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HASSAN GROUP

Welcome to the Rockefeller Global Family Office

At the Hassan Group, we offer high-touch service to our family of high-net-worth clients, including individuals, families, private businesses and foundations. We see ourselves as their quarterback for their financial lives and are the first call they make with every important decision and life milestone. 

Our team’s depth of experience and understanding of our clients’ needs ensures long-lasting relationships built on integrity and trust. We engage with our clients not only through frequent phone calls and meetings but also exclusive events and opportunities. 

With the tools and resources of Rockefeller Capital Management, we deliver unparalleled family-office services, from financial and estate planning, to accounting, taxes and bill pay, to lifestyle advisory and strategic advisory. 

It would be our pleasure to serve you and your family.   

HASSAN GROUP

300 First Stamford Place
Suite 230
Stamford, CT 06902
One Town Center Road
Suite 500
Boca Raton, FL 33486

“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 Hassan 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.

RICHARD HASSAN

Managing Director, Private Wealth Advisor
RHassan@rockco.com
(475) 284-2395

MATTHEW HOLBROOK

Senior Vice President, Private Wealth Advisor
MHolbrook@rockco.com
(475) 284-2397

GINA VALLE

Associate Vice President, PWM Director of Operations
GValle@rockco.com
(475) 284-2396
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 combination of holistic and specialized services, designed to complement customized 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.

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Richard Hassan

Richard Hassan

Managing Director, Private Wealth Advisor

 

Rich Hassan’s 28 years of experience have included advisor roles with Deutsche Bank, Alex. Brown, and Morgan Stanley Private Wealth Management. Frequently recognized as one of Barron’s Top 100 Advisors, Rich has also been featured in Barron’s articles on hedged strategies and structured products. Rich earned his bachelor’s degree from Queens College after beginning his undergraduate studies at the age of 16. Dedicated to community service, Rich runs a charitable fund that enables underprivileged children to participate in youth sports in the US and abroad. 

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Matthew Holbrook

Matthew Holbrook

Senior Vice President, Private Wealth Advisor 

 

Matt Holbrook has worked as an advisor for the past 13 years and has held roles with Deutsche Bank, Alex. Brown, Citigroup, and Neuberger Berman. A graduate of the University of Scranton where he earned a bachelor’s degree in finance, Matt is active with organizations dedicated to raising money for Children’s Cancer Research. 

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Gina Valle

Gina Valle

Associate Vice President, PWM Director of Operations 

 

Gina Valle has worked in financial services since 1994 and spent 11 years with Deutsche Bank prior to the acquisition of the company’s private client business by Raymond James in 2015. An avid runner, Gina has competed in marathons in New York City, Chicago, and Berlin. Gina is looking forward to running the London Marathon in April 2023.

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