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Welcome to Rockefeller Capital Management

Welcome to tailored opportunities for multi-generational family wealth. Welcome to the home of dynamic, personalized service and profound peace of mind.

Why Rockefeller?

“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, President and CEO 

Our Team

Our team is committed to trust and transparency. We are confidantes, counselors, and navigators, dedicated to managing the complexities of family and wealth.

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.

Being a part of Rockefeller provides us with the opportunity to offer our clients unparalleled service, access to uncommon investment opportunities, a seamless digital platform, and access to premier lifestyle advisory partners.

KNOWLTON, KNOWLTON, & LARSEN

(857) 504-8699

500 Boylston St
Suite 1300
Boston, MA 02116

“Rockefeller Capital Management has put the family office and private wealth together seamlessly.”

Christopher Dupuy, President of Private Wealth Management & Co-Head of the Rockefeller Global Family Office

“When people ask me why I think the family has succeeded, I say that the family has chosen to have high-level advisors whom they totally trust and who are not just yes-men and -women but you know give their honest opinions.”
– David Rockefeller, Jr.

LAURENCE KNOWLTON

Managing Director, Private Wealth Advisor
LKnowlton@rockco.com
857-504-8690

JENNIFER PEARSON

Vice President, Private Wealth Analyst
JPearson@rockco.com
857-504-8693

WYATT LARSEN

Managing Director, Private Wealth Advisor
WLarsen@rockco.com
857-504-8691

SOPHIA MORGAN

Vice President, Private Wealth Analyst
SMorgan@rockco.com
857-504-8694

GRIFFIN Y. KNOWLTON

Senior Vice President, Private Wealth Advisor
GKnowlton@rockco.com
857-504-8692

CHRISTIAN ORDONEZ

Analyst, Private Wealth Analyst
COrdonez@rockco.com
857-504-8695

CAROLINE MADISON

Vice President, Private Wealth Advisor
CMadison@rockco.com
857-504-8702

MADISON GUIFFRE

Associate, Client Relationship Manager
MGuiffre@rockco.com
857-504-8696

TIMOTHY D. O’HARA

President of the Family Office & Co-Head of the Rockefeller Global Family Office

JIMMY C. CHANG, CFA®

Chief Investment Officer, Rockefeller Global Family Office

CHLOE DUANSHI, CFA®

Head of Quantitative Research & Portfolio Construction 

JACKIE KLABER

Head of Opportunistic Investing 

JOSEPH D. ROBERTS

Senior Wealth Strategist 

ELIZABETH P. MUNSON

Chairperson, Rockefeller Trust Companies
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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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TIMOTHY D. O’HARA

TIMOTHY D. O’HARA

President of the Family Office, MD

 

Timothy D. O’Hara is President of the Family Office and Co-Head of the Rockefeller Global Family Office at Rockefeller Capital Management. He is a member of the firm’s Management Committee.

Tim is responsible for leading a team of talented senior client advisors and multigenerational wealth planning experts, building upon Rockefeller’s rich history of serving ultra-high-net-worth families through an expanded offering of investment, tax and estate planning, strategic advisory, and trustee services, while creating access to strategic partnerships providing risk management and lifestyle-enhancing services.

Prior to joining Rockefeller in 2018, Tim was President and CEO of Ayco, joining in 1996 as a client advisor in the Ayco Family Office. He assumed roles of increasing responsibility, including Head of the Ayco Family Office and Executive Vice President of the Asset Management, Insurance, and Finance divisions.

Tim earned his bachelor’s degree in Accounting from Le Moyne College and his J.D. from Albany Law School. He is a Certified Public Accountant.

Tim serves as a Trustee of Albany Law School, on the Board of Advisors of Madden School of Business at Le Moyne College, on the Parents Executive Committee at Villanova University, and on the Board of GreenSlate.

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JIMMY CHANG, CFA®

JIMMY CHANG, CFA®

Chief Investment Officer of Rockefeller Global Family Office, MD

 

 

Jimmy C. Chang, CFA®, is the Chief Investment Officer of the Rockefeller Global Family Office. He is a member of the firm’s Management Committee and is a Chartered Financial Analyst®.

Jimmy has spent more than 18 years with Rockefeller. Prior to becoming the Chief Investment Officer in 2020, Jimmy was the Chief Investment Strategist and a Senior Portfolio Manager at Rockefeller Asset Management, where he co-managed several equity strategies and had oversight of the Fixed Income group.

Before joining Rockefeller in 2004, Jimmy was a Senior Vice President, Chief Technology Strategist, and Senior Technology Analyst at the U.S. Trust Company of New York, where he led technology equity research and co-managed a technology fund. He previously served as a Senior Marketing Representative and an Advisory Systems Engineer at International Business Machines Corporation (IBM) from 1985 to 1994, where he was responsible for client relationship management, business volume, and profit attainments at major international financial services and banking accounts.

Jimmy earned an M.B.A. in Finance/International Business from New York University and a B.S. (summa cum laude) in Electrical Engineering from The Cooper Union.

He is a member of the Tau Beta Pi National Engineering Honor Society. He serves on the Investment Committee of the Foundation for Contemporary Arts.

