For current perspectives on the businesses, investors, and the financial markets click here.

Our firm was built to help the Rockefeller Family across every aspect of their daily, business and philanthropic life. We draw on our firm’s work with the Rockefeller Family which spans seven generations to serve you and your family.

We work with privately-held, family owned businesses in the manufacturing, service, science and technology sectors along their entire business life cycle:
• We enable you to focus on your business, science or technology while we seek to ensure that your balance sheet is appropriately positioned and your wealth plan reflects your objectives.
• We can advise you and your family on the tax-efficient succession and transition of your business to the next generation or help position the company for growth or ultimate sale to a strategic or financial investor.

We work closely with Private Equity firms:
• Tax and estate planning related to partners’ carried interest;
• M&A sell-side in support of portfolio harvesting;
• Working with founders and management teams of portfolio companies on pre and post-acquisition planning for investment management and trust & estate planning.

Rockefeller Family Office – Philadelphia

 

(484) 209-2030

100 Front Street
Suite 1325
West Conshohocken, PA 19428

“We are a global family office that has served the Rockefeller family since 1882, and the story of the first family in family wealth is our blueprint.”

Timothy D. O’Hara, President, Family Office

“When people ask me why I think the family has succeeded, I say that the family has chosen high-level advisors whom they totally trust, who are not just yes-men and -women but people who give their honest opinions.”

David Rockefeller, Jr.

MATTHEW PANARESE

Sr. Client Advisor, MD
mtpanarese@rockco.com
O: (484) 209-2040
C: (610) 787-0060
Biography +

TUAN NGUYEN

Sr. Client Advisor, MD
tnguyen@rockco.com
O: (484) 209-2033
C: (917) 407-8185

RACHAEL FERRARO

Client Advisor, VP
rferraro@rockco.com
O: (484) 209-2045
C: (732) 239-0394

JORDAN A. HAWKS

Client Advisor, VP
jhawks@rockco.com
O: (202) 890-8085

RACHEL DUB

Executive Assistant
rdub@rockco.com
O: (484) 209-2039

ISAAC MARTIN

Senior Client Associate, AVP
imartin@rockco.com
O: (484) 209-2042
C: (610) 762-9546

PARTH PATEL

Client Associate
ppatel@rockco.com
O: (484) 209-2036

Our commitment to bringing expertise from multiple viewpoints is brought to the forefront when collaborating with the following individuals. The Rockefeller difference is the expertise we can bring to all aspects of your life.

TIMOTHY D. O’HARA

President of Family Office & Co-Head of the Rockefeller Global Family Office
tohara@rockco.com
(212) 549-5360

JIMMY CHANG, CFA®

Chief Investment Officer of Rockefeller Global Family Office, MD
jchang@rockco.com
(212) 549-5218

TOM DAVIDSON

President, The Rockefeller Trust Company (Delaware)
tdavidson@rockco.com
(302) 830-3720

CANDICE DIAL

Director of ESG Investments, SVP
cdial@rockco.com
(212) 549-5107

CHLOE DUANSHI, CFA®

Head of Quantitative Research & Portfolio Construction, MD
cduanshi@rockco.com
(212) 549-5374

ADRIENNE HART

Head of Philanthropy, VP
ahart@rockco.com
(484) 209-2037

TIMOTHY LAFFEY

Head of Tax Policy & Research, SVP
tlaffey@rockco.com
(484) 209-2062

ELISABETH O. MADDEN

President of Rockefeller Trust Company, N.A.
emadden@rockco.com
(212) 549-5413

ELIZABETH P. MUNSON

Chairperson, Rockefeller Trust Companies
emunson@rockco.com
(212) 549-5400
Biography +

