worth individuals, their families, and their businesses to help them meet their short-and long-term financial goals. He holds the Certified Investment Management Analyst® certification. His FINRA Registrations include Series 7 and Series 66. Eric is currently on the Board of Directors of Angel’s Arms.

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STEPHANIE B WALSH, CFP®

STEPHANIE B WALSH, CFP®

Vice President, Private Wealth Advisor 

 

Stephanie has more than 15 years of client management experience, financial planning, estate and wealth transfers with clients. She oversees the day-to-day operations of the team to ensure the client experience is excellent.  Stephanie obtained FINRA Registrations Series 7, Series 63, and Series 65. She is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by Certified Financial Planner Board of Standards, Inc She has earned a BA in Business Administration with an emphasis in Finance.

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KELLY C FRANKE

KELLY C FRANKE

Associate Vice President, Senior Client Associate

 

Kelly joined Church, Verhulst & Walsh in August of 2018. She, along with Lindsay, handles administrative and day-to-day operations with personal care and first-class service.  She assists clients with a wide breadth of daily needs, including titling of accounts, statement reviews, and online access. She currently holds her FINRA Registrations Series 7.

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LINDSAY DREYER

LINDSAY DREYER

Associate Vice President, Senior Client Associate 

 

Lindsay joined Rockefeller in 2021. She has been a part of the Church-Verhulst-Walsh since mid-2017. Lindsay joined the Church-Verhulst Team in mid-2017. Lindsay assists in the day-to-day operations of the team and oversees the client experience. She has earned a BS in Media Studies with certificate in advertising. Lindsay graduated with Cum Laude and Alpha Delta Sigma honors. She currently holds her FINRA Registrations Series 7 and Series 66.

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