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CHLOE DUANSHI

CHLOE DUANSHI

Head of Quantitative Research & Portfolio Construction, MD

 

Chloe Duanshi is a Managing Director and the Head of Quantitative Research & Portfolio Construction for Rockefeller Capital Management. She is a member of the firm’s Management Committee.

As the Head of Quantitative Research & Portfolio Construction, Chloe is responsible for developing broad capital market outlook across asset classes as well as designing strategic and tactical asset allocation guidance for the Rockefeller Global Family Office. Chloe is also focused on working with clients to construct bespoke, institutional-caliber portfolios with traditional and alternative investment solutions, utilizing proprietary portfolio construction techniques that seek to identify and capture a diversified collection of unique, fundamental return drivers.

Before joining Rockefeller, Chloe was a cross-asset strategist at Morgan Stanley, where she specialized in asset allocation and portfolio construction for ultra-high net worth individuals, single family offices, endowments, and foundations. Prior to that, Chloe spent a number of years at BNP Paribas in equities and commodities derivatives.

Chloe received her B.S. degree, magna cum laude, from the Sibley School of Mechanical & Aerospace Engineering at Cornell University and M.A. degree in Mathematics from Columbia University. Chloe is a CFA® charterholder.

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ELIZABETH P. MUNSON

ELIZABETH P. MUNSON

Chair, Rockefeller Trust Company NA and Delaware

Elizabeth P. Munson is the President of Rockefeller Trust Company, N.A. and The Rockefeller Trust Company (Delaware). She is a Managing Director and member of the firm’s Executive Committee. In this role, she specializes in advising high-net-worth individuals and families, particularly in trust and estate planning and philanthropic matters.

Prior to joining Rockefeller, Liz was a partner in White & Case’s Private Clients Group, where she practiced from 1983 to 2001. In her law career, her practice focused on providing tax and estate planning for high-net-worth families, foundations, endowments, and nonprofit organizations. She also advised the Private Clients Group at several leading banking institutions.

Liz earned a bachelor’s degree from Yale College, an LL.M. in taxation from New York University School of Law, and a J.D. from Harvard Law School.

She is highly involved in serving several nonprofit organizations, including as Board Chair of Lenox Hill Neighborhood House, Vice President and Secretary of Sheltering Arms Children and Family Services, Secretary of the Cancer Schmancer Foundation, and a Director of Stichting to Promote Women’s World Banking. She is also a director of CPA®18, a real estate investment trust advised by W.P. Carey & Co, LLC.

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JOSEPH ROBERTS

JOSEPH ROBERTS

Head of Wealth Strategy, MD

 

Joseph Roberts is Head of Wealth Strategy at Rockefeller Capital Management in Philadelphia. Prior to joining Rockefeller Capital, Joe worked for Zeke Capital, a National Multi-Family Office, and Abbot Downing, Wells Fargo’s Family Office. Joe started his career at PricewaterhouseCoopers in the Private Financial Services Consulting Group. Joe has spent his career advising families of unique wealth on their financial needs, including fiduciary administration, tax, wealth transfer and risk mitigation. Joe is a member of the State Bars of Pennsylvania and New Jersey as well as the Tax Section of the American Bar Association. Joe earned a J.D. and Masters in Taxation from Villanova University, and B.A. from the University of South Florida.

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JACKIE KLABER

JACKIE KLABER

Head of Opportunistic Investing 

 

Jackie C. Klaber is a Managing Director and the Head of Opportunistic Investing at Rockefeller Capital Management. She is a member of the Management Committee, the New Products Committee, the Manager Selection Committee, and the Rockefeller Capital NextGen Leadership Council. Jackie is responsible for sourcing and structuring differentiated alternative investment opportunities for the firm’s clients.

Jackie previously worked at Goldman Sachs & Co. in the Alternative Investments & Manager Selection division, where she was responsible for sourcing and diligencing a range of alternative investments over time, including in hedge funds, private equity, and credit. Jackie also served as a Business Unit Manager and as a Member of the Data Science Committee.

From 2012-2014, Jackie worked at Citigroup with the management team of the Investment Banking division. Prior to these roles, she graduated from Yale Law School / Yale School of Management, where she completed a J.D./M.B.A. and served as an editor of The Yale Law Journal. She has experience at the U.S. Department of the Treasury, Covington & Burling LLP, and the Yale Investments Office.

Jackie received a bachelor’s degree from Yale College and a master’s degree from Columbia University. She is a member of the New York State Bar Association and the Brookings Council as well as a Term Member at the Council on Foreign Relations. She serves on the Board of the Yale Law School Fund.

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LAURENCE KNOWLTON

LAURENCE KNOWLTON

Managing Director, Private Wealth Advisor 

 

Larry Knowlton joined Rockefeller in 2021 with over 35 years of industry experience. Within the team he manages each client’s overall portfolio by curating and monitoring a strategic plan around fixed income portfolio construction, cash flow generation, and liability management, with a consideration of risk.

