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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 3000
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
Biography +

TABITHA ORLANDO

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

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.

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Our Ideas
Changing Directions
Changing Directions
Despite the strong and resilient U.S. economy, Rockefeller Asset Management’s David P. Harris sees risk to profit growth no matter what the outcome of the 2020 elections. Read more on this—and his expectations for Japan, China and Europe.
Politics of Outrage
Politics of Outrage
Political dysfunction in an era of populist outrage, plus the unexpected lessons learned in establishing the Smithsonian Institution, are among Chief Investment Strategist Jimmy Chang’s updates.
Power to the People
Power to the People
Our Chief Investment Strategist Jimmy Chang warns investors not to overlook the surging youth vote in the U.S. as he examines the nation’s recent—and historical—economic policies and performances.