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THE MCDAVID GROUP

Taking the complexity out of financial decision-making
Sophisticated solutions to help you manage and preserve wealth across generations

Thomas McDavid has been serving the needs of his clients for more than 20 years, delivering sophisticated solutions that simplify the complexity of their financial lives. An Atlanta native, Tom helps families, entrepreneurs, business owners and corporate executives grow, manage and preserve their wealth for generations to come.

As part of Rockefeller Capital Management, Tom and his team provide comprehensive wealth advisory and global office services, leveraging time-tested methods of managing the assets and more of some the world’s wealthiest families.

An ardent listener who thrives when he’s problem-solving, Tom is a trusted partner to his clients and their multigenerational families, committed to developing and implementing individualized strategies that solve for their distinct financial needs. By understanding the significance of their wealth, he provides guidance and delivers solutions that acknowledge and respect the assets’ origins and purpose—now and in the future.

Contact us to learn more about how you and your family can benefit from having a trusted partner who understands your life goals.

THE MCDAVID GROUP

(470) 645-6881
3560 Lenox Rd NE
Suite 1100
Atlanta, GA 30326

“When it comes to our clients’ money, we understand not only the why behind their investments, but the who, what, where, when and how.”

Thomas McDavid, Managing Director, Private Wealth Advisor

We love being able to answer questions and solve problems for our clients, no matter how complicated they might be.

THOMAS MCDAVID

Managing Director, Private Wealth Advisor

TMcDavid@rockco.com
(470) 645-6880

TABITHA ORLANDO

Associate Vice President, Client Associate
TOrlando@rockco.com
(470) 645-6881

Joseph D. Roberts

Head of Wealth Strategy

Brian Ferraro

Head of Investment Strategies, Rockefeller Global Family Office

Janet Welch

Head of Family Office Services

Timothy Laffey

President of Rockefeller Trust Company, N.A.

Jackie Klaber

Head of Opportunistic Investing

Chloe Duanshi, CFA®

Head of Investment Strategies, Rockefeller Global Family Office

Jimmy C. Chang, CFA®

Chief Investment Officer, Rockefeller Global Family Office

Elisabeth Madden

President of Rockefeller Trust Company, N.A.
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 Tax Advisor 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

• Family Legacy & Governance Advisory

• Bill payment

• Philanthropic advisory

• Human Resources Services

• Cash flow and liquidity planning

• Bill payment

• Next Gen Financial Education

• Aggregated Reporting

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 serves individuals, families and institutional investors whose focus on alpha generation requires an experiences partner with a demonstrable investment history. With more than 30 years of experience in global investing, we offer Equity and Fixed Income strategies whose performance over multiple market cycles is driven by a disciplined process and our collaborative culture.

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.

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THOMAS MCDAVID

THOMAS MCDAVID

Managing Director, Private Wealth Advisor

 

Tom McDavid is a Managing Director, Private Wealth Advisor at Rockefeller Capital Management. He joined in January 2020 to better serve the dynamic needs of his clients and their families.

Tom leverages the firm’s extensive resources and deep expertise to fully meet his clients’ evolving needs and to ensure they achieve their goals. This includes his access to the firm’s specialists in taxes, lending, trusts and estates, and portfolio structure, in addition to the firm’s comprehensive family office network of colleagues.

With more than 20 years of experience in wealth management, 13 of which at Merrill Lynch as CIO of one of the largest and highest-producing teams, Tom has extensive experience with investment management and portfolio oversight, including manager selection and option analysis. There, he managed 21 unique portfolios ranging in scope from 100% equity to 100% fixed income with total assets of $6 billion. Most recently, at Morgan Stanley, Tom had been appointed the designation of Family Wealth Director and Alternative Investments Director.

Tom has deep knowledge and experience with stock options, 401K plans, and risk management, and thrives when he’s helping clients solve their most complex financial challenges. With his exceptional listening skills, Tom is able to truly understand the significance of his clients’ wealth and provide guidance and solutions that acknowledge and respect that origin and purpose.

