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DBT WEALTH PARTNERS

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DBT Wealth Partners, our mission is to partner with our clients and their families to develop a customized and comprehensive investment plan that enables them to preserve and grow their wealth. Our detailed planning approach allows us to be nimble and proactive, understanding that the needs and goals of our clients are ever evolving.

As a multigenerational team, we have built long standing relationships – garnished on honesty and integrity. It is important to highlight that education is a major key to our philosophy; it is vital that our clients understand our process and the value created when thinking about wealth as an opportunity.

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.

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DBT WEALTH PARTNERS

561-617-8826

One Town Center Road
Suite 500
Boca Raton, FL 33486

“My goal as a Private Advisor has always been to keep the client at the center of everything we do. Our team truly cares about the well-being of our clients and is committed to excellence in all that we do for them.”

Marshall Duane, Private Advisor, Managing Director 

We are committed to being the steward of our clients overall financial picture. Our team works with each client to understand their goals, educate them on our process and ultimately create a path for them that helps enable them to preserve and grow their wealth for generations.  

CHRISTOPHER BELL, CFP®

Sports & Entertainment Director, Private Advisor, Senior Vice President
CBell@rockco.com
(561) 617-8826
Biography +

MARSHALL DUANE

Private Advisor, Managing Director 
MDuane@rockco.com
(561) 617-8825

Biography +

THOMAS TABOR

Private Advisor, Vice President 
TTabor@rockco.com
(561) 617-8827
Biography +

VINCENT FIORI

Team Wealth Manager, Vice President
VFiori@rockco.com
(561) 617-8837
Biography +

MASON LIU

Private Advisor, Analyst
MLiu@rockco.com
(561) 617-8829
Biography +

LISA TARSHIS

Senior Client Associate, Associate Vice President 
LTarshis@rockco.com
(561) 617-8828
Biography +

GIOVANA LAPINS DEPALO

Administrative Assistant
GDepalo@rockco.com
(561) 617-8814
Biography +
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

In much the same way as we have been fortunate to accompany our clients in their lifecycle journey, businesses, like people, go through their own lifecycle and, no different than any of us, are valuable in each of those various phases but for different reasons.

One common link we have all been bound by is the idea that the identification and ownership of great growth businesses is the best way to achieve investment success over long periods of time. Part of this success comes from knowing where in the business lifecycle a great company resides and understanding the risk/reward trade-offs based on these characteristics.

Our deep understanding of these characteristics inspires us to establish 3 discretionary equity investment strategies which correlate with the 3 main phases in the lifecycle of a business. We believe these equity strategies combined with our customized fixed income strategies are the ideal toolbox to provide quality asset allocation to any and all investors.

• Exclusive PWM Platform access to Alternative Investments such as Hedge Funds, Real Estate, private Equity and Direct Co-Investments.

life style advisory

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.

Individualized Charitable Planning Strategies

Legacy Giving Strategies

Efficient Strategies for Current Giving

Lifestyle Concierge Services

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“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, President and CEO
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There is no Alternative
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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.
CHRISTOPHER BELL, CFP®

CHRISTOPHER BELL, CFP®

Sports & Entertainment Director, Private Advisor, Senior Vice President 

 

Chris is the Sports & Entertainment Director, Private Advisor, Senior Vice President at Rockefeller Capital Management. Chris is a CERTIFIED FIANCIAL PLANNER®.

Chris is a co-founder of the DBT Group at Rockefeller Capital Management.  Chris has focused his financial services practice on helping families, business owners, corporate executives, entertainers, and professional athletes pursue their long-term life goals. His international sports and entertainment clientele includes NFL 1st round draft picks, NBA superstars, MLB All-Stars, an NCAA football Heisman trophy winner, a World Series MVP, an Associated Press College Basketball Coach of the Year, and Grammy Award-winning recording artists. Chris shares his expertise at speaking events, educating professional athletes on how to create preservation of capital and achieve their financial goals.

For his professional athlete clients, Chris assists with transitional career planning as they move into their next profession following retirement from sports. As a former collegiate athlete himself, Chris knows how to succeed in a team environment and has a deep understanding of the athlete’s code of privacy and competitive nature. He acts as a trusted advisor to his clients beyond their sports and entertainment careers, empowering them to create a championship quality of life.

Prior to joining Rockefeller, Chris was a First Vice President, Wealth Management Advisor at Merrill Lynch for 14 years. Chris lives in Boynton Beach, Florida, where he enjoys fishing, cycling, and playing golf.

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MARSHALL DUANE

MARSHALL DUANE

Private Advisor, Managing Director 

 

Marshall is a Private Advisor, Managing Director at Rockefeller Capital Management. He is a long tenured Portfolio Manager who, in addition to providing traditional advice and guidance, helps clients pursue their objectives by building and managing customized and personalized strategies which may incorporate individual stocks, bonds, model portfolios, and third-party investment strategies.

Prior to joining Rockefeller in 2021, Marshall was a Senior Vice president, Senior Financial Advisor at Merrill Lynch Wealth Management for 40 years. He began his career in the financial services industry in 1980 with Merrill in Delray Beach, Florida.

