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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.



3060 Peachtree Road NW
Suite 110
Atlanta, GA 30305

“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®, Private Advisor, Senior Portfolio Manager, Senior Vice President

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.


Private Advisor, Senior Portfolio Manager, Senior Vice President

Elisabeth "Lisi" Madden

Head of Fiduciary Services

Jackie Klaber

Head of Opportunistic Investing
Biography +

Jim Ratigan

Co-President, Rockefeller Strategic Advisory

Chloe Duanshi, CFA®

Head of Investment Research & Strategies, Rockefeller Global Family Office

Alex Petrone

Director of Fixed Income, Managing Director

Kenneth Willetts

National Wealth Advisory Services Manager, Senior Vice President

Timothy Laffey

Head of Tax Policy and Research Advisory  

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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.
  • 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.

Our Ideas
There is no Alternative
There is no Alternative
The death of the U.S. Dollar's reserve currency status is greatly exaggerated
Skirting The Maginot Line
Skirting The Maginot Line
Old-Fashioned Bank Runs in Internet Time
Canary in the coal mine
Canary in the coal mine
Rockefeller Insights
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Private Advisor, Senior Portfolio Manager, Senior Vice President 


Brian Lusink is a Private Advisor, Senior Portfolio Manager, Senior Vice President 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.


*The Forbes "Best in State Wealth Advisors” rankings discussed above were designated in 2019 and 2020 and last for a period of one year until new rankings are released.  

Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award. 


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Financial Analyst 


Lindsey Read is a Financial Analyst 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 CFA CHarterholder.

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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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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Head of Investment Research & Strategies, Rockefeller Global Family Office


Chloe Duanshi is a Managing Director and the Head of Investment Research & Strategies of the Rockefeller Global Family Office. She is a member of the firm’s Management Committee.

As the Head of Investment Strategies, 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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Chief Investment Officer, Rockefeller Global Family Office 


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 Art.

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Family Office Counselor, Vice President


KellyAnn Risler is a Family Office Counselor – Vice President in the Family Office of Rockefeller Capital Management. Prior to this role she was a Client Advisor, who worked alongside a Managing Director to provide comprehensive planning, advice and services to ultra-high net worth individuals, families, and family offices. Areas of focus include cash flow planning, tax planning, charitable giving, investments, and risk management. Before her time at Rockefeller, Kelly worked at Ayco, a Goldman Sachs Company for five years in her most recent role as a Financial Planner. In this role, she more notably worked with executives of Fortune 500 companies to provide full scope financial planning services.

Kelly has her Bachelor of Science degree in Political Science from the University at Albany –State University of New York, received her J.D. from Albany Law School of Union University and is a member of the New York State Bar. Kelly holds her FINRA Series 7 and Series 66 licenses. She is also a New York State Notary and is insurance licensed.

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Head of Tax Policy & Research, SVP


Timothy Laffey is Head of Tax Policy & Research within the Global Family Office at Rockefeller Capital Management. In his role, Tim partners with colleagues across the organization in strategically advising clients with executive compensation, private equity, and multi-state taxation issues, as well as guide them through the implications of tax regulations while advising on tax strategies. He is also responsible for supporting our Family Office tax teams as well as setting tax policy for the Family Office.

Prior to joining Rockefeller, Tim was a Senior Vice President and Senior Wealth Planner in Wells Fargo Private Bank’s Regional Wealth Planning group and was a practicing attorney in the Personal Law group of Morgan, Lewis & Bockius. He has spent his entire career counseling and advising ultra-high net worth clients in all aspects of income, estate, gift and generation-skipping transfer tax planning, as well as business succession and philanthropic planning. Tim started his career in the Private Client Advisors group of Deloitte Tax.

Tim earned his accounting degree from the University of Scranton, magna cum laude, and his J.D. and Masters of Law in Taxation from Villanova University School of Law. He is licensed to practice law in Pennsylvania and New Jersey.

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Head of Fiduciary Services


Elisabeth “Lisi” Madden serves as Managing Director and Head of Fiduciary Services, Rockefeller Global Family Office, at Rockefeller Capital Management. She is a member of the firm's Management Committee. In this role, Lisi is responsible for all activities across both Rockefeller Trust Company, N.A., and The Rockefeller Trust Company (Delaware).

Prior to joining Rockefeller in 2014, Lisi was an associate with Milbank LLP for seven years, focusing on estate planning and administration of trusts and estates. Lisi holds a B.A. from the University of Pennsylvania and a M.Sc. from the London School of Economics. She also holds a J.D. from Vanderbilt University Law School and an Advanced Certificate in the field of Estate Planning from New York University School of Law. Lisi is a member of the New York State Bar Association.


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Co-President, Rockefeller Strategic Advisory 


Jim Ratigan is a Managing Director and Co-President of Rockefeller Strategic Advisory. He is a member of the firm’s Management Committee.

In his role, Jim is a strategic adviser to senior executives and Boards of Directors of private and public businesses as well as acting as adviser and counselor to family owned businesses. In addition to his advisory work, Jim serves as a Managing Partner within the Executive Leadership Committee for Strategic Advisory, a group responsible for managing the day-to-day operations of Strategic Advisory and developing the longer-term strategic direction for the business.

Prior to joining Rockefeller, Jim served as a Senior Managing Director and Head of Mergers and Acquisitions (M&A) at SVB Leerink. He spent the first eighteen years of his career in the M&A group at Merrill Lynch before joining Deutsche Bank, where he was a member of the Global M&A Leadership team, serving as a Senior Managing Director and Head of Americas M&A.

Jim holds a Bachelor’s degree in Economics from Brown University.


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National Wealth Advisory Services Manager, Senior Vice President 


Kenneth Willetts is currently a Senior Wealth Strategist at Rockefeller Capital Management. He provides estate planning, income tax and financial planning expertise to advisors and their clients as a part of a holistic approach to wealth management. Previously, Kenneth worked at Ayco Company from 1987 to 2019. There, he provided financial planning and wealth management to senior executives, as well as employees at all levels of Fortune 1000 companies. He was also a senior business unit manager for Southeast business in Atlanta, GA as well as a division in Albany, NY. Kenneth received a B.A. in Economics from Union College Schenectady, NY. He is a Series 7, 63, 65 and 24 license holder.


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Director of Fixed Income, Managing Director 


Alex Petrone is Managing Director and Director of Fixed Income for Fixed Income of Rockefeller Asset Management.  Ms. Petrone is responsible for leading Rockefeller Asset Management’s Fixed Income business – setting strategy, driving investment performance, and working closely with clients and prospects. Prior to joining Rockefeller in September 2022, Ms. Petrone was a senior member of PIMCO’s municipal portfolio management, municipal product strategy, and global wealth management teams. Ms. Petrone’s responsibilities included buy and sell decisions, portfolio construction, and risk management for the firm’s taxable and tax-exempt municipal bond allocations. Prior to joining PIMCO, Ms. Petrone worked at Goldman Sachs Asset Management as a senior lead client portfolio manager within the municipal team and as a member of Morgan Stanley Smith Barney’s Capital Markets team for municipal sales and trading. 

Alex received a B.A. in Economics from Harvard University.


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