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HARTFORD GROUP

Welcome to the Rockefeller Global Family Office

Hartford Group is honored to be the flagship advisory team with Rockefeller Capital Management in San Diego. We are privileged to partner with high-net-worth clients including families, private businesses, and foundations. We care deeply for those we serve and recognize our role in helping guide financial decisions. 

We deliver comprehensive, unparalleled family-office services. Our team’s depth of experience and our understanding of our client’s goals result in deep and lasting relationships built on integrity, transparency, confidentiality, and trust. 

Our commitment to excellence and our values are consistent with and reflect the ethos of Rockefeller Capital Management. 

It is our pleasure to welcome you and to serve you and your family. 

HARTFORD GROUP

(424) 600-7920

10877 Wilshire Blvd.
Suite 700
Los Angeles, CA 90024

“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

At the Hartford Group, our mission is to serve you and your family. We are confidantes, counselors, and navigators, dedicated to managing the complexities of family and wealth.

CHARLES W. HARTFORD, CPFA™

Senior Vice President, Private Wealth Advisor
CHartford@rockco.com
(858) 727-5120

VERONICA CAMPANELLA, CFP®

Associate Vice President, Chief Planner & Operations Manager
VCampanella@rockco.com
(858) 727-5121

MICHELLE TARDY

Client Associate
MTardy@rockco.com
(858) 727-5122

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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.

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
Planning in a Challenging Market
Planning in a Challenging Market
Rockefeller Insights
Uniquely Rockefeller Special Client Event – Jack Brennan
Uniquely Rockefeller Special Client Event – Jack Brennan
A Conversation with Jack Brennan, Chairman Emeritus and Senior Advisor to Vanguard
Fed will likely cap rates around 3.5%, says Rockefeller Capital Management's Greg Fleming
Fed will likely cap rates around 3.5%, says Rockefeller Capital Management's Greg Fleming
Gregory Fleming joins CNBC's "Squawk Box"
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Charles W. Hartford, CPFA™

Charles W. Hartford, CPFA™

Senior Vice President, Private Wealth Advisor

 

Charles joined Rockefeller Capital Management and opened the firm’s flagship office in San Diego in February 2022. 

Prior to joining Rockefeller, Charles formed Hartford Group at Merrill Lynch, where he served as a financial advisor for 12 ½ years.  

Charles graduated from the United States Military Academy at West Point where he captained the Army water polo team and earned his Bachelor of Science Degree in 1989. Charles subsequently earned a Master’s Degree in History from the University of Kentucky and a Master’s Degree in Diplomacy and International Commerce from the Patterson School, University of Kentucky prior to an assignment as an associate professor in the Department of History at West Point.  

During his career as an Airborne Ranger infantry officer, Charles deployed multiple times and earned numerous awards and decorations in service to the nation, including the Combat Infantryman’s Badge, Legion of Merit, and the South African Parachutist Badge, as well as the Valorous Unit Award and the Bronze Star, both awarded following the successful rescue of an American POW in 2003. Charles’ last assignment on active duty was as the Deputy U.S. National Military Representative to the Strategic NATO Headquarters in Mons, Belgium.  

Charles and his wife Rebecca have four children and live in La Jolla. Their oldest son is a senior in the honors college at Palm Beach Atlantic University in Florida and captain of the golf team. Their daughter is a cadet at West Point and plays on the Women’s Army Rugby team. Their two youngest sons attend schools in La Jolla and are active student athletes. Charles is a past President of the Rotary Club of La Jolla and past Chairman of the San Diego Police Foundation. Additionally, Charles and Rebecca serve in a variety of leadership and board positions supporting their community and church. They enjoy the great outdoors and global excursions whenever time and weather permit. 

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Veronica Campanella, CFP®

Veronica Campanella, CFP®

Associate Vice President, Chief Planner & Operations Manager

 

Veronica joined Rockefeller Capital Management in February 2022 from Merrill Lynch Wealth Management. As the team's Chief Planner, she works diligently to gain a complete understanding of her client’s unique concerns and priorities. Her focus is on developing strategies and providing advice for individuals, their families, and their businesses by understanding their short and long-term financial goals.  

Veronica is a CERTIFIED FINANCIAL PLANNER™ certificant. She earned an MBA in Financial Planning from California Lutheran University. Outside of work, Veronica spends her time volunteering on the board of the Financial Planning Association. Veronica holds Series 7 and 66 FINRA registrations, along with Life Insurance, Long-Term Care Insurance, and Annuity Licenses. Veronica lives in La Jolla, California and enjoys boating, paddle boarding, discovering new music, and sculpt yoga. 

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Michelle Tardy

Michelle Tardy

Client Associate

 

Michelle has been part of the Hartford Group since 2021 and joined Rockefeller Capital Management in 2022. With over 15 years of customer service and hospitality experience, Michelle takes great pride in creating meaningful relationships with clients and assisting them in all aspects from onboarding to personal attention for all service requests.  

When not in the office, she enjoys horseback riding, hiking with her dog, gardening, travel, and spending quality time with friends and family. Originally from Bucks County, Pennsylvania, Michelle moved to San Diego in 2013. She does miss the changing of seasons and the East Coast colors of fall, but not shoveling snow during winter.  

Michelle is currently preparing to take her SIE, Series 7, and Series 66 exams. 

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