For current perspectives on the businesses, investors, and the financial markets click here.
THE HAMBLETON FIELER GROUP

Welcome to the Rockefeller Global Family Office

At The Hambleton Fieler Group, headquartered in Cincinnati, we have spent years cultivating meaningful and lasting relationships with each one of our clients. Our approach to wealth management is centered around transparency and honesty, which is highly tailored to each client’s unique needs. As a team we take pride in understanding the goals and needs of our each of our clients.  We design and execute a plan that is rooted in sound financial discipline — aligned to the over-arching goal of capital preservation for the wealth our clients have created — while providing a diversity of opportunities to grow that wealth in the future.

With over 75 combined years of experience in wealth management, our team has developed a deep and successful approach and practice – a practice focused on working with retirees and their families. We help navigate the uncertainties associated with retirement planning by connecting with our clients on a personal level.

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 premier lifestyle advisory partners.

THE HAMBLETON FIELER GROUP

(513) 964-5010

3825 Edwards Road
Suite 630
Cincinnati, OH 45209

“For me, excellent client service is a function of strong, honest, and transparent relationships – our clients trust us and our advice, because they trust us as human beings.”

Ross Hambleton, CFP®, Managing Director, Private Wealth Advisor, Partner of The Hambleton Fieler Group

Founded in 1977, our team’s standards for services are the same standards established by the Rockefeller family legacy and the guardians who have so skillfully helped it thrive through seven generations and counting.

ROSS J. HAMBLETON, CFP®

Managing Director, Private Wealth Advisor
Partner of The Hambleton Fieler Group
RHambleton@rockco.com
(513) 964-5020

MICHAEL J. FIELER, CFA

Managing Director, Private Wealth Advisor
Partner of The Hambleton Fieler Group
MFieler@rockco.com
(513) 964-5021

MATTHEW HAMBLETON, CRPC®

Managing Director, Private Wealth Advisor
Partner of The Hambleton Fieler Group
MHambleton@rockco.com
(513) 964-5022

ANDREW T. SULLIVAN

Vice President, Private Wealth Advisor
Partner of The Hambleton Fieler Group
ASullivan@rockco.com
(513) 964-5023

CARRIE M. THOMAS, CFA

Vice President, Team Chief Investment Officer
CThomas@rockco.com
(513) 964-5024

MARGARET A. HAWK, CRPC®

Vice President, Team Chief Operating Officer
MHawk@rockco.com
(513) 964-5025

MARY C. MAUDLIN

Lead Administrative Partner
MMaudlin@rockco.com
(513) 964-5026

KATHLEEN M. STUCKER

Senior Client Associate
KStucker@rockco.com
(513) 964-5027

LAUREN DIFIORE

Client Service Associate
LDiFiore@rockco.com
(513) 964-5009

ROSS A. HAMBLETON

Client Associate
RAHambleton@rockco.com
(513) 964-5011

Request an Introduction

Please complete the form below. Fields marked with an asterisk (*) are required. You will be contacted shortly. We will not distribute any of your personal information that is submitted on our site. This includes your email address, postal address, phone number, and any other personal data.

preferred method of contact*

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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
Engaging Ideas: Acceleration of Decarbonization Driven by the War in Ukraine
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
Load More
ROSS J. HAMBLETON, CFP®

ROSS J. HAMBLETON, CFP®

Managing Director, Private Wealth Advisor, Partner of The Hambleton Fieler Group

 

Ross focuses on working with high net worth individuals and their families to understand their financial goals and implement a tailored wealth management plan. He helps clients in identifying and prioritizing personal and financial goals – including investments, wealth transfer, estate planning services and retirement income.

Ross began his career in the financial services industry in 1998 after receiving his Bachelor of Science in business administration from Miami University in Oxford, OH. He has earned the CERTIFIED FINANCIAL PLANNER certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc.

Ross lives on the western side of Cincinnati in Bridgetown with his wife and four children. Ross is proud to participate in numerous fund raising activities, including events for the Alzheimer’s Association of Greater Cincinnati.

You have Successfully Subscribed!

MICHAEL J. FIELER, CFA

MICHAEL J. FIELER, CFA

Managing Director, Private Wealth Advisor, Partner of The Hambleton Fieler Group

 

In 1993, Mike joined the team and began his career in the financial and investment planning industry. Mike grew up in Cincinnati and moved back after graduating from Brown University with a Bachelor of Arts in business economics and organizational behavior and management. Prior to joining the team, Mike spent one year with Norwest Bank in Dayton, Ohio, participating in a Management Training Program. He attained his Chartered Financial Analyst (CFA) designation in 1999.