Tom holds degrees from Southern Methodist University (B.M.), Yale University (M.M.) and Emory University (M.B.A.)

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TABITHA ORLANDO

TABITHA ORLANDO

Assistant Vice President

 

Tabitha Orlando is an Associate Vice President at Rockefeller Capital Management. Prior to joining Rockefeller, Tabitha began her career at Merrill Lynch in 2007 and joined Morgan Stanley in 2012. She enhances the client experience by providing exceptional customer service and prompt assistance to satisfy client needs. Tabitha was born and raised in Georgia, where she resides with her husband, Chris and two children. She enjoys spending time with her family and dog, traveling and reading.

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JACKIE KLABER

JACKIE KLABER

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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CHLOE DUANSHI, CFA®

CHLOE DUANSHI, CFA®

Head of Investment Strategies, Rockefeller Global Family Office

 

Chloe Duanshi is a Managing Director and the Head of Investment 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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JIMMY C. CHANG, CFA®

JIMMY C. CHANG, CFA®

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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JOSEPH D. ROBERTS

JOSEPH D. ROBERTS

Head of Wealth Strategy

 

Joseph Roberts is a Managing Director and Head of the Wealth Strategy Group at Rockefeller Capital Management, based in Philadelphia, PA. Prior to joining Rockefeller Capital, Joe worked for Zeke Capital, a National Multi-Family Office, and Abbot Downing, Wells Fargo’s Family Office. Joe started his career at PricewaterhouseCoopers in the Private Financial Services Consulting Group. Joe has spent his career advising families of unique wealth on their financial needs, including fiduciary administration, tax, wealth transfer, and risk mitigation. Joe is a member of the State Bars of Pennsylvania and New Jersey as well as the Tax Section of the American Bar Association. Joe earned a J.D. and Masters in Taxation from Villanova University and B.A. from the University of South Florida.

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BRIAN FERRARO

BRIAN FERRARO

Wealth Strategist, VP

 

Brian Ferraro is the Wealth Strategist in Rockefeller Capital Management’s Boston office. He works with high net worth individuals, families, and non-profit organizations particularly focusing on Financial Planning and Wealth Strategy.

Prior to joining Rockefeller, he spent six years at PwC providing income and estate tax planning and compliance services to the same types of clients.

Brian graduated from Boston College in 2013 with a degree in business and carries CPA and CFP® designations.

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Janet Welch

Janet Welch

Head of Family Office Services

 

Janet Welch is a Managing Director and the Head of Family Office Services at Rockefeller Capital Management. She is also a member of the Firm’s Management Committee.

In her role, Janet partners closely with colleagues in building out the operating platform for Family Office, and has oversight of Operations, Family Office Technology initiatives, Business Management, Bill Concierge, Tax Preparation Services, Financial Reporting, Marketing, and Finance.

Prior to joining Rockefeller, Janet was the Deputy Chief Operating Officer for the Dalio Family Office. While there, she oversaw transformation efforts, program management, the finance and accounting organization, and business continuity. Most recently, Janet was responsible for leading the transformation of key portions of the family office operations including the creation of a holistic security and risk program and the build-out of Human Resources capabilities. Previously, Janet held increasingly senior roles at organizations including Diageo North America, QSP Inc., and IBM. Janet completed her undergraduate degree at Rutgers University and received her M.B.A. at Pace University’s Lubin School of Business.

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TIMOTHY LAFFEY

TIMOTHY LAFFEY

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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Elisabeth Madden

Elisabeth Madden

President of Rockefeller Trust Company, N.A.

 

Elisabeth “Lisi” Madden is a Managing Director and President of Rockefeller Trust Company, N.A. at Rockefeller Capital Management. She is a member of the firm's Management Committee. 

Prior to joining Rockefeller, 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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