JOSEPH ROBERTS

Head of Wealth Strategy, MD
jroberts@rockco.com
(484) 209-2043

R. MITCHELL THEISS

Executive Chairman, Strategic Advisory, MD
mtheiss@rockco.com
(212) 549-5309

JANET WELCH

Head of Family Office Services
jwelch@rockco.com
(203) 717-6614

BARRY WINTNER

Head of Manager Approval, MD
bwintner@rockco.com
(212) 549-5287

GRACE YOON

Head of Business Development & Strategic Partnerships, MD
gyoon@rockco.com
(212) 549-5392

JASON R. THOMPSON

Chief Wealth Strategist, SVP
jthompson@rockco.com
(484) 209-2038

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 Tax Advisor 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.

family office
  • Financial Accounting & Bookkeeping
  • Trust & Estate Planning
  • Tax Efficient Planning & Preparation
  • Family Legacy & Governance Advisory
  • Bill payment
  • Philanthropy advisory
  • Human Resources Services
  • Cash flow and liquidity planning
  • Next Gen Financial Education
  • Aggregated Reporting
strategic advisory

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

asset management

Rockefeller Asset Management serves individuals, families and institutional investors whose focus on alpha generation requires an experiences partner with a demonstrable investment history. With more than 30 years of experience in global investing, we offer Equity and Fixed Income strategies whose performance over multiple market cycles is driven by a disciplined process and our collaborative culture.

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.
life style advisory

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.

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The intersection of markets, capital and advice.
Election 2020: Income & Estate Planning Considerations
Election 2020: Income & Estate Planning Considerations
Before and After November 3rd.
TIMOTHY D. O’HARA

TIMOTHY D. O’HARA

President of Family Office & Co-Head of Global Family Office

 

Timothy D. O'Hara is President of the Family Office and Co-Head of the Rockefeller Global Family Office at Rockefeller Capital Management. He is a member of the firm’s Management Committee.

Tim is responsible for leading a team of talented senior client advisors and multigenerational wealth planning experts, building upon Rockefeller’s rich history of serving ultra-high-net-worth families through an expanded offering of investment, tax and estate planning, strategic advisory, and trustee services, while creating access to strategic partnerships providing risk management and lifestyle-enhancing services.

Prior to joining Rockefeller in 2018, Tim was President and CEO of Ayco, joining in 1996 as a client advisor in the Ayco Family Office. He assumed roles of increasing responsibility, including Head of the Ayco Family Office and Executive Vice President of the Asset Management, Insurance, and Finance divisions.

Tim earned his bachelor’s degree in Accounting from Le Moyne College and his J.D. from Albany Law School. He is a Certified Public Accountant.

Tim serves as a Trustee of Albany Law School, on the Board of Advisors of Madden School of Business at Le Moyne College, on the Parents Executive Committee at Villanova University, and on the Board of GreenSlate.

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JIMMY CHANG, CFA®

JIMMY CHANG, CFA®

Chief Investment Officer of Rockefeller Global Family Office, MD

 

Jimmy C. Chang, CFA®, is the Chief Investment Officer of the Rockefeller Global Family Office. He is a member of the firm’s Management Committee and is a Chartered Financial Analyst®.

Jimmy has spent more than 16 years with Rockefeller. Prior to becoming the Chief Investment Officer in 2020, Jimmy was the Chief Investment Strategist and a Senior Portfolio Manager at Rockefeller Asset Management, where he co-managed several equity strategies and had oversight of the Fixed Income group.

Before joining Rockefeller in 2004, Jimmy was a Senior Vice President, Chief Technology Strategist, and Senior Technology Analyst at the U.S. Trust Company of New York, where he led technology equity research and co-managed a technology fund. He previously served as a Senior Marketing Representative and an Advisory Systems Engineer at International Business Machines Corporation (IBM) from 1985 to 1994, where he was responsible for client relationship management, business volume, and profit attainments at major international financial services and banking accounts.

Jimmy earned an M.B.A. in Finance/International Business from New York University and a B.S. (summa cum laude) in Electrical Engineering from The Cooper Union.

He is a member of the Tau Beta Pi National Engineering Honor Society. He serves on the Investment Committee of the Foundation for Contemporary Arts.

