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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

Rookwood Exchange
3825 Edwards Road, Suite 103
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

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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.

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.

Our Ideas
Engaging Ideas:  Utilities Sector - Unlocking the Vast Potential of an Increasingly Electrified World
Engaging Ideas: Utilities Sector - Unlocking the Vast Potential of an Increasingly Electrified World
In the latest edition of our “Engaging Ideas” commentary series, Jose Garza, Senior Equity Analyst – Thematic Investments, provides his views on the utilities sector, which may be a source of compelling investment opportunities as the world shifts toward clean electrification.
Tomorrow's News Today
Tomorrow's News Today
Anticipating 2022’s headlines
Constructive Engagement Series: Campaign to Protect Privacy and Secure Sensitive Data
Constructive Engagement Series: Campaign to Protect Privacy and Secure Sensitive Data
Our “Engagement to Protect Privacy and Secure Sensitive Data” campaign targeted portfolio companies where privacy and data security were identified as material ESG issues and where our research identified gaps in performance or disclosure compared to best practice.
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