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DURRANI WANG WEALTH PARTNERS

A passion for providing comprehensive wealth management solutions

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At Durrani Wang Wealth Partners, our mission is to develop deep relationships and work as partners with our clients to provide sustainable financial planning and wealth management solutions.

It is crucial to our process to have every member of our team dedicated to servicing our clients. In doing so, we provide holistic financial services.

Our standards are complimentary to those established by the Rockefeller family legacy and the guardians who have so skillfully helped it thrive throughout seven generations and counting.

DURRANI WANG WEALTH PARTNERS

415-830-5770

Two Embarcadero
Suite 2320
San Francisco, CA 94111

“Rockefeller Capital Management has the resources that enable us to give our clients truly comprehensive, customized, and sophisticated advice.”

Ann Wang, Private Advisor, Managing Director

​

Durrani Wang Wealth Partners at Rockefeller Capital Management is dedicated to building relationships built on transparency and trust. We are here to provide you and your family with customized and valuable investment plans.

ANN WANG

Private Advisor, Managing Director
AWang@rockco.com
(415) 830-5765
Biography +

CAMILO COLORADO

Client Relationship Manager – Associate
CColorado@rockco.com
(415) 830-5778
Biography +

JAMIE DURRANI

Private Advisor, Senior Vice President
JDurrani@rockco.com
(415) 830-5766
Biography +

PAMELA DOWNES

Client Relationship Manager – Associate
PDownes@rockco.com
(415) 830-5759
Biography +

SUMMER MACALLISTER

Client Relationship and Operations Manager
SMacallister@rockco.com
(415) 830-5769
Biography +

DEBORAH SOLOMON

Team Business Manager 
DSolomon@rockco.com
(415) 830-5770
Biography +

JUNE MEE KIM

Client Relationship Manager
JKim@rockco.com
(415) 830-5768
Biography +

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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.

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.
  • Investment Advisory
  • Wealth Advisory
  • Family Office Solutions
  • Strategic Client Solutions
  • Trustee Services and Estate Planning
  • Philanthropic 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

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.

"When people ask me why I think the family has succeeded, I almost always conclude that the family has chosen to have high level advisors whom they totally trust and who are not just yes-men and women but you know give their honest opinions.”
David Rockefeller, Jr.
"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 & CEO
"Our team works cohesively toward the same goal - making meaningful impact in our clients' lives."
Ann Wang, Private Advisor, Managing Director
Our Ideas
There is no Alternative
There is no Alternative
The death of the U.S. Dollar's reserve currency status is greatly exaggerated
Skirting The Maginot Line
Skirting The Maginot Line
Old-Fashioned Bank Runs in Internet Time
Canary in the coal mine
Canary in the coal mine
Rockefeller Insights
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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.
ANN WANG

ANN WANG

Private Advisor, Managing Director 

 

Ann is a Private Advisor and Managing Director at Rockefeller Capital Management. She started working in financial services in 2004, and prior to Rockefeller spent over 16 years at Merrill Lynch Wealth Management. Ann is the founder of the Durrani Wang Group and is passionate about investment strategy and portfolio construction. Her team provides purposeful and focused wealth management solutions.

Ann began her career at Nestlé in a exclusive management program. From there she moved on to one of Del Monte’s largest businesses where she was one of their youngest managers.

She has served as a repeat guest speaker for organizations such as The Cornell Entrepreneur Network (CEN), The California Society of Certified Public Accountants (CalCPA), and the Association of Chartered Certified Accountants (ACCA). She was also a member of Legal Aid of Marin’s Financial Abuse Expert Team, which is a network of local investment professionals who volunteer to educate the public and advise the Marin Country District Attorney’s Office and Adult Protective Services.

*Ann was ranked in Forbes America’s Top Women Advisors 2020.

Ann graduated from Cornell University, where she fully paid her own way, obtained Dean’s List recognition, and received her B.S. in Business. While at Cornell she worked as a Statistics Teaching Assistant. She is a graduate of H&R Block’s Income Tax Course.

In her personal time Ann enjoys mixed martial arts and real estate investing. Originally from New York, she and her husband and daughter now reside in Mill Valley.

 

*The Forbes "America’s Top Women Advisors” rankings discussed above were designated in 2020 and last for a period of one year until new rankings are released.  

Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.

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JAMIE DURRANI

JAMIE DURRANI

Private Advisor, Senior Vice President 

 

Jamie is a Private Advisor, Senior Vice President at Rockefeller Capital Management. He first began working in the financial services industry in 1997. Prior to joining Rockefeller Jamie held positions at Merrill Lynch Wealth Management and spent 15 years as an executive at Wells Fargo.

