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OGLEVEE & DEVINE

Welcome to the Rockefeller Global Family Office

At Oglevee & Devine our focus is centered around the principle of multigenerational wealth creation and preservation. Our team invests a significant amount of human capital into our clients to help ensure our clients have the resources they need to achieve their financial goals.

We pride ourselves on the effort we make to personally get to know each and everyone of our clients as we assist them on their financial planning journey. Wealth planning is an ever-evolving exercise, and as a result our team is constantly on call to service the needs of you and your family.

Being a part of Rockefeller, provides us with the opportunity to offer our clients unparalleled service, access to uncommon investment opportunities, a seamless digital platform, and access to premier lifestyle advisor partners.  

OGLEVEE & DEVINE 

949-736-5963

23 Corporate Plaza Drive
Suite 246
Newport Beach, CA 92660

“Our team is here to partner with our clients to understand their objectives and goals and work with them to develop tailored investment solutions that help put them on a path towards success.”

Stefan Oglevee, Managing Director, Private Wealth Advisor 

Family is the principle foundation on which our business is built; we service, treat and care for our clients like we would our own.

STEFAN OGLEVEE

Managing Director, Private Wealth Advisor 
SOglevee@rockco.com
949-736-5960

JANNAH DEVINE

Senior Vice President, Private Wealth Advisor 
JLDevine@rockco.com
949-736-5961

STEFAN "MAX" OGLEVEE

Vice President, Private Wealth Advisor 
MOglevee@rockco.com
949-736-5962

JUSTIN MEDEIROS

Associate Vice President, Client Service Associate
JMedeiros@rockco.com
949-736-5963

ROBB LINDELL

Associate, Client Service Associate 
RLindell@rockco.com 
949-736-5964

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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
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Uniquely Rockefeller Special Client Event – Bruce Flatt
A Conversation with Bruce Flatt, CEO of Brookfield Asset Management
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The outbreak of war in Ukraine has quickly galvanized the European Union’s commitment to reduce its reliance on Russian energy and accelerate its plans to increase the region’s renewable energy capacity. In this new commentary, we review the short- and long-term implications of this dynamic and the investment implications.
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Energy, Security, Groceries
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STEFAN OGLEVEE

STEFAN OGLEVEE

Managing Director, Private Wealth Advisor 

 

Stefan W. Oglevee brings more than two decades of investment planning experience to Rockefeller Capital Management.  He has been in the business of providing comprehensive and strategic financial planning and advice to high-net-worth families since 1998.  As their trusted advisor and friend, Stefan is always available to counsel his clients in their personal and financial needs.

Stefan graduated from the University of New Hampshire in 1992 with a bachelor’s degree in Business Administration, and earned his law degree from Franklin Pierce Law Center at the University of New Hampshire in 1998, graduating in the top 10% of his class.  He began his career in Albany, New York, at Ayco, a subsidiary of Goldman Sachs.

After 12 years developing his relationships, Stefan started a new chapter at UBS, and spent 10 years counseling his clients there.  During the last year, Stefan joined forces with his long-time colleague, Jannah Devine, and his son, S. Maxwell Oglevee. Together the team brings more than 40 years of client experience to Rockefeller. The Rockefeller platform provides our team with the resources to deliver a boutique style, white-glove experience for our clients as well as the infrastructure to implement sophisticated investment and financial planning needs.

Stefan currently resides in San Juan Capistrano with his dogs, Nipsy, Bevers, and Lady Dunkel, as well as his cat Silky.

He spends weekends and winters in Big Bear, skiing when he has the opportunity to do so.  He is a mentor to current University of New Hampshire students, and he hosts an annual fundraiser for the local German Shorthaired Pointer rescue.

 

– Senior Vice President UBS: May 2011 – May 2021

– Vice President Ayco – Goldman Sachs: September 1998 – May 2011

– B.A. Business Administration, University of New Hampshire

– Series 7, Series 63 and Series 65 Registrations

– Life Insurance Licensed

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JANNAH DEVINE

JANNAH DEVINE

Senior Vice President, Private Wealth Advisor 

 

Jannah Llewellyn Devine brings over sixteen years of investment and financial planning experience to Rockefeller Capital Management. She provides clients personalized and portfolio management. Jannah is a trusted advisor and close confidant to clients and their families. She makes herself available at all times for counsel, through both good and challenging times. 