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TOM DAVIDSON

TOM DAVIDSON

President, The Rockefeller Trust Company (Delaware)

 

Tom Davidson is the President of the Rockefeller Trust Company (Delaware). He is responsible for the overall management of the Delaware Trust Company including building and cultivating strong client relationships, fulfilling fiduciary responsibilities, and ensuring adherence to standards and practices. Tom offers innovative solutions to help remedy complex problems involving all aspects of trust administration. He has over 26 years of experience in the trust and estate industry with over 21 years of Delaware specific trust administration, estate planning and fiduciary risk management.

Prior to joining The Rockefeller Trust Company (Delaware), Tom was President of a major international trust company in Delaware. Prior to that role, he was Director of Trust Administration for another major international trust company, also in Delaware. Previously, Tom was Trust Counsel for a prominent national trust company and he was in private practice with a boutique law firm in northern Maryland focusing on estate administration, estate planning, estate litigation, heir disputes and other fiduciary litigation matters. Tom is a veteran having served in the US Air Force as a Flight Engineer Supervisor.

Tom received his undergraduate degree from the University of Delaware and his law degree from Widener University School of Law. He is a member of the American Bar Association section of Real Property, Trusts & Estates, a member of the Delaware Estate Planning Council and a former member of the New jersey State Bar Association and the Maryland State Bar Association.

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CANDICE DIAL

CANDICE DIAL

Director of ESG Investments, SVP

 

Candice Dial is the Director of ESG Investments at Rockefeller. In her role, she is responsible for leading strategic ESG initiatives within the Family Office, which includes working with the manager selection team to build the third-party manager platform, engaging in thought leadership activities, and supporting Client Advisors. Previously, Candice implemented a sustainable investing program at the Church Pension Group and managed a $1.2 billion sustainability portfolio oversaw the private market sustainable investing program for the Church Pension Group, a pension fund with assets exceeding $14 billion. Candice has spoken in multiple global sustainable investment conferences and featured and mentioned in various video and print publications.

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CHLOE DUANSHI

CHLOE DUANSHI

Head of Quantitative Research & Portfolio Construction, MD

 

Chloe Duanshi is the Head of Quantitative Research and Portfolio Construction at Rockefeller Capital Management.

In this role, she is responsible for developing broad capital market outlooks – strategic and tactical asset allocation guidance – for the Rockefeller Global Family Office. Chloe also works with advisors and clients to construct bespoke multi-asset portfolios, utilizing both traditional and alternative investment strategies.

Prior to Rockefeller, Chloe was a cross-asset strategist at Morgan Stanley, where she specialized in asset allocation and portfolio construction for ultra-high net worth individuals, single family offices, endowments and foundations. Prior to Morgan Stanley, Chloe worked at BNP Paribas, where she was responsible for structuring custom leverage solutions for hedge funds within the equities and commodities derivatives space.

Chloe received her B.S. degree, manga cum laude, from the Sibley School of Mechanical and Aerospace Engineering at Cornell University and M.A. degree in Mathematics from Columbia University. Chloe is a CFA charterholder.

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ADRIENNE HART

ADRIENNE HART

Head of Philanthropy, VP

 

Adrienne Hart is a Vice President and Head of Philanthropy at Rockefeller Capital Management, based in Philadelphia, PA. Prior to joining Rockefeller Capital Management, Adrienne was an Associate in the Private Client Group at Troutman Pepper and a Fiduciary Advisor for Hawthorn, PNC’s Family Office Division. Adrienne has spent her career counseling high-net-worth individuals and families on matters of individual estate, tax, business succession, charitable and generational wealth planning and administration. Adrienne also counsels charitable and non-profit organizations on qualification for and maintenance of tax-exempt status. Adrienne is a member of the State Bars of Pennsylvania, New Jersey, and New York as well as the Philadelphia Estate Planning Council. Adrienne received her J.D. and LL.M from Villanova University Charles Widger School of Law.