Within the team Jamie is responsible for providing extensive knowledge on specific wealth management topics, including insurance arrangement, retirement planning, debt management and educational funding analysis. He also manages the day-to-day operation of the team and oversees each client account.

Jamie graduated from Emory University with a B.A. in International Relations. After graduating he spent the first four years of his career in Japan, where he travelled throughout Asia and Europe directing business development for a Japanese trading company. He then went on to earn his MBA from UCLA Anderson School of Management.

He enjoys traveling and being outdoors. Originally from New York, Jamie now resides in California.

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JUNE MEE KIM

JUNE MEE KIM

Client Relationship Manager

 

June is a Client Relationship Manager at Rockefeller Capital Management. Prior to joining Rockefeller June was at Merrill Lynch Wealth Management and found her way into the financial industry after spending several years outside of professional life to raise her children and explore pursuits such as creative writing, an Etsy store, organizational consulting, and various volunteer roles in educational and community-based organizations. 

Prior to that June was pursuing her doctoral studies in History and Anthropology at Harvard University and worked as a resident dean, teaching fellow, and adjunct lecturer. She graduated from Harvard College summa cum laude with an AB in Social Studies and an AM in East Asian Studies from the Graduate School of Arts and Sciences with a special interdisciplinary focus on immigration, diaspora and aspirational ideology.

She brings her many years of detail-oriented research methods, love of learning and inclusive interpersonal skills to the DW Group.

Born and raised in Seattle, Washington, June currently resides in Mill Valley with her husband and three children. In her personal time June enjoys gardening, photography, crafting, football (soccer), and ceramics.

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SUMMER MACALLISTER

SUMMER MACALLISTER

Client Relationship and Operations Manager 

 

Summer is a Client Relationship and Operations Manager at Rockefeller Capital Management. She has been working in the financial industry since 2018 and has a background in project management and international business.

Within the team Summer is responsible for all aspects of support and client service.

She graduated from California Polytechnic University, San Luis Obispo, with her B.S. in Business Administration with a concentration in Financial Management.

Summer was born in California and raised in Sonoma County. She now resides with her husband and two girls in Marin County. She enjoys spending time with her family, exercising, and being an active member in the school community for both her children.

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CAMILO COLORADO

CAMILO COLORADO

Client Associate 

 

Camilo's official title is currently Client Associate at Rockefeller Capital Management, but his role on the team is an advisor in training.  Prior to Rockefeller, he spent ten years of distinguished service as an Officer in the United States Navy and two years as a technical Project Manager at NASA Ames Research Center in Mountain View, California. 

In the Navy, Camilo managed up to 50 personnel as a Director of Facilities where he was able to enjoy forging strong relationships.  As a NASA Project Manager he helped design and develop experimental aeronautics and space research facilities which further strengthened his problem-solving and analytic skills. 

He soon realized he wanted to spend the rest of his career at the intersection of his personal enjoyment of finance, passion for forging relationships, and problem-solving analytic strength to develop great financial plans and portfolios for individuals and families. 

Camilo graduated from the University of South Florida with a degree in engineering and was the first of his family to attend college.  Camilo enjoys running, reading, and rooting for the New York Yankees.  Since 2007 he volunteers to help the underprivileged at the Society of Saint Vincent de Paul and was recently honored by being voted President.  Originally from Medellin, Colombia, he grew up in Brooklyn, New York and currently lives with his lovely wife and daughters in Menlo Park, California.    

 

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DEBORAH SOLOMON

DEBORAH SOLOMON

Team Business Manager 

 

Deborah serves as the Team Business Manager at Rockefeller Capital Management.  She also supports the team on operations and project-based needs. 

Deborah joined Rockefeller after taking time off to be a stay-at-home mom.  Before motherhood, she spent 15 years working in brand management reaching the Director Level where she held P&L responsibility managing well known consumer brands such as French’s, Del Monte and Jamba Juice.  

Deborah earned a bachelor’s degree from the University of California at San Diego and an MBA with honors from the University of Oregon.  She is a lifelong Oregon Duck fan, loves any kind of sports activity (as a fan or participant) and takes great pleasure in traveling near and far.  She resides in Atlanta with her husband and two daughters.   

 

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PAMELA DOWNES

PAMELA DOWNES

Client Relationship Manager- Associate

 

Pamela Downes is a Client Relationship Manager at Rockefeller Capital Management.  She started her career in business at a startup called BrassRing, as a Regional Client Business Manager responsible for executive business reviews, strategic consulting and negotiations as well as HR Community Relationships.  

After a hiatus to focus on her family, she returned to the workforce by joining the DW Group team.  Pam provides client services and critical account work.  

Pam enjoys watching her children play sports in her off time, reading, skiing and walking her dog on the beach.  

 

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