Mike lives in Western Hills with his wife and their three children. He is involved with the Elder High School Classic Board and is a tutor for the Literacy Network. Currently, he tutors a fourth grader at Oyler, a Cincinnati Public School.

You have Successfully Subscribed!

MATTHEW HAMBLETON, CRPC®

MATTHEW HAMBLETON, CRPC®

Managing Director, Private Wealth Advisor, Partner of The Hambleton Fieler Group

 

Matthew works with high net worth retirees on their investment plan, distribution and income planning, and helping to ensure their retirement objectives are met through a customized financial plan.

Matthew started his career in the investment industry in 2003 and has been a part of the tremendous changes that the industry has undergone. What separates Matthew and the team apart is their commitment to remaining proactive and dynamic when it comes to working with clients and building their wealth management strategies.

In 2002 Matthew graduated with a B.S. in business from the Indiana University Kelly School of Business. He joined The Hambleton Fieler Group at Smith Barney in 2003 after graduating. The team went on to Merrill Lynch Wealth Management in 2006 and joined Rockefeller in 2021. Matthew received his Chartered Retirement Planning Counselor designation from the College for Financial Planning in 2008.

Matthew lives in Mount Lookout with his wife and their three kids. In his free time, Matthew enjoys playing golf, biking, and spending time with his family. He serves on the board of Cincinnati Alzheimer’s Association, Xavier University’s Executive Mentorship program, and Elder High School Golf Classic.

You have Successfully Subscribed!

ANDREW T. SULLIVAN

ANDREW T. SULLIVAN

Vice President, Private Wealth Advisor, Partner of The Hambleton Fieler Group

 

Andrew takes pride in working with clients to help develop a personalized and comprehensive wealth management strategy or “retirement roadmap”. He works closely with families to help ensure their financial strategy is designed to achieve their personal and financial objectives. He couples the client’s investment management and risk tolerance with their overall financial strategy while structuring their cash flow to help minimize taxes over their lifetime.

Andrew takes the time to develop meaningful and long-lasting relationships with his clients. He focuses on the ever-changing global economy and prides himself on remaining dynamic as well as proactive for his clients. He is dedicated to helping his clients achieve success.

Prior to joining The Hambleton Fieler Group in May 2011, Andrew was an Internal Wholesaler at Fifth Third Asset Management.

Andrew graduated with a B.S. in business administration from the University of Dayton in 2009. He is actively involved in Xavier University’s Executive Mentorship program and the Greater Cincinnati’s Alzheimer’s Association Chapter.  Andrew is a Cincinnati native and currently resides in Western Hills with his wife and two sons. Outside of spending time with family and friends, Andrew enjoys traveling and playing golf.

You have Successfully Subscribed!

CARRIE M. THOMAS, CFA

CARRIE M. THOMAS, CFA

Vice President, Team Chief Investment Officer

 

Carrie joined The Hambleton Fieler Group in November of 2013 to help further strengthen the team’s investments research capabilities and to provide portfolio management, proprietary model and asset allocation support. Since then her responsibilities have grown to include securities research, enhanced client reporting, investment opportunities sourcing, performance evaluation and core trading activities. Carrie thoroughly enjoys her responsibilities and takes pride in expanding her securities knowledge. She earned the Chartered Financial Analyst designation in August of 2017.

Carrie is dedicated to her fiduciary responsibilities, professional ethics, analytical skill, and investment management development.

Carrie graduated from Michigan State University with a Bachelor of Science in chemistry in 2004. She went on to pursue her graduate studies at Xavier University and discovered her passion for investments while co-managing the Xavier University Student Bond Fund. Upon graduating from Xavier University in 2011 with her MBA and concentration in Finance, she joined the Investment Management Group at Fifth Third Bank as a senior associate to provide portfolio management support. She joined The Hambleton Fieler Group in 2013 to strengthen the team’s core investment activities, trading responsibilities and research capabilities.

In her spare time, Carrie enjoys exploring the niches of the city, attending local community events, working on home improvement projects and spending time with her family and friends. An avid Spartan football fan, Carrie spends several weekends in East Lansing each fall. She enjoys working with Shared Harvest, a local foodbank, and volunteering for the Toys for Tots gift wrapping drive each holiday season.