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TIMOTHY LAFFEY

TIMOTHY LAFFEY

Head of Tax Policy & Research, SVP

 

Timothy Laffey is Head of Tax Policy & Research within the Global Family Office at Rockefeller Capital Management. In his role, Tim partners with colleagues across the organization in strategically advising clients with executive compensation, private equity, and multi-state taxation issues, as well as guide them through the implications of tax regulations while advising on tax strategies. He is also responsible for supporting our Family Office tax teams as well as setting tax policy for the Family Office.

Prior to joining Rockefeller, Tim was a Senior Vice President and Senior Wealth Planner in Wells Fargo Private Bank’s Regional Wealth Planning group and was a practicing attorney in the Personal Law group of Morgan, Lewis & Bockius. He has spent his entire career counseling and advising ultra-high net worth clients in all aspects of income, estate, gift and generation-skipping transfer tax planning, as well as business succession and philanthropic planning. Tim started his career in the Private Client Advisors group of Deloitte Tax.

Tim earned his accounting degree from the University of Scranton, magna cum laude, and his J.D. and Masters of Law in Taxation from Villanova University School of Law. He is licensed to practice law in Pennsylvania and New Jersey.

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ELISABETH O. MADDEN

ELISABETH O. MADDEN

President of Rockefeller Trust Company, N.A.

 

Elisabeth O. Madden is the President of Rockefeller Trust Company, N.A. and a Managing Director at Rockefeller Capital Management. She is a member of the firm's Management Committee. Prior to joining Rockefeller, Lisi was an associate with Milbank, Tweed, Hadley & McCloy, LLP for seven years, focusing on estate planning and administration of trusts and estates. Lisi holds a B.A. from the University of Pennsylvania and an M.Sc. from the London School of Economics. She also holds a J.D. from Vanderbilt University Law School and an Advanced Certificate in the field of Estate Planning from New York University School of Law. Lisi is a member of the New York State Bar Association.

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ELIZABETH P. MUNSON

ELIZABETH P. MUNSON

Chairperson, Rockefeller Trust Company NA and Delaware

Elizabeth P. Munson is the Chairperson of Rockefeller Trust Company, N.A. and The Rockefeller Trust Company (Delaware). She is a Managing Director and member of the firm’s Executive Committee. In this role, she specializes in advising high-net-worth individuals and families, particularly in trust and estate planning and philanthropic matters.

Prior to joining Rockefeller, Liz was a partner in White & Case’s Private Clients Group, where she practiced from 1983 to 2001. In her law career, her practice focused on providing tax and estate planning for high-net-worth families, foundations, endowments, and nonprofit organizations. She also advised the Private Clients Group at several leading banking institutions.

Liz earned a bachelor’s degree from Yale College, an LL.M. in taxation from New York University School of Law, and a J.D. from Harvard Law School.

She is highly involved in serving several nonprofit organizations, including as Board Chair of Lenox Hill Neighborhood House, Vice President and Secretary of Sheltering Arms Children and Family Services, Secretary of the Cancer Schmancer Foundation, and a Director of Stichting to Promote Women’s World Banking. She is also a director of CPA®18, a real estate investment trust advised by W.P. Carey & Co, LLC.

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JOSEPH ROBERTS

JOSEPH ROBERTS

Head of Wealth Strategy, MD

 

Joseph Roberts is Head of Wealth Strategy at Rockefeller Capital Management in Philadelphia. Prior to joining Rockefeller Capital, Joe worked for Zeke Capital, a National Multi-Family Office, and Abbot Downing, Wells Fargo’s Family Office. Joe started his career at PricewaterhouseCoopers in the Private Financial Services Consulting Group. Joe has spent his career advising families of unique wealth on their financial needs, including fiduciary administration, tax, wealth transfer and risk mitigation. Joe is a member of the State Bars of Pennsylvania and New Jersey as well as the Tax Section of the American Bar Association. Joe earned a J.D. and Masters in Taxation from Villanova University, and B.A. from the University of South Florida.

