For current perspectives on the businesses, investors, and the financial markets click here.
LAHOUD TEAM & ASSOCIATES

Welcome to the Rockefeller Global Family Office

At Lahoud Team & Associates we take a family centric approach to wealth management, with the understanding that our clients will have an array of needs, goals, and objectives. Our experienced team understands that preservation of wealth today is just as important as wealth creation for generations to come.

Trust, transparency, and honesty serve as the foundation for the relationships we forge with our clients, which allows us to curate financial plans in a dynamic fashion.

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 advisor partners.

LAHOUD TEAM & ASSOCIATES 

212-549-5100
LahoudTeam@rockco.com

45 Rockefeller Plaza
Floor 5
New York, NY 10111

(561) 363-5827

3835 PGA Boulevard
Suite 401
Palm Beach Gardens, FL 33410

“The commitment we show our clients is unwavering no matter what background they come from, strength of the broader economy, and performance of financial markets.”

John Lahoud, CPFA, CPM®, CFP®, Managing Director, Private Wealth Advisor

At Lahoud Team & Associates, we treat each and every client like family and place the highest priority on helping them achieve their financial objectives.

JOHN LAHOUD, CFP®, CPM®, CPFA

Managing Director, Private Wealth Advisor
JLahoud@rockco.com
(212) 549-5330

GEORGINA LAHOUD, CFP®, CRPC®, CPFA

Managing Director, Private Wealth Advisor
GLahoud@rockco.com
(212) 549-5332

FRANK TUCEK, CRPC®

Vice President, Senior Portfolio Analyst
FTucek@rockco.com
(212) 549-5333

GENESIS ALBA, CRPC®

Vice President, Director of Operations
GAlba@rockco.com
(212) 549-5334

KIMBERLY METCALF

Vice President, Business Development
KMetcalf@rockco.com
(212) 549-5337

TRACY LYNN MOSCATELLO

Vice President, Senior Client Relationship Manager
TMoscatello@rockco.com
(561) 363-5827

MARY E. CORDO

Associate Vice President, Senior Client Associate
MCordo@rockco.com
(609) 881-0121

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*

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.

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.

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.

Our Ideas
Policy Risks Galore
Policy Risks Galore
No more financial sedatives; bye-bye, TINA
Everest is Not the Tallest Mountain
Everest is Not the Tallest Mountain
Each economic cycle has its own unique characteristics that make forecasting and market timing so difficult. In this quarter’s edition of Global Foresight, we examine why investors should rethink how they measure inflation and economic growth. The issue also explores some of the more forward-looking indicators that should become increasingly utilized by investors to monitor the health and prospects of the economy.
The Big Heist
The Big Heist
Crypto woes; a black swan fait accompli
Load More
JOHN LAHOUD, CFP®, CPM®, CPFA

JOHN LAHOUD, CFP®, CPM®, CPFA

Managing Director, Private Wealth Advisor 

 

John has spent the last 20 plus years in the finance industry. He began his career in 2000 at Merrill Lynch Wealth Management, before moving to UBS in 2007. He rejoined Merrill in 2013 and continued to build his team and his client base.

John has a strong commitment to trust, transparency and honesty which reinforce his approach to having fully informed clients who are empowered to make appropriate financial decisions aligned with their long and short term goals. Developing deep relationships with clients to truly understand their needs, motivations and life situations provides a sound basis for John to partner and to develop comprehensive wealth management plans.

Providing holistic advisory services is complex and requires a team to implement the strategic plan and maintain all facets of that plan over time. For the past 10 years, John has worked tirelessly to build a team with a like-minded approach to providing total financial solutions for clients, an unwavering commitment to excellence and a passion for serving. The result is a team of confidants, counselors and navigators of family financial complexities and wealth.

John’s vision for a client driven approach and passion to help others succeed is deeply rooted in his past. In 1979, John’s parents immigrated to the United States from Lebanon. Their goal was to live the American dream and provide opportunity for their children that was not available in their war torn country. Mr. and Mrs. Lahoud worked blue collar jobs to provide for their family. They realized many of their dreams and watched their children maximize opportunities for education and professional careers. Starting from humble beginnings has set the stage for John’s work ethic and shown him how great things can be accomplished with hard work, integrity, innovation, a solutions oriented mindset and a commitment others.

John enlisted in the U.S. Army Reserves in 1993 while attending college. He was accepted to the ROTC program at Seton Hall University and commissioned as a Second Lieutenant in 1995. As a distinguished military graduate, John remained at Seton Hall University as a Gold Bar Recruiter to identify select future military leaders. He received a Bachelor’s degree in Business from New Jersey City University and an MBA from Bowie State University at its European campus in Germany. John remains committed to professional development, and he is a CERTIFIED FINANCIAL PLANNER™ certificant. He has also earned his Certified Portfolio Manager (CPM®) designation. John received the Forbes “America’s Top State by State Advisors” award for 2018, 2019, and 2020. He also holds the Series 7, 9, 10, 31, and 66 FINRA registrations.

