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MARK HOLCOMB & MICHAEL FREY

Welcome to the Rockefeller Global Family Office

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.

MARK HOLCOMB & MICHAEL FREY

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®, Managing Director, Private Wealth Advisor

 

“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®, Managing Director, Private Wealth Advisor

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®
Managing Director, Private Wealth Advisor
JMHolcomb@rockco.com
513-964-5015

MICHAEL FREY

CPWA®, CPM®, CFP®, CRPC®
Managing Director, Private Wealth Advisor
MFrey@rockco.com
513-964-5035

KIMBERLY WISSEMEIER

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

LEAH ZORZI

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

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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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MARK HOLCOMB, CIMA®

MARK HOLCOMB, CIMA®

Managing Director, Private Wealth Advisor 

 

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®

Managing Director, Private Wealth Advisor 

 

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.

 

*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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KIMBERLY WISSEMEIER

KIMBERLY WISSEMEIER

Vice President, Client Operations

 

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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ADRIENNE SCHRODER

ADRIENNE SCHRODER

 

Associate Vice President, Senior Client Associate

 

Adrienne started her financial services career in 1997 at Fidelity Investments. She then spent a combined 22 years at American Express where it became Ameriprise Financial, handling all aspects of the client experience and the overall administration of a Private Wealth Management practice. Prior to joining Rockefeller in 2021, she worked for Cassady Schiller Wealth Management for nearly three years, where she was responsible for maintaining the client service model, all office procedures and maintaining systems and processes. Adrienne prides herself on always providing first-class service. She has also been a notary for Hamilton County since 2004.

Adrienne and her husband have been married for over 24 years and have two children and one grandson. She enjoys attending Miami games where her daughter cheers, and spending time with family and friends. She is an avid crafter and has been an active volunteer in her community since was a teenager.

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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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