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HOLCOMB FREY WEALTH PARTNERS

Welcome to the Rockefeller Global Family Office

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Our team partners with clients and their families to develop a tailored and comprehensive investment plan aimed at preserving wealth today and growing it for future generations. As a multigeneration team, we have built long lasting relationships – built entirely on trust and transparency. With over 100 years of combined team experience, we understand the complexities associated with family wealth planning and are here to provide sound advice and guidance.

Our standards for our services are the same standards established by the Rockefeller family legacy and the guardians who have so skillfully helped it thrive throughout seven generations and counting. The trends they have weathered, the familial bonds they have bolstered, and the positive impact they have had on society are our benchmark.

HOLCOMB FREY WEALTH PARTNERS

3825 Edwards Road
Suite 630
Cincinnati, OH 45209

“As part of Rockefeller, our experienced team remains nimble and proactive. Our mission is to provide uncommon investment solutions, multigenerational resources, and leading client service to the individuals and families we serve.”

– Mark Holcomb, CIMA®, Private Advisor, Managing Director

 

“As our team continues to evolve, we are given the opportunity to leverage our combined investment and client service experience in order to provide thoughtfully tailored investment management plans designed to grow and preserve our clients’ wealth for generations.”

– Michael Frey, CPWA®, CPM®, CFP®, CRPC®, Private Advisor, Managing Director

We are confidantes, counselors, and navigators, dedicated to managing the complexities of financial planning and wealth management. As a part of Rockefeller, our team leverages an impactful, longstanding brand name business, with a culture that keeps the client at the center of everything we do.

MARK HOLCOMB, CIMA®

Private Advisor, Managing Director 
JMHolcomb@rockco.com
513-964-5015
Biography +

MICHAEL FREY, CPWA®, CPM®, CFP®, CRPC®

Private Advisor, Managing Director 
MFrey@rockco.com
513-964-5035
Biography +

KIMBERLY WISSEMEIER

Client Operations, Vice President 
KWissemeier@rockco.com
513-964-5016
Biography +

LEAH ZORZI

Client Associate
LZorzi@rockco.com
513-964-5028
Biography +

EMILY JENSEN

Client Associate
EJensen@rockco.com
513-964-5056
Biography +

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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.

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.

“What sets us apart is being entrusted with the legacies of some of the world’s most successful entrepreneurs, innovators and visionaries. Together, with these clients, we view wealth not as a prize but as potential.”
Gregory J. Fleming, President and CEO of Rockefeller Capital Management
Our Ideas
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There is no Alternative
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Skirting The Maginot Line
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Rockefeller Insights
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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.
MARK HOLCOMB, CIMA®

MARK HOLCOMB, CIMA®

Private Advisor, Managing Director 

 

Mark joined Rockefeller in 2021. He began his career at Merrill Lynch in 1995 in Cincinnati, Ohio as a Financial Advisor and Consultant. In 1997 he was named director of the Blue Ash, Ohio office where he oversaw 24 professionals and 18 administrative support associates. Blue Ash was twice named Associate Office of the Year in 1998 and 1999 under his leadership.*

Upon graduating from The Tulane University of Louisiana with a BSE in Biomedical Engineering, Mark was designated a Naval Aviator in 1984 after flight school in Pensacola, Florida and Kingsville, Texas. He was assigned to VAQ-141 embarked upon the USS Theodore Roosevelt (CVN-71) in the US Naval Forces 6th Fleet. After successful deployments to the Arctic Ocean and Mediterranean Sea, Mark was named an advanced flight instructor primarily teaching young aviators during day and night carrier qualifications. He accumulated 3500 flight hours in 6 different aircraft and 320 carrier arrested landings.

In 2003 Mark completed the rigorous Certified Investment Management Analyst (CIMA) through the Wharton School at the University of Pennsylvania. The CIMA designation is widely regarded among investment professionals and institutional clients and firms.

Mark has served on the board of the Cincinnati Symphony Orchestra and is a current board member of the Dan Beard Council of the Boy Scouts of America. He is married with two children and lives in the eastside of Cincinnati.

 

*For more information about the selection criteria for each award, please consult the sponsor’s website.  Rankings, ratings and recognitions should not be construed as an endorsement of the advisor, are not representative nor indicative of any one client’s experience, are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results or client service.

