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THE MONTGOMERY LEVIN GROUP

Welcome to the Rockefeller Global Family Office

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

3560 Lenox Road
Suite 1100
Atlanta, GA 30326

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

John Montgomery, Managing Director, Senior Portfolio Manager 

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

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

ANDREW LEVIN

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

DEBY BARBER, CFP®

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

THOMAS MORAN

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

SOPHIA SIRAJ

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

ALEXANDRA HUMPHREY

Client Associate
AHumphrey@rockco.com
(404) 942-3074

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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.

Our Ideas
Uniquely Rockefeller Special Client Event – Dr. Rajiv Shah
Uniquely Rockefeller Special Client Event – Dr. Rajiv Shah
A Conversation with Dr. Rajiv Shah, President of The Rockefeller Foundation
Congratulations, RCM Board Member Derek Jeter!
Congratulations, RCM Board Member Derek Jeter!
Our Newest Board Member Joins the Professional Baseball Hall of Fame
State and Local Tax Deduction – Planning and Possibilities
State and Local Tax Deduction – Planning and Possibilities
Rockefeller Insights
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