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THE MONTGOMERY LEVIN GROUP

Welcome to the Rockefeller Global Family Office

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Your family faces opportunities and challenges throughout each phase of life. Our entire team is dedicated to helping you address the uncommon opportunities that come with exceptional personal and business success. 

Our high-touch services can help organize and manage all aspects of your financial world. By making deep connections and understanding your values, our goal is to develop the kind of reliability and efficiency that builds long-lasting relationships.

As part of Rockefeller Capital Management, we provide access to the institutional capabilities and planning resources of the entire firm, offering innovative solutions for helping you sustain and grow your wealth and preserve your legacy. We believe select business owners and entrepreneurs, senior executives, exceptional families and family offices choose us because we help provide:

The confidence that comes from a team experienced in providing solutions.

A customized, intelligent approach dedicated to each generation of your family.

The access, service and resources of a global wealth management leader.

THE MONTGOMERY LEVIN GROUP

404-443-2700

One Buckhead Plaza
3060 Peachtree Road, Suite 110 & 200
Atlanta, GA 30305

“We take a human, intelligent and optimistic approach to your complex personal and professional endeavors.” 

John Montgomery, Senior Portfolio Manager, Managing Director

We bring together a team dedicated specifically to your needs with the global resources of one of the leading wealth management firms. Count on us to be: proactive, accessible, and collaborative.

We provide a dedicated organization to bridge the generations within a family in order to create continuity and help deliver a structure that is focused on preserving wealth and creating opportunities.

JOHN MONTGOMERY

Senior Portfolio Manager, Managing Director 
John.Montgomery@rockco.com
(404) 942-3075
Biography +

ANDREW LEVIN

Senior Portfolio Manager, Senior Vice President 
ALevin@rockco.com
(404) 942-3076
Biography +

DEBY BARBER, CFP®

Team COO, Vice President 
DBarber@rockco.com
(404) 942-3077
Biography +

THOMAS MORAN

Team Head of Trading, Associate Vice President 
TMoran@rockco.com
(404) 942-3078
Biography +

SOPHIA SIRAJ

Client Operations, Associate Vice President 
SSiraj@rockco.com
(404) 942-3079
Biography +

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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.

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 investment management experience provides thoughtful and timely recommendations and oversight.”
Andrew Levin, Senior Portfolio Manager, Senior Vice President
Our Ideas
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There is no Alternative
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Skirting The Maginot Line
Old-Fashioned Bank Runs in Internet Time
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Canary in the coal mine
Rockefeller Insights
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News
Business Wire - April 3, 2023
IGM Financial, a Member of the Power Corporation Group of Companies, Making Long-Term Strategic Investment in Rockefeller Capital Management; Becomes Shareholder Alongside Majority Investor Viking Global Investors
Business Wire - January, 13 2023
Rockefeller Capital Management Expands Presence in Texas, Welcomes First Austin-Based Private Advisor Team
Business Wire - November 4, 2022
Rockefeller Capital Management Welcomes The Maxwell Group, of The Woodlands, TX, to its Rockefeller Global Family Office
Business Wire - October 20, 2022
Rockefeller Asset Management Expands Team to Scale Existing Capabilities and Position Growth Centered on Strategic Partnerships
Business Wire - October 7, 2022
Rockefeller Capital Management Welcomes the Mooney Stanley Group, of Pepper Pike, OH, to its Rockefeller Global Family Office – Expanding Presence in Midwest
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

Rockefeller Financial LLC is a broker-dealer and investment adviser dually registered with the U.S. Securities and Exchange Commission (SEC);Member Financial Industry Regulatory Authority (FINRA), Securities Investor Protection Corporation (SIPC). Rockefeller Financial LLC is not a bank. Where appropriate, Rockefeller Financial LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Rockefeller Financial LLC are not FDIC insured, may lose value, are not bank guaranteed, not a bank deposit, and not otherwise insured by any federal government agency.

Investing involves risk, including the possible loss of principal. Past Performance is no guarantee of future results and no investment or financial planning strategy guarantees profit or protection.

Rockefeller Capital Management LLC and its affiliates do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
JOHN MONTGOMERY

JOHN MONTGOMERY

Senior Portfolio Manager, Managing Director

 

John joined Rockefeller Capital Management in 2021. He has over 25 years of experience developing tailored investment guidance and financial education to business owners, family offices, executives and multigenerational families. Since a young age he has taken an interest in the ever-changing world of finance and the markets. He began his career during a recession and in turn came to understand the value of long-term strategic planning and developing tenured relationships with clients.

John’s team is composed of accomplished professionals who are accountable, driven, and knowledgeable. The team is committed to providing excellence in all that they do. He focuses on the differentiated needs of business executives and entrepreneurs throughout their entire business life cycle.

John began his career in 1991 at Eastman Kodak Company. He went on to join Citigroup Smith Barney in 1993 as a Financial Advisor and Vice President. In 2000, he became a Senior Vice President of McDonald Investments and founded Atlanta Wealth Management, a full-service wealth and asset management practice. When Atlanta Wealth Management was acquired in 2005, he joined UBS Private Wealth Management.

John earned his bachelor’s degree with honors from Bowling Green University. He then went on to attend Stanford University Graduate School of Business Executive Education Program.