In 1975 Larry received a B.S. from the University of Massachusetts. He and his wife reside in Rye Beach, NH. They have three adult children and seven grandchildren. Larry is involved in several philanthropic causes and enjoys yoga, art, boxing, and skiing.

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WYATT LARSEN

WYATT LARSEN

Managing Director, Private Wealth Advisor

 

Wyatt Larsen joined Rockefeller in 2021. He began his career in the Goldman Sachs Private Wealth Management Division and prior to Rockefeller, spent over 13 years at UBS Private Wealth Management. Wyatt is a trusted advisor to clients of substantial wealth. He works holistically with clients to help them navigate and manage the complexities of family wealth. He has deep expertise advising leaders within the private equity industry on their personal wealth and guiding founders of privately held businesses through liquidity events. Wyatt and his team work tenaciously to help clients achieve successful outcomes for their unique aspirations and needs.

Wyatt earned a B.A. in finance with high honors from Westminster College. He has also attended advanced wealth management programs at Wharton and The University of Chicago. He currently serves on the Board of Trustees at the Meadowbrook School. He resides in Boston, MA and has two daughters. He enjoys fly fishing, fitness, and skiing.

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GRIFFIN Y. KNOWLTON

GRIFFIN Y. KNOWLTON

Senior Vice President, Private Wealth Advisor

 

Griffin joined Rockefeller in 2021. He oversees the wealth planning process for the team and also acts as the team’s capital advisor and helps curate and implement thoughtful lending solutions for clients around pre-IPO lending, commercial and residential real estate, art collections, aviation, yacht financing, unsecured lines, and securities backed loans.

Griffin’s father has been his mentor and trainee and has instilled in him the values and principles that have been critical to Larry’s success in serving clients for over thirty years.

Griffin received his B.A. in Entrepreneurship and Management from Northeastern University. He lives in Wellesley, MA with his wife and their two daughters. He is an avid skier and enjoys playing squash, golf, and fine woodworking.

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JENNIFER PEARSON

JENNIFER PEARSON

Vice President, Private Wealth Analyst

 

Jen Pearson is a highly experienced wealth management analyst that has been instrumental in designing and executing our team’s client service program. She is involved in all facets of client relationships and works closely with our clients to understand their unique preferences and deliver the highest level of professional service to help them solve the challenges that they face. She excels at organization, details, and developing processes to bring our clients consistent execution and strong peace of mind.

Jen resides in Tybee Island, GA with her husband and three daughters. She is a graduate of St. Lawrence University where she was a successful student athlete as a member of the women’s basketball team.  She enjoys time with her family, being involved in youth sports, travel, and reading.

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SOPHIA MORGAN

SOPHIA MORGAN

Vice President, Private Wealth Analyst 

 

Sophia Morgan leads client operations for our team. She is highly experienced in the financial services industry and delivers a distinctive level of expertise and execution to clients in her role. She has oversight for all operational matters that take place within client relationships and goes to great lengths to bring our clients tremendous peace of mind by making it easy and efficient for them to do business with our team and firm.

Prior to joining Rockefeller, Sophia worked in the UBS Private Wealth Management Division since 2001 and received recognition for being a top performer in her role. She is the mother to an adult daughter and her personal interests include travel, cooking, and reading.

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CHRISTIAN ORDONEZ

CHRISTIAN ORDONEZ

Analyst, Private Wealth Analyst 

 

Christian joined Rockefeller in 2021 as a private wealth management analyst. He began his career in Pittsburgh, Pennsylvania in the Goldman Sachs, Ayco Personal Financial Management division. Christian provides a professional level of service to ensure all client needs are met. He maintains client accounts, exhibits, and transactional operations with a high level of detail and execution.

Christian received his B.S. in Finance from Robert Morris University. He currently resides in the Boston, MA area and enjoys golf, travel, and cooking.

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Madison Guiffre

Madison Guiffre

Associate, Client Relationship Manager 

 

Madison joined Rockefeller in 2021 as a Client Relationship Manager. She began her career in Boston, Massachusetts at BNY Mellon Investments. Madison supports our advisors to help deliver a high level of service and meet all our client needs. She is responsible for day-to-day client service and account maintenance.

Madison received a B.A from Trinity College (Hartford, CT) where she was a member of the field hockey team. She currently resides in Boston, MA and enjoys fitness, traveling and tennis.

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Caroline Madison

Caroline Madison

 Vice President, Private Wealth Advisor  

 

Caroline Madison joined Rockefeller in 2022. She is responsible for providing clients of the firm with best-in-class financial counsel and the highest levels of personalized service. Caroline goes to great lengths to understand her clients’ dynamic needs and provides clients with tailored solutions to help them realize their most important goals and aspirations. She works closely with founders of privately held businesses and leaders within the sports and entertainment industry.

Prior to joining Rockefeller, Caroline built a successful career in the financial industry and developed a broad range of experience working across venture capital, private equity, and private wealth management verticals. She is passionate about making a positive social impact and volunteers for numerous non-profit organizations in addition to serving as a mentor to youth in the Boston community. Caroline resides in Newton, MA with her two children. She enjoys yoga, meditation, reading, and travel. 

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