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HARVEY, SEESE & ASSOCIATES

Elevating The Family Office Experience

Harvey, Seese & Associates is headquartered just outside of Philadelphia in West Conshohocken, PA. We’re privileged to offer comprehensive private wealth management services to ultra-high-net-worth and high-net-worth families as well as business enterprises.

With the resources of Rockefeller Capital Management, we’re able to serve our clients’ every financial need—from helping business owners with cash flow, tax, succession and retirement planning, to helping multi generational families with trusts, estate plans and wealth transfer, to managing their investments so their goals can be achieved.

Everything we do starts with a comprehensive financial plan that solves for the complexities of each family. It’s crucial we get to know our clients and they get to know us. Clients quickly see that we treat families as if they are our own, the transparency in everything we do, and our deep commitment to giving back to our community.

Contact us to experience what it’s like to work with a team that truly has its clients’ best interests at heart, not just today but for many years–and generations–to come.

Harvey, Seese & Associates 

(484) 209-2055

100 Front Street
Suite 225
West Conshohocken, PA 19428

“At Harvey, Seese & Associates, we see ourselves as partners, sharing ownership of our practice and collectively working for the betterment of the families we’re privileged to serve.”

Jeffrey Harvey, Managing Director, Private Wealth Advisor

At Harvey, Seese & Associates, we solve our clients’ greatest wealth challenges, harnessing decades of experience with comprehensive financial planning and the vast resources of Rockefeller Capital Management. Importantly, we treat our clients and their families as if they were our own.

JEFFREY HARVEY, CPFA, CEPA, CPWA®

Managing Director, Private Wealth Advisor

JHarvey@rockco.com
(484) 209-2050
Biography +

SEAN SEESE, CPFA, CIMA®, C(k)P®

Senior Vice President, Private Wealth Advisor
SSeese@rockco.com
(484) 209-2051

MELISSA MOYER

Team Chief Operating Officer
MMoyer@rockco.com
(484) 209-2052

RICHARD DODD, CFA®, CAIA®

Team Chief Investment Officer 
RDodd@rockco.com
(484) 209-2053

JILLEASE HAZZARD

Lead Administrative Partner
JHazzard@rockco.com
(484) 209-2054
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.

merged with holistic advisory and family office services.
The Rockefeller difference is our unique combination of holistic and specialized services, designed to complement world-class wealth planning and advisory.

• Financial Accounting & Bookkeeping

• Trust & Estate Planning

• Family Legacy & Governance Advisory

• Bill payment

• Philanthropic advisory

• Human Resources Services

• Cash flow and liquidity planning

• Bill payment

• Next Gen Financial Education

• Aggregated Reporting

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 serves individuals, families and institutional investors whose focus on alpha generation requires an experiences partner with a demonstrable investment history. With more than 30 years of experience in global investing, we offer Equity and Fixed Income strategies whose performance over multiple market cycles is driven by a disciplined process and our collaborative culture.

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.

Request an Introduction 

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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
What’s Driving the Success of this 3-Year-Old “Modern” Multi-Family Office?
What’s Driving the Success of this 3-Year-Old “Modern” Multi-Family Office?
A conversation with Michael Outlaw, National Field Director of Rockefeller Global Family Office
We Are Bolder
We Are Bolder
Our Approach to Sustainable Investing: Rockefeller Sustainable Investment Portfolios
Trouble With the Curve
Trouble With the Curve
In this quarter’s edition of Global Foresight, we discuss the shape of the yield curve and its implications for the markets ahead and for growth and value styles in particular.
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JEFFREY HARVEY, CPFA, CEPA, CPWA®

JEFFREY HARVEY, CPFA, CEPA, CPWA®

Managing Director, Private Wealth Advisor

 

Jeff Harvey is a Managing Director and Private Wealth Advisor at Harvey, Seese, & Associates at Rockefeller Capital Management. His team provides comprehensive private wealth management services to a limited number of ultra-high-net-worth and high-net-worth individuals, families and corporations. Among his areas of expertise are advising corporate executives, middle-market business owners and multi-generational wealth planning. As the team’s founding partner, Jeff also leads the strategic direction of the practice.

Jeff began his career in 1993 at Merrill Lynch, where he was a wealth management advisor until he and his team joined Rockefeller Capital Management in 2020. He earned his bachelor’s degree from the University of Delaware. Always seeking to improve, he has earned additional certifications as a Certified Private Wealth Advisor (CPWA®), a Certified Plan Fiduciary Advisor (CPFA) and a Certified Exit Planning Advisor (CEPA).

