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THE PRESTON DAHLANDER SWEDLUND GROUP

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 9 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.​

THE PRESTON DAHLANDER SWEDLUND GROUP

(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.

DARREL PRESTON

Managing Director
Private Wealth Advisor
DPreston@rockco.com
(972) 761-5030

GERALD DAHLANDER

Managing Director
Private Wealth Advisor
GDahlander@rockco.com
(972) 761-5031

DREW SWEDLUND

Senior Vice President
Private Wealth Advisor
DSwedlund@rockco.com
(972) 761-5032

CHRISTOPHER WOLF

Team Chief Operating Officer
CWolf@rockco.com
(972) 761-5033

BOB DENTON

Vice President
Senior Portfolio Analyst
BDenton@rockco.com
(972) 761-5036

LAUREN TURBITT

Vice President
Private Wealth Advisor
LTurbitt@rockco.com
(972) 761-5035

AMANDA RUBALCAVA

Senior Administrative Partner
ARubalcava@rockco.com
(972) 761-5034

JASMIT GILL

Administrative Partner
JGill@rockco.com
(972) 761-5037

KATIE TURPIN

Client Experience Specialist
KTurpin@rockco.com
(972) 761-5028

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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.

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
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DARREL PRESTON

DARREL PRESTON

Managing Director
Private Wealth Advisor

 

Darrel is a Managing Director, Private Wealth Advisor for The Preston Dahlander Swedlund Group at Rockefeller Capital Management. Darrel has more than 28 years of investment and wealth management planning experience. Prior to joining Rockefeller, Darrel spent over a decade at Merrill Lynch Wealth Management. He began his career in 1987 at Rotan Mosle, Inc. and spent 16 years at PaineWebber/UBS before joining Merrill Lynch in December of 2008.

Throughout his career, Darrel has focused on providing exceptional service, thoughtful advice and customized financial strategies for families, business owners and individuals who aspire to a work optional lifestyle. Darrel works with each client to set quantifiable goals and helps prioritize their needs. He and the team then develop and implement a customized investment plan using a wide variety of financial instruments. In other words he and his team help clients put the pieces of the financial puzzle together.

Darrel is a 1985 graduate of Texas State University, Darrel and his wife Debbie, live in Dallas and have two grown children.  Darrel and his family enjoy traveling and stay active by snow skiing in the winter and in the summer hiking, and house boating at Lake Powell, UT.

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GERALD DAHLANDER

GERALD DAHLANDER

Managing Director
Private Wealth Advisor 

 

Gerry is a Managing Director, Private Wealth Advisor for The Preston Dahlander Swedlund Group at Rockefeller Capital Management. Prior to joining Rockefeller, Gerry was at Merrill Lynch Wealth Management where he continued the tradition his father started more than 50 years ago, as part of a family team dedicated to helping other families manage their wealth. Before he joined Merrill in 1994, Gerry worked for a national commercial real estate developer in industrial leasing and property sales. That experience helped him understand the stresses and responsibilities that corporate executives, entrepreneurs and self-employed individuals feel while striving to achieve their financial goals and protect their families.

Gerry enjoys helping clients create personalized wealth management strategies to pursue the big financial goals they set for themselves and their families. These include strategies focused on creating lifestyle-sustaining retirement income, funding children’s or grandchildren’s education, income preservation, and leaving a family or charitable legacy. Gerry and his team are dedicated to providing caring, consistent, empathetic client service. They strive to save time for busy clients by offering access to a broad range of wealth management services.

Gerry was elected to the vestry of St. Luke’s Episcopal Church and recently served as a trustee for the Episcopal Corporation for the Diocese of Dallas. He has served on the advisory board of the Town North YMCA and as the scoutmaster of a local Boy Scout troop. He graduated from Baylor University with a Bachelor of Business Administration. Gerry and his wife, Mary Jane, raised three children who are now young adults. He enjoys golf, music, sailing and reading about history.

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DREW SWEDLUND

DREW SWEDLUND

Senior Vice President
Private Wealth Advisor 

 

Drew is a Senior Vice President, Private Wealth Advisor for The Preston Dahlander Swedlund Group at Rockefeller Capital Management. For nearly 20 years, Drew has been helping clients to create and implement personalized wealth management strategies. 

Drew uses the Team’s proven planning process to define what success, happiness, and fulfillment means for each client. Through ongoing communication Drew builds customized strategies with each client’s desired outcomes in mind. 

Many goals are planned years in advance and Drew loves celebrating with his clients when those goals become reality.  Unfortunately, life isn’t always a straight line. It’s the unexpected pivots and challenges in life where the strength of Drew’s relationships with clients can be seen most vividly. “My highest honor in this profession is when clients stop seeing me as just their investment manager and start seeing me as their trusted friend and advocate. Being one of the first calls they make to celebrate wins, discuss opportunities, or to talk through difficulties is why I do this every day.”

Forbes ranks Drew Swedlund among America’s top 250 Next-Gen Wealth Advisors on the “2019 Top Next-Gen Wealth Advisors” List. He is also listed on Forbes “2020 Best-in-State Wealth Advisors” list and the Forbes “2019 Next-Gen Best-In-State Wealth Advisors” list.

