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BRIAN LUSINK, CFP®, CRPS®

Your Family CFO
We are the call family leaders and business owners make when it comes to financial needs.

As a full-service family office, we provide our clients with holistic wealth management experiences. We serve as each client’s personal CFO, promptly addressing the quantitative and qualitative needs of their families and businesses. This ranges from investment management, financial planning and estate-planning strategies to tax planning, risk analysis and a host of non-financial concierge services.

We develop a deep understanding of our clients’ needs and goals, then work with them to customize an investment plan and an estate strategy to meet them. We communicate consistently and review and update those strategies regularly to help ensure their short- and long-term objectives are appropriate.

Through these long-standing objective relationships, we relish in helping our clients obtain their vision of financial success—and ultimately achieve their dreams.

BRIAN LUSINK

404-410-8960

3560 Lenox Road
Suite 1100
Atlanta, GA 30326

“We’re passionately involved in all aspects of a family’s wealth management. We’re here to help them achieve their financial goals.”

Brian Lusink, CFP®, CRPS®, Senior Vice President, Private Wealth Advisor, PWM Senior Portfolio Manager 

We serve a select number of families and institutions to provide dynamic and personalized products, services and intellectual property through an established firm like Rockefeller.

BRIAN LUSINK, CFP®, CRPS®

Senior Vice President, Private Wealth Advisor, PWM Senior Portfolio Manager 
BLusink@rockco.com
404-410-8960

LINDSEY READ

PWA Client Associate
LRead@rockco.com
404-410-8962

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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
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BRIAN LUSINK, CFP®, CRPS®

BRIAN LUSINK, CFP®, CRPS®

Senior Vice President, Private Wealth Advisor, PWM Senior Portfolio Manager 

 

Brian Lusink is a Senior Vice President, Private Wealth Advisor, PWM Senior Portfolio Manager at Rockefeller Capital Management.

Before joining Rockefeller Capital Management in 2020, Brian had been a Financial Advisor with Morgan Stanley and its predecessor firms, Smith Barney and Citi Family Office, since 1995.

Over the years, he’s developed a depth of knowledge in areas ranging from holistic wealth planning to asset allocation and investment selection, including the ever-expanding opportunities in the realm of alternative investments. In addition, he’s worked with many business owners to manage their personal and business financials, from advising on mergers, acquisitions and liquidity strategies to designing comprehensive retirement plans. In fact, he was named a “Top 401(k) Advisor” by the Financial Times in 2015, 2016, 2017 and 2019. Brian was also named one of Forbes Best-In-State Wealth Advisors for Georgia in 2019 and 2020.

Brian earned his bachelor’s degree in financial economics from the University of Georgia. He is a Certified Financial Planner (CFP®) and a Chartered Retirement Plan Specialist (CRPS®).

Brian and his wife, Kimberly, live in Atlanta with their three sons. They are a member of the Peachtree Road United Methodist Church, are on numerous committees at the Lovett School and involved in a myriad of other charities.

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LINDSEY READ

LINDSEY READ

PWA Client Associate 

 

Lindsey Read is a PWA Client Associate at Rockefeller Capital Management.

Originally from Macon, Georgia, Lindsey attended the University of Georgia where she graduated with a degree in Accounting.  She then went on to Deloitte where she worked in the audit and assurance group and worked on master level taxation studies.  She used that experience to move her career to Morgan Stanley Private Wealth Management as a Registered Client Service Associate.  Lindsey joined The Lusink Group at Rockefeller Capital Management in 2020 where she works with clients on service needs, portfolio analysis and runs operations. Lindsey is a 2022 CFA Level III Candidate.

In her free time, Lindsey works with the Murray’s Light Foundation, a non-profit benefiting children’s education and advancement in the Middle Georgia area, which she co-founded.  She also enjoys trying new restaurants around Atlanta, spending time outdoors, and traveling.

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