Having served on a number of boards and investment committees over the years, Jeff currently is Chairman of the board of the Sunday Breakfast Rescue Mission for the homeless in Philadelphia. 

Jeff was named one of Forbes’ Best in State Wealth Advisors in 2018, 2019 and again in 2020.

A man of faith, Jeff in his free time enjoys leading Bible studies and playing paddle tennis and golf. Also an avid runner, Jeff is an annual participant in the Blue Cross Broad Street Run. He lives in Newtown Square, Pa., with his wife Breanna and three children.

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SEAN SEESE

SEAN SEESE

Senior Vice President. Private Wealth Advisor

 

Sean Seese is a Senior Vice President and Private Wealth Advisor at Harvey, Seese & Associates of Rockefeller Capital Management, where he provides comprehensive private wealth management services to ultra-high-net-worth and high-net-worth individuals and families. He also works closely with corporations to address their financial goals and planning needs. His areas of focus include investment management, retirement planning and corporate retirement plans.

Before he and his team joined Rockefeller Capital Management in 2020, Sean had been with Merrill Lynch Wealth Management since 2006. Over the years, he’s developed a passion for investment management and asset allocation to help clients achieve their goals.

In his efforts to consistently develop his skills and improve his ability to serve his clients, Sean has earned various designations. Most recently, Sean became a Certified Investment Management Analyst® (CIMA®) and a Certified 401(k) Professional (C(k)P).

Sean has been named one of Forbes’ America’s Top Next-Generation Wealth Advisors in 2017 and 2018. In 2019, he was named one of Forbes’ Best-in-State Next Generation Wealth Advisors.

He is a graduate of St. Joseph’s University with a bachelor’s degree in Finance.

Sean serves on the Advisory Council for The First Tee of Greater Philadelphia and on the Planned Giving Committee of Abington Hospital. Sean in his free time enjoys playing golf and paddle tennis. He lives in Rydal, Pa., with his wife Kim, daughter Stella, son Greyson and their French bulldog Gizmo.

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MELISSA MOYER

MELISSA MOYER

Team Chief Operating Officer

 

Melissa Moyer is the Team COO for Harvey, Seese & Associates of Rockefeller Capital Management. She manages the daily operations of her team’s practice to ensure operational efficiencies and the ultimate client experiences.

Before she and her team joined Rockefeller Capital Management in 2020, Melissa had been with Merrill Lynch Wealth Management since 2017, where she was a Vice President.

Melissa began her career in 1993 in equity trading, evolving her role over time into one of executive-level leadership. Melissa has led client-services divisions nationwide and has proven success in streamlining operations while managing compliance and risk.

She holds the Series 7, 63, 66, 24, 9 and 10 licenses.

In her free time, Melissa enjoys reading, walking and cooking. She lives in Lansdale, Pa., with her three children: Todd, Olivia and Matthew.

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RICHARD DODD, CFA®, CAIA®

RICHARD DODD, CFA®, CAIA®

Team Chief Investment Officer

 

Richard Dodd is the Team CIO for Harvey, Seese & Associates of Rockefeller Capital Management.

Before he and his team joined Rockefeller Capital Management in 2020, Richard had been an investment analyst at Merrill Lynch. Before that, he was an associate on the portfolio management team at FS Investments, where Richard was involved in a variety of investment, financial accounting and operational aspects of managing private credit, high-yield credit, and alternative beta investment funds.

Richard received a B.A. in Economics from Yale University and a Masters in Nonprofit Leadership from the University of Pennsylvania. He has earned the Chartered Financial Analyst® (CFA®) and Chartered Alternative Investment Analyst® (CAIA®) designations.

In his free time, Richard enjoys playing squash and traveling. He grew up in Johannesburg, South Africa and currently lives in Bryn Mawr, Pa., with his wife.

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JILLEASE HAZZARD

JILLEASE HAZZARD

Lead Administrative Partner

 

Jillease Hazzard is the Lead Administrative Partner at Harvey, Seese & Associates of Rockefeller Capital Management. She coordinates the administrative logistics for the team and assists clients with everything from the onboarding process to their day-to-day needs.

Before she and her team joined Rockefeller Capital Management in 2020, Jill had been with Merrill Lynch Wealth Management since 2005.

Jill earned her degree in Economics from Villanova University in 2002.

Originally from Long Island, N.Y., and now a resident of Roxborough, Pa., Jill enjoys hiking with her two boxers and playing tennis.

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