In his free time, John enjoys traveling with his wife and two children. He is also an avid skier, surfer and mountain biker.

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ANDREW LEVIN

ANDREW LEVIN

Senior Portfolio Manager, Senior Vice President 

 

Andrew Levin is a Senior Vice President with Rockefeller Capital Management. Prior to joining the firm in 2021, he spent over 13 years at UBS Private Wealth Management advising affluent families, foundations and institutions.

Andrew has had a passion for investing from the age of 13.  Destined for a career on Wall Street, he worked with a portfolio manager, fixed income trader, family office and wealth management firm prior to joining Bear Stearns & Co. as an equity analyst in 2006.

As a Senior Portfolio Manager, Andrew draws on his capital markets background to provide him with a differentiated perspective to address the financial challenges of complex balance sheets and concentrated wealth.  His deep industry knowledge and experience has given him a seasoned perspective on the markets and investment strategy. Andrew also has developed a focus on working with entrepreneurs throughout the monetization and liquidity planning process.

Andrew attended Indiana University where he received a B.S. in Public Finance.  Within his community he serves in leadership roles with a number of local and national charitable organizations.  Andrew resides in Atlanta with his wife and their two daughters. In his free time, Andrew enjoys the outdoors, traveling and good food.

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DEBY BARBER, CFP®

DEBY BARBER, CFP®

Team COO, Vice President 

 

Deby joined Rockefeller Capital Management in 2021. With more than 20 years of experience, Deby manages the client service team within The Montgomery Group. She manages the support team to ensure efficient processes, timely and dependable service. Deby and her team are committed to being the primary resource for clients regarding all aspects of their financial lives.

She earned a B.A. in fine art from Florida Atlantic University. She grew up in Atlanta and now resides in Sandy Springs with her family.

Deby has served as a docent since 1997, most recently since 2010 at the High Museum of Art. She enjoys experiencing different cultures and traveling to see art exhibitions.

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THOMAS MORAN

THOMAS MORAN

Team Head of Trading, Associate Vice President 

 

Thomas joined Rockefeller Capital Management in 2021. He started his career as a research analyst for FactSet StreetAccount, focusing on the macroeconomic landscape, before transitioning to the wealth management industry – where he has held roles at Fifth Third’s Private Bank, and most recently UBS.

Within the team, he is the head of trading, while simultaneously working with the advisors on investment strategy and portfolio management. Thomas takes pride in providing concise guidance on the markets and utilizes his background in research to develop tailored asset allocation strategies for clients.

Thomas graduated from the University of Alabama with a B.A. in finance. In his free time, Thomas enjoys spending time with his wife and two dogs. He is also an avid golfer, traveler, and volunteers at the Chastain Park Conservancy and Atlanta Community Food Bank.

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SOPHIA SIRAJ

SOPHIA SIRAJ

Client Operations, Associate Vice President 

 

Sophia joined Rockefeller Capital Management in 2021 and brings over 13 years of experience to her role. Having previously worked at firms including Morgan Stanley Private Wealth Management and UBS Private Wealth Management, Sophia is highly experienced in the financial services industry and delivers a distinctive level of expertise and execution to the team. She excels at organization, attention to detail and is committed to providing an exceptional level of service.  Sophia helps to oversee and coordinate operations including the implementation of processes to bring clients consistent execution and strong peace of mind.

Sophia earned her Bachelor of Science in Business Administration from Franklin University in 2009. She currently lives in Alpharetta with her husband and two children. In her free time she enjoys traveling with her family, giving back to her community and reading a good book.

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ALEXANDRA HUMPHREY

ALEXANDRA HUMPHREY

Client Associate 

 

Alexandra joined Rockefeller in 2021. Alexandra began working with The Montgomery Group as an intern in 2015 and joined the team in a full-time capacity three years later. Her main responsibility is team operations, and she helps to make sure administrative tasks and client needs are all handled efficiently and smoothly. Alexandra assists in financial planning and reporting for clients, along with other project management responsibilities. From planning discovery to order execution to dependable transactions.

Alexandra graduated with a B.S. in economics from Rhodes College and holds her Series 7 and 66 securities licenses. She is a Georgia native who grew up in Marietta. She enjoys spending time with friends and family who live locally. She is an avid reader and enjoys traveling whenever possible.

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LIZZIE SINGLETON

LIZZIE SINGLETON

Client Associate 

 

Lizzie Singleton joined the Montgomery Leving Group (MLG) at Rockefeller Capital Management in April 2022 as a Client Associate. Lizzie’s key responsibilities within the team are responding to client requests - be they administrative, planning projects or problem-solving tasks to be completed in an efficient and timely manner.  Lizzie will engage with other Rockefeller service groups including estate planning, client reporting, technology and our philanthropy team to ensure that all client needs are addressed using the breadth of our firm’s deep resources. 

Lizzie graduated with a B.S. in Economics/Mathematics from the University of Southern California. She is a Georgia transplant and grew up in Nashville, Tennessee. Outside of work, she likes to spend time with friends and family and explore the Atlanta area. She also plays classical piano, loves the outdoors, and enjoys going to concerts. 

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