For current perspectives on the businesses, investors, and the financial markets click here.
HERMANSON EMBLETON WEALTH PARTNERS

Attentive and comprehensive wealth management
that endures for generations

Home

Our Team

Our Services

Contact Us

At Hermanson Embleton Wealth Partners, headquartered in Atlanta, Ga., we’ve found our niche in serving highly affluent families in our community. We build truly comprehensive wealth plans to help our families achieve their multigenerational life goals. We listen attentively, develop a deep understanding of their goals and dreams, then create highly customized investment strategies to meet those specific aspirations—carefully considering risk tolerance, time horizon and market conditions. We monitor and adjust those plans as needed, keeping pace with changing market conditions and life events.

As part of Rockefeller Capital Management, we’re able to leverage the firm’s rich history in helping wealthy families and individuals manage the nuances and complexities of multigenerational wealth. Their modern and seamless model for integrating private wealth and family office services melds perfectly with Hermanson Embleton Wealth Partner’s philosophy and approach to serving our clients’ needs.

Contact us to learn more about how you and your family can experience attentive and comprehensive wealth management services that will endure for generations.

HERMANSON EMBLETON WEALTH PARTNERS

(404) 443-2700

3060 Peachtree Road NW
Suite 110
Atlanta, GA 30305

“At Hermanson Embleton Wealth Partners, with this very team, I truly believe that I’m doing exactly what I’m supposed to be doing.”

Eric Hermanson, Private Advisor, Managing Director 

At Hermanson Embleton Wealth Partners, we pride ourselves on our deep relationships with our clients. We’re involved in nearly every aspect of their lives. By serving a limited amount of families, we’re able to provide unsurpassed service and value.

ERIC B. HERMANSON CFP®

Private Advisor, Managing Director 
EHermanson@rockco.com
(404) 476-2360
Biography +

JOHN F. EMBLETON, CIMA®

Private Advisor, Managing Director, Senior Portfolio Manager
JEmbleton@rockco.com
(404) 460-1271
Biography +

CHAD G. HERMANSON

Private Advisor, Vice President 
CHermanson@rockco.com
(404) 476-2362
Biography +

JEFFREY D. SPROCK, CIMA®

Portfolio Manager, Vice President
JSprock@rockco.com
(404) 476-2361
Biography +

GWYNNE STOWELL

Associate Vice President
GStowell@rockco.com
(404) 476-2363
Biography +

LAUREN WILLIAMS

Client Relationship Associate
LWilliams@rockco.com
(404) 443-4644
Biography +
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.

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 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

• 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 

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*

To help us assess your needs, can you share a range for your investable assets?

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.

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.
  • Investment Advisory
  • Wealth Advisory
  • Family Office Solutions
  • Strategic Client Solutions
  • Trustee Services and Estate Planning
  • Philanthropic Advisory

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.

We are pleased to offer our clients and their families special access and privileges through a handful of thoughtfully vetted and selected partners – each preeminent providers in their respective fields – providing highly personalized support on how to simplify, navigate, and elevate modern life.

Private Aviation
• A unique private aviation platform designed exclusively for Rockefeller Capital Management Clients

Private Health Advisory
• 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
• With access to specialists in art and collectibles globally, experts will provide guidance through the sales and acquisition process.

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.

Once in a Lifetime Experiences
• Almost any “bucket list” wish can be fulfilled for Rockefeller clients with VIP-savvy concierge experts who can pave the way to once-in-a-lifetime experiences, whether meeting global stars, participating in iconic events, or realizing other long-held dreams.

Unique Travel Experiences
• A leading travel concierge service that offers exclusive planning and booking for Rockefeller clients seeking unforgettable vacations. Clients have access at member-only rates to unique settings and destinations with family privileges.

Purpose-Driven Wine Platform
• A leading wine-appreciation platform offering a single source for Rockefeller clients interested in fine wines, insider offers and access to unique experiences. Clients can obtain allocated, reserve, library and collector-level wines. Through the Rockefeller Live Well Do Good Membership Program, a portion of profits go to support The Ocean Foundation.

Cyber Security
• An exclusive boutique company with a proven history of providing elite cyber-protection services for all digital security needs of individuals and their families to eliminate the risk of cyberattacks.