In his free time, John enjoys soccer, golf and participates in charitable community events and veterans’ causes. John and his wife reside in Upper Saddle River, New Jersey with their three children.

You have Successfully Subscribed!

LOUIS PORTA, CFA, CFP ®, CAIA, CIMA

LOUIS PORTA, CFA, CFP ®, CAIA, CIMA

Managing Director, Private Wealth Advisor 

 

Louis joined the Lahoud Team and Associates in 2018. With over twenty years of investment experience, he began his career in financial services at Chemical Bank, and then became a Vice President and Portfolio Manager at JP Morgan Private Asset Management Group. Before joining the Lahoud Team and Associates, Louis worked as a Managing Director and Market Investment Director at U.S. Trust (now Bank of America Private Bank). At U.S. Trust, Louis oversaw the investment teams in New York and New Jersey and managed large investment portfolios.

Louis has a passion and a strong commitment for creating and preserving client wealth. Constant gathering of market insights, synthesizing strong research and a disciplined investment process are the keys to partnering with clients to develop comprehensive, customized investment plans. This, coupled with strong wealth solutions aligned with clients’ short and long term goals enable Louis to create total financial solutions. He has witnessed first-hand during his time at US Trust the complexities of multigenerational wealth and the attention it requires to effectively advise clients. Louis’s experience in this area is essential for the Lahoud Team and their commitment to a family centric wealth advising approach.

Louis is a first generation American. His parents immigrated to the United States from Italy. Louis has seen the courage, commitment, sacrifice and hard work of Mr. and Mrs. Porta and assumed the same approach to building his educational, professional and family life.

Louis earned a BBA from Pace University in New York City in 1993, and he earned his M.B.A from Fordham University in 1997. He earned his CERTIFIED FINANCIAL PLANNERTM (CFP®) certification, awarded by the Certified Financial Planner Board of Standards Inc. He has also earned the Chartered Financial Analyst®TM (CFA®) designation and the Certified Investment Management Analyst® (CIMA®) designation. Louis also holds the Chartered Alternative Investment Analyst® (CAIA®) designation.

In his free time, he enjoys playing golf and soccer and spending time with his wife and two children.

You have Successfully Subscribed!

GEORGINA LAHOUD, CFP®, CRPC®, CPFA

GEORGINA LAHOUD, CFP®, CRPC®, CPFA

Managing Director, Private Wealth Advisor

 

Gina began her financial career in 1999 with the institutional advisory firm Brown Brothers Harriman. After five years, she moved to the pharmaceutical industry and spent seven years at Pfizer working in the sales and managed care segments of the business. Gina returned to financial services seven years later, joining the Lahoud Team as a financial advisor at UBS in 2011 and moving to Merrill Lynch Wealth Management in 2013.

Under John Lahoud’s leadership, Gina has developed a commitment to a family centric approach when working with clients and colleagues. A positive experience is essential for clients to develop a true partnership with wealth advisors.  This brings peace of mind in the solutions and their implementation.  She believes customized, holistic, strategic financial plans are only as good as their implementation and alignment with ever changing life events. Gina’s attention to detail and sense of urgency enables her to develop plans, oversee the execution and lead a team of committed professionals who have both an intimate understanding of the clients and their respective plans. She derives tremendous satisfaction from serving clients and partnering with them to help achieve their financial objectives. 

Gina is John Lahoud’s sister;  she shares the same background and experience of immigrating with their parents from Lebanon in 1979. She witnessed their tireless work ethic and persistence to live the American dream and provide opportunities for their children. Gina’s passion for finance and wealth management emerged from watching her family constantly struggle to navigate the American financial landscape. She succeeded academically in college and graduate school while simultaneously working to pay for her education entirely on her own. Gina entered the workforce at 15 years old and believes in self- sufficiency with ethics and integrity serving as the foundation for everything she does.

Gina received her Bachelor’s degree from Seton Hall University in South Orange, New Jersey, and her MBA from St. Peter’s College in Jersey City. She is a CERTIFIED FINANCIAL PLANNER™ certificant and also holds the Chartered Retirement Planning CounselorSM(CRPC®) designation, Series 7 and 66 FINRA registrations, and life and health insurance licenses.

She resides in Wyckoff with her husband and their two children.

You have Successfully Subscribed!

FRANK TUCEK, CRPC®

FRANK TUCEK, CRPC®

Vice President, Senior Portfolio Analyst

 

Frank began his career in the financial services industry in 2016 as an Investment Advisor Representative for Foresters Financial. He then joined the Lahoud Team and Associates as a Registered Client Associate in 2019.

Frank believes clients are like family and should be treated that way. He consistently takes time to listen to clients and colleagues to understand what they need and how he can help. No concern is insignificant and no task is too small. Frank demonstrates exquisite attention to detail and follow thru. He continues to take on increased responsibility in the areas of portfolio structure and analysis,  while supporting client onboarding and account operations.

Frank graduated from the State University of New York College at Cortland with a Bachelor of Science degree in Business Economics with a concentration in Finance. He played collegiate football and represented his university at the Federal Reserve College Competition. In order to expand his professional competency, Frank earned the Chartered Retirement Planning CounselorSM (CRPC®) designation. He holds the Series 6, 7, 63, and 65 FINRA registrations.

