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We are a dynamic team of investment professionals who take pride in cultivating wealth management solutions that will serve our clients for multiple generations

The Preston Dahlander Swedlund Group is a multigenerational team consisting of 8 investment professionals with over 160 years in combined industry experience. Our team has an in-depth planning process that includes guidance on wealth, risk, and tax planning. It is our goal to build long lasting relationships and aid our clients in maximizing long term value creation.

With a multigenerational team we can ensure that our clients, and each member of their families, are supported. We pride ourselves on providing solutions that will service our clients for generations.

Being a part of Rockefeller Capital Management gives our clients the opportunity to work with an established family office dedicated to providing unprecedented service and elite investment solutions.​


(972) 761-5000

300 Crescent Court
Suite 1450
Dallas, TX 75201

“Our team culture is one of improvement, we consistently collaborate to ensure we are providing unmatched service and solutions to our clients.”

Darrel Preston, Managing Director, Private Wealth Advisor

At The Preston Dahlander Swedlund Group, our client relationships are built on a foundation of transparency and trust. Each member of our team is committed to providing our clients with customized and detail oriented wealth management solutions.


Managing Director
Private Wealth Advisor 
(972) 761-5030


Managing Director
Private Wealth Advisor
(972) 761-5031


Senior Vice President
Private Wealth Advisor 
(972) 761-5032


Team Chief Operating Officer 
(972) 761-5033


Vice President
Senior Portfolio Analyst
(972) 761-5036


Vice President
Private Wealth Advisor
(972) 761-5035


Senior Administrative Partner
(972) 761-5034


Administrative Partner
(972) 761-5037

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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 – Navigating Volatility in the Markets
Uniquely Rockefeller Special Client Event – Navigating Volatility in the Markets
A Conversation with Avery Sheffield, Co-Founder & CIO of VantageRock at Rockefeller Asset Management, Dr. Ankur Crawford, EVP & Portfolio Manager at Alger, and Nick Davidoff, Founder & CIO at Entrada Management
Climate Change: The Mega Trend Reshaping Economies and Markets
Climate Change: The Mega Trend Reshaping Economies and Markets
Casey Clark, Deputy CIO and Global Head of ESG Investments, discusses how climate change is transforming economies and markets, creating long-term opportunities for companies delivering products or services that help reduce greenhouse gas emissions and adapt to a changing climate.
The Cobra Effect
The Cobra Effect
A dovish Fed trying to sound hawkish
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