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MARTIN LAWYER DANIELS

Welcome to the Rockefeller Global Family Office

With over 130 years of combined investment experience, our team focuses on working with affluent individuals, families, landowners, and retirees. As a team, we prioritize building strong, multigenerational relationships with our clients and help put them on a track towards long term success. We create customized financial plans that are adaptable to ever-changing market environments to help ensure our clients meet their personal and financial objectives.

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. We are advisors and counselors for our clients in every aspect of life.

MARTIN LAWYER DANIELS 

(210) 890-3595

17806 IH 10 West
Suite 300
San Antonio, TX 78257

“We are a team of experienced investment professionals who value the relationships and trust we have built with our clients. We pride ourselves on keeping our clients at the center of everything we do.”

Bud Martin, Managing Director, Private Wealth Advisor

Our team is centered around trust and transparency. We develop meaningful relationships with our clients that enable us to build tailored wealth management solutions designed to help them reach their personal and financial objectives.

BUD MARTIN

Managing Director, Private Wealth Advisor
BMartin@rockco.com
(210) 890-3590
Biography +

PATTY LAWYER, CRPC®

Managing Director, Private Wealth Advisor
PLawyer@rockco.com
(210) 890-3591

BRETT DANIELS, CPWA®

First Vice President, Private Wealth Advisor
BDaniels@rockco.com 
(210) 890-3592

JUDITH FERNANDEZ

Associate Vice President, Senior Client Associate
JFernandez@rockco.com 
(210) 890-3593
Biography +

SYLVIA HYDRICK

Associate Vice President, Senior Client Associate
SHydrick@rockco.com 
(210) 890-3594

TERRY PAWELEK

Client Associate
TPawelek@rockco.com 
(210) 890-3595

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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
Uniquely Rockefeller Special Client Event – Bruce Flatt
Uniquely Rockefeller Special Client Event – Bruce Flatt
A Conversation with Bruce Flatt, CEO of Brookfield Asset Management
Engaging Ideas: Acceleration of Decarbonization Driven by the War in Ukraine
Engaging Ideas: Acceleration of Decarbonization Driven by the War in Ukraine
The outbreak of war in Ukraine has quickly galvanized the European Union’s commitment to reduce its reliance on Russian energy and accelerate its plans to increase the region’s renewable energy capacity. In this new commentary, we review the short- and long-term implications of this dynamic and the investment implications.
Energy, Security, Groceries
Energy, Security, Groceries
Time to focus on Main Street’s ESG
Load More
BUD MARTIN

BUD MARTIN

Managing Director, Private Wealth Advisor

 

Bud joined Rockefeller in 2021. Prior to Rockefeller he spent over 30 years at Merrill Lynch Wealth Management. He focuses on the fixed income investment portion of client’s portfolios.

He attended the University of Kentucky and is a veteran of the U.S. Navy.

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PATTY LAWYER, CRPC®

PATTY LAWYER, CRPC®

Managing Director, Private Wealth Advisor

 

Patty joined Rockefeller in 2021. Prior to Rockefeller she was at Merrill Lynch Wealth Management for 26 years. Patty has earned the designation Chartered Retirement Planning Counselor and focuses on portfolio construction for clients.

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BRETT DANIELS, CPWA®

BRETT DANIELS, CPWA®

First Vice President, Private Wealth Advisor

 

Brett joined Rockefeller in 2021. Prior to Rockefeller he was at Merrill Lynch Wealth Management for 11 years after spending 5 years in the Healthcare consulting industry. He focuses on investment strategies and assisting clients with estate planning and retirement needs.

Brett attended the University of Texas at San Antonio where he earned a B.B.A.

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JUDITH FERNANDEZ

JUDITH FERNANDEZ

Associate Vice President, Senior Client Associate 

 

Judith joined Rockefeller in 2021 and focuses on client relations and account management. Prior to Rockefeller, she spent over 30 years at Merrill Lynch Wealth Management.

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SYLVIA HYDRICK

SYLVIA HYDRICK

Associate Vice President, Senior Client Associate 

 

Sylvia joined Rockefeller in 2021 and focuses on client relations and account management. Prior to Rockefeller, she spent over 30 years at Merrill Lynch Wealth Management.

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TERRY PAWELEK

TERRY PAWELEK

Client Associate 

 

Terry joined Rockefeller in 2021 and focuses on administrative operations. Prior to Rockefeller, she spent 21 years at Merrill Lynch Wealth Management.

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