“The greatest joy in my profession is the friendship of our clients and to see them achieve their goals and have their dreams realized.  Playing an advisory role in the pursuit of those goals is the highest honor.”
John F. Embleton, Private Advisor, Managing Director
"You don’t find too many third-generation wealth advisory teams.  I learned a great deal from my grandfather and father.  They both valued the importance of nurturing multi-generational wealth and the importance of the family being good stewards of the family’s wealth.  Wealth comes with great responsibility and we value being advisors to multiple generations to guide them through the process of protecting and growing that wealth."
Eric Hermanson, CFP®, Private Advisor, Managing Director
“At Rockefeller, we’re proud to be part of a dynamic and growing team that is nimble, modern and steeped in extraordinary legacy.”
Gwynee Stowell, Senior Client Associate, Associate Vice President
“Leveraging a vast array of family office resources and experience, we help our clients define their goals, crystalize their financial futures, and achieve their dreams.”
Chad Hermanson, Private Advisor, Vice President
"Your goals and aspirations are at the forefront of our efforts to provide you with a private advisory experience that exceeds your expectations. It is our intention to understand your complete financial picture so that we can partner with you in developing your strategy to pursue your family objectives."
Jeff Sprock, Portfolio Manager, Vice President
"We measure our success upon the satisfaction of our clients.  We strive to ensure your experience and the service that you receive is at the highest possible level."
Lauren Williams, Client Relationship Associate
Our Ideas
There is no Alternative
There is no Alternative
The death of the U.S. Dollar's reserve currency status is greatly exaggerated
Skirting The Maginot Line
Skirting The Maginot Line
Old-Fashioned Bank Runs in Internet Time
Canary in the coal mine
Canary in the coal mine
Rockefeller Insights
Load More
News
Business Wire - April 3, 2023
IGM Financial, a Member of the Power Corporation Group of Companies, Making Long-Term Strategic Investment in Rockefeller Capital Management; Becomes Shareholder Alongside Majority Investor Viking Global Investors
Business Wire - January, 13 2023
Rockefeller Capital Management Expands Presence in Texas, Welcomes First Austin-Based Private Advisor Team
Business Wire - November 4, 2022
Rockefeller Capital Management Welcomes The Maxwell Group, of The Woodlands, TX, to its Rockefeller Global Family Office
Business Wire - October 20, 2022
Rockefeller Asset Management Expands Team to Scale Existing Capabilities and Position Growth Centered on Strategic Partnerships
Business Wire - October 7, 2022
Rockefeller Capital Management Welcomes the Mooney Stanley Group, of Pepper Pike, OH, to its Rockefeller Global Family Office – Expanding Presence in Midwest
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

Rockefeller Financial LLC is a broker-dealer and investment adviser dually registered with the U.S. Securities and Exchange Commission (SEC);Member Financial Industry Regulatory Authority (FINRA), Securities Investor Protection Corporation (SIPC). Rockefeller Financial LLC is not a bank. Where appropriate, Rockefeller Financial LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Rockefeller Financial LLC are not FDIC insured, may lose value, are not bank guaranteed, not a bank deposit, and not otherwise insured by any federal government agency.

Investing involves risk, including the possible loss of principal. Past Performance is no guarantee of future results and no investment or financial planning strategy guarantees profit or protection.

Rockefeller Capital Management LLC and its affiliates do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
ERIC B. HERMANSON, CFP®

ERIC B. HERMANSON, CFP®

Private Advisor, Managing Director 

 

Eric Hermanson is a Managing Director and Private Advisor at The Hermanson Embleton Group of Rockefeller Capital Management. A third-generation financial advisor in his second decade in the industry, Eric built his practice by serving C-suite executives of Fortune 500 companies and successful middle-market entrepreneurs who have experienced significant liquidity events. 

Before joining Rockefeller in February 2020, Eric and his team were at Morgan Stanley Private Wealth Management, where he had been named to the firm’s President’s Club and earned the Family Wealth Director designation given his expertise in helping ultra-high-net-worth families through the complex, multigenerational challenges of managing significant wealth. 

As a CERTIFIED FINANCIAL PLANNER™, the Hermanson Embleton Group’s senior member, and its Portfolio Management Director, Eric’s comprehensive wealth planning process helps clients crystalize their goals, see their complete financial picture, and establish and execute strategies to obtain those goals, always monitoring and adjusting as warranted. 

Eric earned his bachelor’s degree from the University of Georgia, where he studied Economics and Journalism. 

He is active in the community through Vistage International, Business Executives for National Security (BENS), and the Atlanta Charity Clays. Eric enjoys fishing, skiing, sporting clay shooting, and, most importantly, spending time at the beach with his family. He, his wife Shannon, and their two children, Kendall and Brendon, live in Sandy Springs. 

 

You have Successfully Subscribed!

CHAD G. HERMANSON

CHAD G. HERMANSON

Private Advisor, Vice President 

 

Chad Hermanson is a Vice President and Private Advisor at Hermanson Embleton Wealth Partners of Rockefeller Capital Management. 

Before joining Rockefeller in February 2020, he and his team were at Morgan Stanley. 

Primarily focused on wealth planning, Chad guides clients through a detailed process designed to help them obtain their specific needs and goals. With a nuanced understanding of what his clients are trying to accomplish, he gathers the data needed to complete their current financial picture, conducts thorough analyses of possible investment strategies and collaborates with the team to design highly customized and truly comprehensive plans. Chad monitors client plans and recommends adjustments to keep pace with changing market conditions and life goals. 

Chad earned a B.B.A. in Finance from Georgia State University. 

Outside the office, he enjoys spending time with his wife, Allison, two sons and Labrador retriever. 

 

You have Successfully Subscribed!