You have Successfully Subscribed!

MARGARET A. HAWK, CRPC®

MARGARET A. HAWK, CRPC®

Vice President, Team Chief Operating Officer

 

Margaret graduated from Denison University with a Bachelor of Arts in Economics in 2014. Post-graduation she began her career in the financial industry with Cambridge Associates in Arlington, Virginia. While there she worked within the Data & Reporting division, focusing on client-level data, process improvement, training and development for the department. Margaret joined The Hambleton Fieler group to aid and support our Financial Advisors with client service and administration.

She currently lives in Mason, OH and enjoys running, spending time with her family and friends, and participating in events that support organizations such as the American Brain Tumor Associate and Susan G. Komen. In her spare time, she likes to travel and stay involved at her church.

You have Successfully Subscribed!

MARY C. MAUDLIN

MARY C. MAUDLIN

Lead Administrative Partner 

 

Mary is primarily responsible for processing new accounts, investment management implementation, monitoring account transfers between firms, coordinating duties among other client associates, and implementing ideas on enhancing the client service experience.

Mary takes a personal approach to help ensure her clients are comfortable with their transactions, requests, and transitions within the practice.

Mary began working for The Hambleton Fieler Group in 2006, and prior to that spent 26 years in the banking sector focusing on commercial and residential lending.

Mary and her husband live in Bellevue, KY and together they have three children and three grand-daughters. She enjoys scrapbooking and watching her grandchildren participate in sporting activities and dance.

You have Successfully Subscribed!

KATHLEEN M. STUCKER

KATHLEEN M. STUCKER

Senior Client Associate 

 

Kathy is mainly responsible for assisting the team with rebalancing and trading client portfolios, options, and client service management.

In 1996, she began her career in the investment industry with Provident Bank Investments. She transitioned to Merrill Lynch Wealth Management in 2004 and joined The Hambleton Fieler Group in 2010. Kathy transitioned to Rockefeller with the team in 2021.

Kathy lives in Bellevue, KY with her husband and they have three adult daughters and 3 grandkids. In her free time, she enjoys spending time with her family and volunteering at their local church.

You have Successfully Subscribed!

LAUREN DIFIORE

LAUREN DIFIORE

Client Service Associate 

 

Lauren joined the Hambleton Fieler Group in April 2021 and aided the team’s transition to Rockefeller from Merrill Lynch. She currently helps out with administrative tasks and client operations, as well as supporting our Financial Advisors with relationship management.

She graduated from Xavier University in 2019 with a B.S.B.A. in Finance. Lauren interned at UBS Financial Services, Inc. through college and upon graduation she began working full time as a Client Service Associate. During her time at UBS, Lauren gained knowledge and experience in the financial services industry and wealth management.

Lauren currently lives in Over-The-Rhine and in her free time enjoys working out, spending time with friends, traveling to see family in Michigan and coaching basketball at Friar’s Club in St. Bernard. She also regularly participates in fundraising and volunteering events for the Leukemia & Lymphoma Society and The American Cancer Society. As a proud alumna, she frequently attends Xavier University basketball games and The Williams College of Business alumni events.

You have Successfully Subscribed!

ROSS A. HAMBLETON

ROSS A. HAMBLETON

Client Associate 

 

Ross joined the Hambleton Fieler Group in August 2021, though he has interned with the team at Merrill Lynch since May of 2018. Ross is the son of Managing Director and Private Wealth Advisor Ross J. Hambleton Jr. He primarily undertakes new business development and marketing, as well as assisting client associates with administrative duties. Additionally, he supports the team’s Financial Advisors with relationship management.

Ross graduated from Miami University in Oxford, Ohio in 2021 with a Bachelor of Science degree in Finance from the Farmer School of Business. In his last semester at Miami, Ross earned the academic achievement of being placed on the Farmer School of Business Dean’s List. During his time in Oxford, Ross was a member of the Alpha Delta Phi, where he served as the Internal Vice President over his sophomore year. During the winter and summer breaks, Ross resumed his work as an intern with the Hambleton Fieler Group for the duration of college.

Ross currently lives in Oakley, Ohio and spends his free time exercising, hanging out with friends, and walking his dog. He is also a major Cincinnati sports fan and enjoys watching Bengals and Reds games. Ross also enjoys watching his little brother play high school football.

You have Successfully Subscribed!