Frank currently resides in Rockland County, NY. He loves sports and traveling. In his leisure, Frank enjoys spending time with family and friends, working out, and reading.

You have Successfully Subscribed!

GENESIS ALBA, CRPC®

GENESIS ALBA, CRPC®

Vice President, Director of Operations

 

Genesis began her career in the financial service industry as a personal banker and private client associate at JP Morgan Chase in 2011. She joined the Lahoud Team & Associates in 2016 and has established herself as an integral part of the team during her tenure.

Providing holistic wealth management solutions for clients requires trusting, positive relationships between clients and the wealth management team.  Genesis has established reliable and effective means to communicate with clients tailored to meet their needs. She has also created high levels of trust with clients through her role competence and client commitment.  Genesis performs securities trading, client onboarding, and a multitude of other client-centric responsibilities. Her ability to problem solve and execute on solutions enables her to continuously provide an unmatched client experience.

Genesis attended Manhattanville College, while working full-time. She graduated with a B.A. in computer science and a minor in finance. In order to expand her professional competency, Genesis earned the Chartered Retirement Planning CounselorSM (CRPC®) designation. This course work has been invaluable as she partners with the Wealth Management Advisors to provide personalized retirement strategies for clients. She also holds the Series 6, 7, 63, and 65 FINRA registrations and life and health insurance licenses.

During her free time, Genesis enjoys traveling and spending time with her family and friends. She currently lives in New York City and loves spending time in Central Park.

You have Successfully Subscribed!

KIMBERLY METCALF

KIMBERLY METCALF

Vice President, Business Development 

 

Prior to joining Rockefeller in 2021, Kim spent two years at Merrill Lynch Wealth Management. She has been a client of the Lahoud Team for almost 20 years. Over the years, she developed a deep appreciation for the strategic approach and client commitment showcased by the team. Her years of positive client experience and a belief in a tailored and holistic approach to wealth management are the catalysts for Kim becoming a member of the Lahoud Team.

Kim spent the past 20 plus years in the biopharma industry. She worked at large, mid-cap and start up organizations that included Pfizer, Celgene, Pharmacyclics and Kite Pharma. Kim has extensive commercial experience including sales, sales leadership, market access, operations, training, and development. Kim has always been committed to the personal and professional development of others throughout her career. In turn, she developed a large network of colleagues and customers during her tenure who value her as a trusted partner as well as many mentees who have established long term relationships with her.

Kim has an undergraduate degree from Northwestern University in Evanston, IL, an MBA from West Chester University in West Chester, PA and a Masters in Health Systems Management from the University of Medicine and Dentistry of New Jersey in Newark, New Jersey. In addition, Kim holds the Series 7 and 66 FINRA registrations and life and health insurance licenses.*

Kim currently resides in Landenberg, PA. During her free time she enjoys golf, music, gardening and spending time with family and friends.

You have Successfully Subscribed!

TRACY LYNN MOSCATELLO

TRACY LYNN MOSCATELLO

Vice President, Senior Client Relationship Manager

 

Tracy joined the Lahoud Team in March 2022. She spent the previous 24  years at Merrill Lynch Wealth Management. During her tenure at Merrill Lynch she provided service and support to Advisors and their Associates on a daily basis while simultaneously assisting clients as needed. Most recently, she directly supported the Executive Leadership Team for a five office complex as well as 170 Advisors and their Associates.  

Providing holistic wealth management solutions for clients requires a diverse, dedicated team. Tracy has demonstrated her commitment to teams and clients throughout her career. Her positive approach, desire to consistently be a part of the solution as well as tireless work ethic, align perfectly with the culture of the Lahoud Team and Rockefeller Capital Management. Tracy's proven ability to support and collaborate effectively with Management, Advisors, Associates, and clients in a fast paced, ever changing environment during her time in the financial industry makes her an excellent fit for the team. She also holds the Series 66 and Series 7 FINRA registrations. 

Outside of work, Tracy spends a significant amount of time volunteering for local shelters, food kitchens and Veterans organizations. She enjoys spending time with family and friends, especially her children. 

You have Successfully Subscribed!

MARY E. CORDO

MARY E. CORDO

Senior Client Associate

 

Mary joined The Lahoud Team in September 2022. She most recently worked at Merrill Lynch and has 10 years of experience in the financial services industry. Her previous roles have focused on Client Management, Marketing and Financial Advisor support. This diversified experience aligns to her role as a Client Relationship Manager on The Lahoud Team.  

Mary excels in situations that require problem solving, attention to detail, multitasking and operations execution. She has an understanding and appreciation for the interconnectedness of the fundamental components of holistic wealth management and the importance of coordinating them for excellent client experiences. All of this coupled with Mary's commitment to cultivating strong client relationships fits perfectly into the family office environment of The Lahoud Team. 

Mary lives in Bergen County, NJ with her husband and three children. 

You have Successfully Subscribed!