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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

LIZZIE SINGLETON

Client Associate
ESingleton@rockco.com
(404) 942-3073

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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
Planning in a Challenging Market
Planning in a Challenging Market
Rockefeller Insights
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Uniquely Rockefeller Special Client Event – Jack Brennan
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Fed will likely cap rates around 3.5%, says Rockefeller Capital Management's Greg Fleming
Gregory Fleming joins CNBC's "Squawk Box"
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JOHN MONTGOMERY

JOHN MONTGOMERY

Managing Director, Senior Portfolio Manager 

 

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.

John is a member of the board of trustees for the Leukemia and Lymphoma Society of Georgia.

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ANDREW LEVIN

ANDREW LEVIN

Senior Vice President, Senior Portfolio Manager 

 

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®

Vice President, Team COO 

 

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

Associate Vice President, Team Head of Trading 

 

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

Associate Vice President, Client Operations

 

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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