Jannah graduated from the University of San Diego in 1997 with a bachelor’s in Business Administration and she earned her law degree from Chapman University, School of Law in 2004. In between her undergraduate work and law school, she worked full time at her family’s computer maintenance company in every department from accounts receivables/payables, dispatch, human resources, sales and management. After law school, Jannah began her career at AYCO, a Goldman Sachs company.

After spending 8 years working with both AYCO counseling clients and Goldman Sachs affluent clients located in 20 plus states, Jannah and her clients started a new chapter at UBS Financial Services, and spent 9 years advising and growing her relationships. During her last year at UBS, Jannah joined forces with her long-time colleague, Stefan Oglevee, and his son, Maxwell Oglevee. Together they bring more than 40 years of experience to Rockefeller Capital Management.

Jannah currently resides in Newport Beach, California with her dog, Maximus. She spends her free time with family, friends, exercising, hiking and skiing.

 

– Senior Vice President at UBS Financial Services: March 2012 – April 2021

– Vice President at AYCO, a Goldman Sachs company: September 2004 – January 2012

– A. Business Administration, University of San Diego

– Series 7, Series 66, Series 9 & Series 10

– Life Insurance, Annuity Licensed

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STEFAN “MAX” OGLEVEE

STEFAN “MAX” OGLEVEE

Vice President, Private Wealth Advisor 

 

S. Maxwell Oglevee joined Rockefeller as a Vice President in May 2021. He earned his Bachelors of Arts in Business with a focus in finance from the San Francisco State University. As a part of a generational team, Maxwell has a passion for assisting families through the many complexities life has to offer. By preparing comprehensive financial plans and constructing goal oriented portfolios Maxwell and the team are aligned with each and every clients’ lifelong goals. 

Prior to Rockefeller, Maxwell worked at UBS for 4 years as a Financial Advisor in both Irvine, CA as well as in Weehawken, NJ assisting clients from all over the country with their everyday financial needs. Maxwell holds his Series 7 and 66 licenses as well as both Life & Health Insurance licenses. After work, Maxwell enjoys spending the summers by the beach, winters skiing with his family, and traveling to new places. 

Maxwell resides in Santa Ana, CA. 

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JUSTIN MEDEIROS

JUSTIN MEDEIROS

Associate Vice President, Client Service Associate 

 

Justin Medeiros has over a decade of customer service experience in the hospitality and financial service industries. He joined UBS Financial Services in 2014 working in Operations, quickly taking on the role of Complex Wire Operator for the Southwest Processing Center. After passing his Series 9 & 10 exams, he then transitioned into management and compliance. He ultimately found his calling when he joined Stefan Oglevee’s team as a Client Associate in 2019. Justin is passionate and committed to providing the highest level of service to both his team and clients. 

Justin resides in Rancho Santa Margarita with his wife and cat. He enjoys playing drums, listening to music, watching movies, and spending time with his friends and family.

 

– Senior Registered Client Associate, UBS: September 2019 – May 2021

– Supervisory Officer, UBS: September 2018 – September 2019

– Service Associate / Wire Operator, UBS: October 2014 – September 2018

– Series 7, Series 66, SIE, Series 9, & Series 10 Registrations

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ROBB LINDELL

ROBB LINDELL

Associate, Client Service Associate 

 

Robert D. Lindell III has over 18 years of experience ranging from operations analyst to customer liaison, account and relationship management. Robb started his career at Thomson Reuters in 2002 and was immediately placed in a client facing role as well as being tasked with being a leader in both coaching and mentoring roles within the firm. Robb partnered with business leaders and development teams to increase productivity in operations, client contact, customer service and sales. Robb was often recognized and promoted to more senior responsibilities and was responsible for providing training and support for the Costa Rica office on specialized, proprietary projects. Finally, Robb incorporated quality control and compliance obligations over his daily roles to ensure client’s data and personal information was fiercely protected and used in the most effective and sensitive manner. Robb’s passion for taking care of his client relationships and commitment to the task at hand has led to years of providing the highest level of service.

Robb recently relocated from Minnesota and now resides in Tustin, California with his girlfriend and her son. He is an avid golfer and enjoys all things sports, listening to music, walking, cooking, spending time and playing cards with family and friends.

 

– Associate at Rockefeller Capital Management – May 2021

– Finance Product Pricing Service Analyst at Thomson Reuters – 2009 to 2021

– Account Service Analyst at Thomson Reuters – 2005 to 2009

– Customer Service Rep at Thomson Reuters – 2002 to 2005

– S.I.E. licensed – April 2021

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