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LANDMARK GROUP

Welcome to the Rockefeller Global Family Office

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At the Landmark Group, headquartered in Stamford, CT, we offer high-touch service to our family of high-net-worth clients, including individuals, families, private businesses and foundations. We see ourselves as their quarterback for their financial lives, and are the first call they make with every important decision and life milestone. 

Our team’s depth of experience and understanding of our clients’ needs helps establish long-lasting relationships built on integrity and trust. We engage with our clients not only through frequent phone calls and meetings but also exclusive events and opportunities. 

With the tools and resources of Rockefeller Capital Management, we offer unparalleled family-office services, from financial and estate planning, to accounting, taxes and bill pay, to lifestyle advisory and strategic advisory. 

It would be our pleasure to serve you and your family. 

LANDMARK GROUP

300 First Stamford Place
Suite 230
Stamford, CT 06902
“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

At the Landmark Group, our mission is to serve you and your family. We are confidantes, counselors, and navigators, dedicated to managing the complexities of family and wealth.

TAMMI LAUDER

Private Advisor, Managing Director
TLauder@rockco.com
(475) 284-2381
Biography +

WILLIAM E. CHRISTIAN

Private Advisor, Managing Director
WChristian@rockco.com
(475) 284-2380
Biography +

STEVEN CANGIALOSI

Private Advisor, Vice President
SCangialosi@rockco.com
(475) 284-2382
Biography +

KELLY A. FLAHERTY

Director of Operations & Onboarding Initiatives, Senior Vice President
KFlaherty@rockco.com
(475) 284-2384
Biography +

MATT GRUSEKE

Investment Manager, Vice President
MGruseke@rockco.com
(475) 284-2383
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.

"We have established and seamlessly integrated a set of investment opportunities and lifestyle services suited to the complex needs of high-net-worth individuals and families."
Christopher Dupuy, Co-President, Rockefeller Global Family Office
Our Ideas
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There is no Alternative
The death of the U.S. Dollar's reserve currency status is greatly exaggerated
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Skirting The Maginot Line
Old-Fashioned Bank Runs in Internet Time
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Canary in the coal mine
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.
TAMMI LAUDER

TAMMI LAUDER

Private Advisor, Managing Director 

 

Tammi Lauder is a Managing Director, Private Advisor at Rockefeller Capital Management. Prior to joining Rockefeller, Tammi was at Fieldpoint Private Securities, LLC, headquartered in Greenwich, CT as a Managing Director from 2017. Her approach is both personal and persistent. She and the team assess the clients’ requirements for income and capital accumulation, their risk and volatility guidelines, and design an asset allocation strategy to help meet them.  

Beginning her career as an assistant to a broker at Kidder Peabody, Tammi soon became an advisor, honing her skills during a time when there were few female financial services executives. Tammi’s 40 years of experience have included advisors roles with Smith Barney (now Morgan Stanley), J.P. Morgan Securities, and Fieldpoint Private Securities. In 1998 she teamed up with Bill Christian and together they formed Landmark Group.  

Tammi graduated from Skidmore College with a bachelor’s degree in Psychology and Spanish. 

 

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WILLIAM E. CHRISTIAN

WILLIAM E. CHRISTIAN

Private Advisor, Managing Director

 

William (Bill) Christian is a Managing Director, Private Advisor at Rockefeller Capital Management.  Prior to joining Rockefeller, Bill was at Fieldpoint Private, LLC, headquartered in Greenwich, CT as a Managing Director in 2017. He and his fellow team members work collectively to provide a suite of wealth and portfolio management services to high-net-worth clients, corporate executives, business owners and retirees.  

Bill’s collaborative process with clients begins with a conversation. It includes identifying goals, assessing risk guidelines, and creating an integrated asset allocation to help reach objectives. He selects equity funds, third-party managers and individual fixed-income issues to tailor portfolios according to a client’s objectives. He also coordinates delivery of comprehensive wealth management, banking and lending services in concert with clients outside accountants and attorneys.  

Bill’s 25 years of investment management experience have included advisors roles with Smith Barney (now Morgan Stanley), J.P. Morgan Securities, and Fieldpoint Private Securities. In 1998 he teamed up with Tammi Lauder and together they formed Landmark Group.  

