For current perspectives on the businesses, investors, and the financial markets click here.
Parker, Kvasnak & Associates

Welcome to the Rockefeller Global Family Office

At Parker, Kvasnak & Associates, our mission is to serve you and your family. We are confidantes, counselors and navigators, dedicated to managing the complexities of family and wealth. 

With the resources of Rockefeller Capital Management, we’re able to serve our clients’ every financial need—from helping business owners with cash flow, tax, succession and retirement planning, to helping multi-generational families with trusts, estate plans and wealth transfer, to managing their investments so their goals can be achieved. 

Our team’s depth of experience and understanding of our clients’ needs ensures long-lasting relationships built on integrity and trust. We engage with our clients not only through frequent phone calls and meetings but also exclusive events and opportunities. 

Everything we do starts with a comprehensive financial plan that solves for the complexities of each family. It’s crucial we get to know our clients and they get to know us. Clients quickly see that we treat families as if they are our own, the transparency in everything we do, and our deep commitment to giving back to our community. 

It would be our pleasure to serve you and your family. 

PARKER, KVASNAK & ASSOCIATES

180 Battery Street
Suite 120
Burlington, VT 05401

“What sets us apart is being entrusted with the legacies of some of the world’s most successful entrepreneurs, innovators, visionaries — and their families. Together, we view wealth not as a prize but as potential.”

Gregory J. Fleming

“At Parker, Kvasnak & Associates, we are stewards of our client’s and their family’s future. Together, with Rockefeller we harness decades of experience to deliver the highest standards of care and financial outcomes.”
– Joshua Gates Parker, Managing Director, Private Wealth Advisor

JOSHUA GATES PARKER, CPWA®, CPFA™

Managing Director, Private Wealth Advisor
Senior Portfolio Manager
JParker@rockco.com
(802) 341-4460

NEIL KVASNAK

Senior Vice President, Private Wealth Advisor
Corporate Finance & Financial Planning
NKvasnak@rockco.com
(802) 341-4461

JESSICA DOWS

Associate Vice President, Team Operations Officer
JDows@rockco.com
(802) 341-4462

Request an Introduction

Please complete the form below. Fields marked with an asterisk (*) are required. You will be contacted shortly. We will not distribute any of your personal information that is submitted on our site. This includes your email address, postal address, phone number, and any other personal data.

preferred method of contact*

To help us assess your needs, can you share a range for your investable assets?

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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.

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 Ideas
Broken Promises
Broken Promises
The rise and fall of an “altruistic billionaire”
Game of Thrones
Game of Thrones
Political fratricides & the weaponization of oil
Uniquely Rockefeller Special Client Event – Lessons from a Leading Growth Investor with Warburg Pincus CEO Chip Kaye
Uniquely Rockefeller Special Client Event – Lessons from a Leading Growth Investor with Warburg Pincus CEO Chip Kaye
A Conversation with Chip Kaye, CEO of Warburg Pincus
Load More
Joshua Gates Parker, CPWA®, CPFA™

Joshua Gates Parker, CPWA®, CPFA™

Managing Director, Private Wealth Advisor

Senior Portfolio Manager

 

Joshua Parker joined Rockefeller Capital Management in July 2022 as Managing Director, Private Wealth Advisor and Senior Portfolio Manager. Josh leads strategy and growth for Parker, Kvasnak & Associates. He has been an advisor to clients for more than two decades with 8 years at Morgan Stanley and 14 years at Merrill Lynch, where he was named to Forbes “Best-In-State Wealth Advisors” list, from 2019-2022 and recently named to Barron’s “Top 1200 Financial Advisors” list, in March 2021.

He has advanced financial education including designations as a Certified Private Wealth Advisor® and Certified Plan Fiduciary Advisor™.  Josh grew up learning about investing from his grandfather and truly appreciates the personal relationships he develops with his clients while having a positive and meaningful impact in their lives. 

Beyond the technical skills required to be in the Wealth Management Business, Josh is a student of behavioral finance and helps clients optimize their financial strategies and avoid making mistakes. 

Josh graduated from The University of Miami in 1996, after graduating from Deerfield Academy in 1992.  

Josh is also a wine scholar, having earned the Level 3 award from the WSET® out of London and the Vermont Wine School. He currently sits on the board of the Boys and Girls Club of Burlington and was formerly on the board of the Vermont Folklife Center in Middlebury. He enjoys cooking, golfing, mountain biking and snowboarding. He resides in Richmond, VT with his wife Iveta

You have Successfully Subscribed!

Neil Kvasnak

Neil Kvasnak

Senior Vice President, Private Wealth Advisor 

Corporate Finance & Financial Planning

 

Neil Kvasnak joined Rockefeller Capital Management in July 2022 as Senior Vice President and Private Wealth Advisor with Parker, Kvasnak & Associates.   Neil advises businesses and high net-worth individuals in Corporate Finance and Financial Planning, including business succession, forecasting cash flows, tax and retirement planning, and in specific cases, he assists multi-generational families with trusts, estate plans and wealth transfer.

For over 30 years, Neil has worked in both investment management and corporate banking institutions including Merrill Lynch, UBS, Keybank, First Union (now Wells Fargo) and Chemical Bank (now JP Morgan Chase).

Neil takes a deep interest in what is important and relevant to his clients and works closely with them to customize strategies that match their unique priorities. 

A graduate of Middlebury College and a global citizen, Neil is inspired by the stories and experiences he has gathered living throughout the United States and Europe. Outside of work, he enjoys reading historical nonfiction and being outdoors skiing, fly fishing, kayaking and practicing yoga.

 

 

 
 

You have Successfully Subscribed!

Jessica Dows

Jessica Dows

Associate Vice President, Team Operations Officer

 

Jessica Dows is an Associate Vice President and Team Operations Officer with Parker, Kvasnak & Associates at Rockefeller Capital Management.  Jessica manages administrative and day-to-day operations with personal care and first-class service. She handles client calls and inquiries, while also implementing business management systems to increase service quality. Jessica is a highly experienced client associate who has been in the financial services industry since 2000. Often the first point of contact, she assists clients with a wide variety of needs ranging from simple requests to complex issues. 

Jessica enjoys travel, outdoor activities and spending time with friends and family. She resides in South Burlington, VT.

You have Successfully Subscribed!