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MICHAEL FREY, CPWA®, CPM®, CFP®, CRPC®

MICHAEL FREY, CPWA®, CPM®, CFP®, CRPC®

Private Advisor, Managing Director 

 

Mike joined Rockefeller in 2021 and has over 23 years of industry experience. As a highly-credentialed and recognized financial services veteran, he offers advanced expertise in the life cycle of wealth: accumulation, preservation, and distribution. He develops specific strategies to help minimize taxes, monetize and preserve assets, maximize growth, and transfer wealth. Mike has a holistic planning-based approach when working with clients and strongly believes in the importance of a comprehensive and coordinated strategy. He prefers to engage with his clients’ tax advisors and estate planning attorneys to ensure a cohesive plan. You will find Mike to be extremely organized, detail-oriented, proactive, and responsive.

*Mike was honored to be included in the Forbes “Best-in-State Wealth Advisors” list in 2021.

Committed to continued professional education, Mike earned his Certified Private Wealth Advisor® (CPWA®) certification through the Investments & Wealth Institute™ in December 2017, completing his coursework at the University of Chicago’s Booth School of Business.

In addition to being recognized as a CERTIFIED FINANCIAL PLANNER™ professional by the Certified Financial Planner Board of Standards in 2004, Mike earned his Certified Portfolio Manager® designation through the Academy of Certified Portfolio Managers in 2013, completing his coursework at Columbia University’s Industrial Engineering & Operations Research Department. Mike graduated Cum Laude from Miami University in Oxford with a B.S. in Finance and concentration in Macroeconomics.

Away from the office, Mike treasures his time with his wife, Marlene, and son. He is a marathon runner, avid cyclist, and golfer. He volunteers as a baseball coach for St. Ursula Villa. He is also a frequent participant and top fundraiser for the National Multiple Sclerosis Society’s annual cycling event as well as Ride Cincinnati, which raises money for breast cancer research at the University of Cincinnati Cancer Institute. Mike has also competed in several duathlons which raise funds for Crohn’s, Colitis, and Muscular Dystrophy.

 

*The Forbes “Best in State Wealth Advisors” rankings discussed above were designated in 2021 and last for a period of one year until new rankings are released. 

Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.

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KIMBERLY WISSEMEIER

KIMBERLY WISSEMEIER

Client Operations, Vice President 

 

Kim joined Rockefeller in 2021. Prior to Rockefeller she spent 24 years with Merrill Lynch providing operational and administrative support to the team. She works closely with clients to facilitate banking needs. Her goal is to provide her clients with an exceptional client experience based on their individual needs. She graduated from UC Raymond Walters College with a degree in Library Technology and is registered with the Series 7 and 66 license. Outside of work Kim is a supporter of the Cincinnati area Leukemia & Lymphoma Society and participates in the annual Walk for EB to raise funds and awareness for Eidermolysis Bullosa, a rare genetic skin disease.  Also, Kim is active in making quilts for the Quilts of Valor organization and enjoys spending time with family and friends.

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LEAH ZORZI

LEAH ZORZI

Client Associate

 

Leah joined the Holcomb Frey Group at Rockefeller Capital Management in 2022. She has over five years of experience in the financial services industry. Leah graduated from The University of Cincinnati with a bachelor’s degree in Operations Management in 2015. Post-graduation she began her career as a Client Associate with Merrill Lynch in Cincinnati. As a client associate, she focused on onboarding new clients, process improvement, and operations for the team. More recently, Leah worked with Foster & Motley as a client service specialist.  Her role included tax support, operations, and client support. Leah’s positive attitude and bright smile is a welcome addition to our team. Leah is a native of Akron, Ohio but has made Cincinnati her home. Outside the office she enjoys attending concerts, kayaking, and traveling with family and friends.

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EMILY JENSEN

EMILY JENSEN

Client Associate

 

Emily joined Rockefeller in 2022. She has over 8 years of experience in customer and financial services. Emily graduated from The University of North Carolina at Wilmington with bachelor’s degrees in Business Administration and Music Performance. Before joining Rockefeller, she was a teller lead at PNC Bank where she focused on supervising teller conversations and transactions to ensure great client service, educating clients on new technology, and assisting with outbound calling initiatives. Emily is a native of Piqua, Ohio, but currently resides in Cincinnati with her husband and two sons. Outside of the office she is an avid reader and gardener and enjoys spending time with her family.

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