Marshall graduated from Tulane University with a BS in Engineering. He holds an MBA from Tulane as well.  A native Floridian, he is a graduate of Saint Andrews School in Boca Raton, where he was inducted into its inaugural Athletic Hall of Fame class, in 2002, for football and sailing. A world class athlete, Marshall was a member of the 1980 United States Olympic Team, representing the Flying Dutchman Class on the US Yachting Team. He won many championship regattas in the Flying Dutchman, Laser, Star and Etchells classes. He is also an avid golfer. Marshall is active in his community, notably having served as Chairman of the Bethesda Hospital Foundation when the hospital commenced its successful $100 million Capital Campaign. He served as a Council Member and Vice Mayor of his town for 12 years. Marshall and his wife, Susan, are the parents of three children and six grandchildren.

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THOMAS TABOR

THOMAS TABOR

Private Advisor, Vice President 

 

Thomas is a Private Advisor, vice President at Rockefeller Capital Management. Prior to joining Rockefeller, Thomas was a Financial Advisor with Merrill Lynch Wealth Management since 2014. Thomas performs sophisticated modeling of financial strategies and constructs customized investment portfolios to align with clients’ risk tolerances and time horizons.  Thomas also researches the specific investments utilized in those portfolios and tracks the implementation process for any changes.

Thomas has dedicated himself to thoroughly understanding the priorities of affluent individuals and families, providing them with personalized attention and customized investment strategies to help them pursue their short- and long-term financial goals.

Thomas earned a B.A. in Business Administration from Lynn University in 2012 as well as an M.B.A. in Finance in 2014. He is originally from Bay City, Michigan; but, has called Delray Beach home since 2008.

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MASON LIU

MASON LIU

Private Advisor, Analyst

 

Mason is a Private Advisor and Analyst at Rockefeller Capital Management. Prior to joining Rockefeller, Mason was a Financial Advisor at Merrill Lynch Wealth Management. Mason develops advanced investment sleeves for clients as part of their overall Financial Plan through use of the various Alternative Investments we have available on the platform. In addition, Mason assists clients on all things digitally / technologically related, encompassing use of their digital apps, accessing statements and documents digitally, etc. Mason is a Certified Plan Fiduciary Advisor.  

Mason was born in San Francisco, California, but has lived in South Florida for the past seven years. Mason earned a B.S. in Broadcast Journalism from University of Miami in 2016. Prior to joining the investment advisory business, Mason was a private school teacher in Boca Raton, teaching Economics and Mathematics. Mason is fluent in both English & Chinese. 

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LISA TARSHIS

LISA TARSHIS

Senior Client Associate, Associate Vice President 

 

Lisa is a Senior Client Associate, Associate Vice President at Rockefeller Capital Management.  Prior to joining Rockefeller, Lisa was a Registered Senior Client Associate at Merrill Lynch Wealth Management for 28 years.  Her focus and passion throughout her career has been to provide truly outstanding client service.  As the Client Relationship Manager for DBT Group, she handles day to day client service requests from money movement, new account opening, asset/account transfers, online assistance and much more.

Lisa is a Florida Atlantic University graduate with a BS Degree in Business, majoring in Finance. She is fully licensed and holds the Series 7 & 66 Finra Registrations.  Lisa resides in Boynton Beach, FL and enjoys yoga, broadway musicals and sports of all kinds.

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GIOVANA LAPINS DEPALO

GIOVANA LAPINS DEPALO

Administrative Assistant

 

Giovana is an Administrative Assistant for Rockefeller Capital Management. Prior to joining Rockefeller, Giovana was an Office Manager at Pioneer Square Advisors, LLC in Seattle, Washington. Preceding her time in WA, she also held a similar role at Matson, Driscoll & Damico, LLP in Weston, FL since 2013. Her initial experience as an Office Manager came in 2001 with Telular Corporation where she was responsible for Latin America and The Caribbean. Giovana spent over 12 years with Telular. She speaks three languages fluently (English, Spanish and Portuguese) and has 20 years’ experience working with clients in multinational corporations. Giovana resides in Coral Springs and enjoys traveling, attending sports events, and the beach. 

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VINCENT FIORI

VINCENT FIORI

Team Wealth Manager, Vice President

 

Vince Fiori is a Team Wealth Manager and Vice President at Rockefeller Capital Management. 

Vince works with a diverse clientele of professional athletes, wealthy families and private/public business owners. He assists clients with every aspect of their financial needs, including portfolio management, wealth planning, tax minimization strategies, liquidity planning, estate planning, cash management and philanthropy. He understands the complexities that professional athletes, entertainers and other public figures face in navigating their personal finances. 

Vince works closely with client’s agents, accountants and attorneys to establish a personalized and unique service relationship. He takes pride in clearly explaining every aspect of the wealth management process and holds transparency as a key principle in his investing philosophy. 

Prior to joining the DBT Group, Vince was a Financial Advisor at Morgan Stanley for seven years. He graduated the University of South Carolina with dual B.S. degrees in finance and sports & entertainment management. He pitched on the varsity baseball team, leading his team to four NCAA National Tournaments over the course of five seasons. 

Vince was born and raised in Ramsey, New Jersey and currently resides in Miami, FL. He enjoys spending time with family and friends, playing golf and attending various sporting events. 

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