Bill graduated from Ramapo College with a bachelor’s degree in Business Administration. 

 

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SEAN REIDY

SEAN REIDY

Private Advisor, Vice President 

 

Sean Reidy is a Private Advisor, Vice President at Rockefeller Capital Management. Prior to joining Rockefeller, Sean was at Fieldpoint Private Securities, LLC., where he joined in 2020 as a member of The Landmark Group. He has more than 20 years’ experience in the investments and wealth management space, including the last eight with Forester’s Investment Management in NYC, where he was the Director of US Equities, overseeing equity mutual fund assets of $8 billion. He managed a team of portfolio managers, analysts and traders that invested in Growth, Value, Core, Global strategies. He was the lead portfolio manager on their Flagship Growth and Income Fund and Equity Income fund and was Co-Manager of their Total Return Fund. Prior to that, he was with First Investors, also in NYC, where he served as PM on various funds. The firm was later sold to Forester’s. 

Before First Investors, Sean was a proprietary trader with First New York Securities, trading in domestic equities, ADRs and equity derivatives. Prior to that he spent 11 years with Olstein Capital Management in Purchase, where he was co-PM for a $2.7B long/short all-cap value fund, and sub-advised a Legg Mason value fund, in addition to running the firm’s day-to-day trading operations. He began his career as a broker assistant with Smith Barney. 

Sean graduated from Pace University. He and his wife, Laura, live in White Plains, NY with their three children. He enjoys playing golf as a member of Westchester Country Club and pursues his passion for classic cars. 

 

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STEVEN CANGIALOSI

STEVEN CANGIALOSI

Private Advisor, Vice President 

 

Steven Cangialosi is a Private Advisor, Vice President at Rockefeller Capital Management. Prior to joining Rockefeller, Steven was at Fieldpoint Private, LLC headquartered in Greenwich, CT.  Steven’s career in financial services began in 2006, at UBS. From there he joined Morgan Stanley as a registered client service associate until 2014. Following that, he joined Landmark Group at J.P. Morgan, as client associate, an integral member of a wealth advisory team working with clients across all facets of their financial lives. In 2017 Steven, along with his teammates, joined Fieldpoint Private Securities, LLC.  

Steven graduated from the University of Hartford in 2005 with a bachelor’s degree in History. He and his wife, along with their three daughters, make their home in Mohegan Lake, New York.    

 

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KELLY A. FLAHERTY

KELLY A. FLAHERTY

Director of Operations & Onboarding Initiatives, Senior Vice President

 

Kelly Flaherty is Director of Operations & Onboarding Initiatives, SVP for Landmark Group at Rockefeller Capital Management.  Kelly’s career in financial services began in 2006, at Smith Barney (now Morgan Stanley). Prior to joining Rockefeller, Kelly was at Fieldpoint Private Securities, LLC, where she joined in 2010 as a Wealth Management Associate and was later promoted to a new role leading all the firm’s Associates. In 2012 she assumed the new role of Branch Administrator, adding responsibility for all administrative functions for Fieldpoint branches.  In 2020, Kelly was promoted to Director of Wealth Management Administration & Operations. As Director of Operations and Onboarding Initiatives at Rockefeller, she oversees all her team’s operational and administrative needs.   

Kelly graduated from SUNY Purchase with a bachelor’s degree in English.  

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MATT GRUSEKE

MATT GRUSEKE

Investment Manager, Vice President

 

Matt Gruseke is an Investment Manager at Rockefeller Capital Management. Prior to joining Rockefeller, Matt was an Analyst at Bienville Capital, headquartered in New York City. At Bienville, Matt provided analytical and operational support to the firm’s advisory clients, assisting with client onboarding, asset allocation, portfolio monitoring and rebalancing. Matt also worked alongside the investment team, conducting manager due diligence on long only and hedge fund managers.   

Prior to Bienville, Matt worked as an Equity Research Associate at Keefe, Bruyette, & Woods where he supported lead analysts on the universal banks and boutique M&A advisors.  Additionally, Matt spent the first 5 years of his career working in the wealth management space where his primary responsibilities included manager due diligence, portfolio construction and asset allocation for both ultra-high net worth individuals and institutional clients. 

 Matt graduated from Bucknell University in 2013 with a bachelor’s degree in Economics.  

 

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