JEFFREY D. SPROCK, CIMA®

JEFFREY D. SPROCK, CIMA®

Portfolio Manager, Vice President 

 

Jeffrey Sprock is a Vice President and Portfolio Manager at Hermanson Embleton Wealth Partners of Rockefeller Capital Management. Drawing on more than sixteen years of experience, he primarily focuses on developing investment portfolios and tactical asset allocation models for the team’s ultra-high-net-worth clients. 

Before joining Rockefeller in February 2020, Jeff and his team were at Morgan Stanley, where Jeff had worked since 2006.  Jeff holds the Certified Investment Management Analyst® (CIMA®) designation, awarded by the Investments & Wealth Institute at the Yale School of Management. 

Jeff believes the key to The Hermanson Embleton Group’s success has been their ability to listen intently to each client’s hopes and aspirations, then customize investment strategies to help them meet those specific needs and goals. These strategies carefully consider variables such as risk tolerance, time horizon, and market conditions. Jeff is always available to answer clients’ investment-related questions and to discuss their current holdings or potential opportunities. 

Jeff earned a B.A. in Economics from Emory University and an MBA from the Georgia Institute of Technology Scheller College of Business. 

When he’s not working, Jeff enjoys spending time with his family, traveling, working out, playing golf, and volunteering. A native Georgian, Jeff and his wife Stacey currently reside in Ashford Park with their German Shepherd, Thatcher.  

You have Successfully Subscribed!

GWYNNE STOWELL

GWYNNE STOWELL

Associate Vice President

 

Gwynne Stowell is an Associate Vice President at Hermanson Embleton Wealth Partners of Rockefeller Capital Management. 

Before joining Rockefeller in February 2020, she and her team had been with Morgan Stanley, where Gwynne started in 2013 as a Business Service Manager and joined her present team in June 2017. She began her financial-services career at Janney Scott Montgomery in 2006. 

Now a 17-year industry veteran, Gwynne brings a diverse skill set to serving the team’s clients. Working to create an outstanding overall service experience, Gwynne helps clients with an extensive range of requests and delivers complete operational support to the team’s advisors. Her excellent organizational and communication skills, along with her attention to detail, are instrumental in The Hermanson Embleton Group’s efforts to achieve the highest levels of client satisfaction. 

Gwynne received her B.S. from Kennesaw State University. 

In her free time, she enjoys reading, movies and hiking with her dogs. Originally from Dallas, Georgia, Gwynne now lives in Alpharetta with her husband, Adam.  

 

You have Successfully Subscribed!

JOHN EMBLETON,CIMA®

JOHN EMBLETON,CIMA®

Private Advisor, Managing Director, Senior Portfolio Manager 

 

John Embleton is a Managing Director and Private Advisor at Hermanson Embleton Wealth Partners of Rockefeller Capital Management.  In 2020, John completed his 30th year in the financial services industry. During the last three decades, John has developed a great enthusiasm for helping high-net-worth families build, grow and preserve financial wealth through advanced planning, portfolio management and generational wealth advisory. 

Over his career, John spent eighteen years at Morgan Stanley and an additional ten years a Merrill Lynch.  In 2019 John moved his practice to Rockefeller Capital Management seeking greater access for his clients for bespoke customer service, unique additional investment opportunities in the alternatives space along with advanced tools for estate and financial planning.  In 2021 John teamed up with his fellow advisor from his Morgan Stanley days – Eric Hermanson.  Combined, John and his team have deep experience providing specialized advisory for client liquidity events such as a business sale or retirement and further assist with investment management and family office services. 

John has been a member of the New York Stock Exchange Hearing Board since 1998 and holds the Certified Investment Management Analyst® (CIMA®) designation, awarded by the Investments and Wealth Institute.  He earned a bachelor’s degree in business from The Citadel, The Military College of South Carolina, and is a member of BENS – Business Executives for National Security. John has been an active leader in the Atlanta Scouting community for the last fifteen years.  He has served as a Cubmaster and Scoutmaster for Boy Scouts of America and most recently Scoutmaster for the new Scouts BSA program for girls and is a board member of the Atlanta Area Council.  For his years of service to scouting John was presented the 2022 Silver Beaver award.  John loves the outdoors and enjoys sporting clays, fishing and is a private pilot. 

 

You have Successfully Subscribed!

LAUREN WILLIAMS

LAUREN WILLIAMS

Client Relationship Associate, Associate 

 

Lauren Williams is originally from Athens, GA. She moved to Atlanta in 2015 and began her career in financial services at Homrich Berg, a Private Wealth Management firm. In March of 2022, Lauren made the decision to join Rockefeller Capital Management.  

Lauren attended the University of Georgia, graduating in 2013 with a bachelor’s degree in Banking and Finance from Terry College of Business.   

In her free time, Lauren enjoys attending professional networking events and spending time with family and friends. She is a member of the UGA Alumni Association and National Society of Leadership and Success.  

 

You have Successfully Subscribed!