Drew is a graduate of the Cox School of Business at Southern Methodist University and currently resides in Dallas, TX with his wife Dallas and two children. Drew is a strong believer in the mission and purpose of the Big Brothers Big Sisters organization. Drew started mentoring his little brother, Reuben shortly after he turned 11. Reuben overcame a difficult childhood and attended Harvard University on a full scholarship. He graduated in May of 2017 and went on to complete his Masters Degree from Harvard. Reuben is considered a part of Drew’s family.

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CHRISTOPHER WOLF

CHRISTOPHER WOLF

Team Chief Operating Officer 

 

Chris is Team Chief Operating Officer for The Preston Dahlander Swedlund Group at Rockefeller Capital Management. Prior to joining Rockefeller, Chris spent 15 years at Merrill Lynch Wealth Management, focusing on serving the complex needs of wealthy individuals and families by serving as their personal financial concierge. He is the group’s internal operations associate, focusing on maintaining accounts, targeting special needs situations and operational needs. Chris is extremely service oriented and is completely vested in the clients’ personal and financial well-being.

He earned a ranking in the Service Quality Top 100 Client associate award, out of 6,000 candidates, for best in client service in the firm in 2013, 2014, 2015 and 2016. Has a Degree in Communication Studies from Texas Tech University. Chris lives in Southlake, TX with his wife and daughter.

*The Top 100 Client Associates (CAs) Merrill internal Service Quality award is an annual program ranking FINRA-registered CA’s for overall client satisfaction, breadth of relationships, online delivery services and good standing with the firm.

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BOB DENTON

BOB DENTON

Vice President 
Senior Portfolio Analyst 

 

Bob is a Vice President, Senior Portfolio Analyst for The Preston Dahlander Swedlund Group at Rockefeller Capital Management. Prior to joining Rockefeller, Bob was at Merrill Lynch Wealth Management where he joined in 1994. Bob concentrates in providing investment planning solutions based upon the clients risk tolerance, time horizon, liquidity needs and overall investment goals. His focus is on building long-term relationships.

Bob received his Bachelors degree from the Texas A&M University and his Masters degree from the University of Houston. He and his wife, Sharon, have two children and four grandchildren.

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LAUREN TURBITT

LAUREN TURBITT

Vice President
Private Wealth Advisor

 

Lauren is a Vice President, Private Wealth Advisor for The Preston Dahlander Swedlund Group at Rockefeller Capital Management. Prior to joining Rockefeller, Lauren was a Financial Advisor at Merrill Lynch Wealth Management. Lauren focuses on working with entrepreneurs, executives, and high-net worth families. With a focus in planning, Lauren provides a hands on approach of creating customized strategies and guidance to assist Clients in progressing toward their financial goals. She is passionate about the community and promoting volunteerism through her work with a number of local non-profits in Dallas & Austin.

Lauren grew up in The Woodlands, TX and attended the University of Mississippi. She graduated Ole Miss with a double major in Managerial Finance and Banking Finance. Before becoming a Financial Advisor, she completed a rigorous Bank Management Program in Austin, TX at Bank of America. Coming from a family of three generations of Entrepreneurs she brings the same passion to making a lasting impact with her Clients and the Community.

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AMANDA RUBALCAVA

AMANDA RUBALCAVA

Senior Administrative Partner 

 

Amanda is a Senior Administrative Partner for The Preston Dahlander Swedlund Group at Rockefeller Capital Management. Prior to joining Rockefeller, Amanda was a Registered Senior Client Associate at Merrill Lynch Wealth Management. Amanda focuses on client service and is the go to person for any type of service request. She has over 33 years of experience in the securities industry, 20 of which have been with the Preston | Swedlund Group. Amanda provides service to each client by interfacing with them, solving their problems and following through to provide exceptional service. She brings her uncompromising sense of ethics into the office and has built long lasting relationships with clients.

Amanda resides in Desoto, TX. with her family. She has 3 sons, 3 grandsons and 1 granddaughter.

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JASMIT GILL

JASMIT GILL

Administrative Partner 

 

Jasmit is a Team Administrative Partner with The Preston Dahlander Swedlund Group at Rockefeller Capital Management.  Prior to joining the PDS group as a Registered Client Associate in March 2019, Jasmit served as a Registered Instructor with Merrill Lynch Wealth Management.  She has over six years of experience in the securities and service industries.  She is extremely detail oriented and task driven making her well equipped to handle even the most complex service inquiries.

Jasmit graduated from Montclair State University in 2009 with her Bachelors in Business Administration with a concentration in Finance.  She also obtained her Master of Business Administration in 2013 from MSU as well.  She resides in Prosper, TX with her husband and two sons.

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KATIE TURPIN

KATIE TURPIN

Client Experience Specialist

 

Katie Turpin is the Client Experience Specialist with The Preston Dahlander Swedlund Group at Rockefeller Capital Management. Prior to joining Rockefeller, Katie was the marketing and client relations director for a boutique branding and sports marketing firm based in Dallas. She specialized in strategic partnership programs, collaborating with prestigious luxury brands to help reach connoisseurs of art, autos, fashion, travel, jewelry, spirits and sports. Katie put her deft project management skills to good use daily, coordinating and interfacing with clients to ensure the success of activation programs and special events. She believes that “Little Things” are never overlooked by the highly accomplished.

Katie grew up in New Orleans, LA and graduated from the University of Holy Cross with a bachelor’s degree in Business.

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