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R. MITHCELL THEISS

R. MITHCELL THEISS

Executive Chairman, Strategic Advisory, MD

 

Mitchell Theiss is Executive Chairman of Strategic Advisory for Rockefeller Capital Management. He is a member of the firm’s Management Committee.

Mitch brings to Rockefeller more than 30 years of investment banking experience, having served as a trusted advisor to companies across a broad range of industry sectors.

Prior to joining Rockefeller, he was at Bank of America Merrill Lynch for 19 years, most recently serving as Chairman of Global Industrials. Before joining Merrill Lynch, Mitch spent a decade in investment banking at Goldman Sachs.

Mitch earned an M.B.A. from The Wharton School of the University of Pennsylvania.

 

 

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JANET WELCH

JANET WELCH

Head of Family Office Services

 

Janet Welch is a Managing Director and the Head of Family Office Services at Rockefeller Capital Management. She is also a member of the Firm’s Management Committee.

In her role, Janet partners closely with colleagues in building out the operating platform for Family Office, and has oversight of Operations, Family Office Technology initiatives, Business Management, Bill Concierge, Tax Preparation Services, Financial Reporting, Marketing, and Finance.

Prior to joining Rockefeller, Janet was the Deputy Chief Operating Officer for the Dalio Family Office. While there, she oversaw transformation efforts, program management, the finance and accounting organization, and business continuity. Most recently, Janet was responsible for leading the transformation of key portions of the family office operations including the creation of a holistic security and risk program and the build-out of Human Resources capabilities. Previously, Janet held increasingly senior roles at organizations including Diageo North America, QSP Inc., and IBM. Janet completed her undergraduate degree at Rutgers University and received her M.B.A. at Pace University’s Lubin School of Business.

 

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BARRY WINTNER

BARRY WINTNER

Head of Manager Approval, MD

 

Barry A. Wintner, CFA is the Head of Manager Approval and a Managing Director of Rockefeller Capital Management. He is a member of the firm's Management Committee. Barry is responsible for advancing the delivery of third-party investment solutions in support of our client advisors. Prior to joining Rockefeller Capital Management in 2013, Barry was Senior Vice President of Research and Investments at Protégé Partners. Prior to joining Protégé in 2008, Barry served in various capacities for Asset Alliance Corporation as Senior Managing Director of Research and Investments, and held positions as Director of Research, and Senior Analyst. Barry is a Chartered Financial Analyst ® charterholder. He received a B.A. in Physics from the University of Pennsylvania, an M.S. in Physics from Cornell University and an M.B.A. from the Johnson Graduate School of Management at Cornell University. He is also a member of the Board of Trustees and the Investment Committee of St. Barnabas Hospital in the Bronx.

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GRACE YOON

GRACE YOON

Head of Business Development & Strategic Partnerships, MD

 

Grace Yoon is Head of Business Development & Strategic Partnerships for Rockefeller Capital Management. She is a member of the firm’s Executive Committee.

As Head of Business Development and Strategic Partnerships, Grace is responsible for deepening client relationships and elevating client engagement for the Global Family Office. In this role, Grace is focused on enhancing the overall client experience, including engagement with women and next-generation family members, and building customized Sustainability and Impact investing solutions for clients. She is also responsible for curating and managing key relationships with strategic partners.

Prior to her current role, Grace was Chief Marketing Officer for the firm. Grace joined Rockefeller in March 2018 as Chief Operating Officer of Strategic Advisory and Head of Strategic Initiatives.

Before joining Rockefeller, Grace was a Managing Director at Morgan Stanley, responsible for driving wealth and asset management growth with investment banking clients. Prior to that, Grace spent a number of years at Bank of America Merrill Lynch in investment banking and equity capital markets, and was a Director in investor relations for Merrill Lynch during the financial crisis.

Grace, a graduate of Phillips Exeter Academy, earned a bachelor’s degree in Economics from Brown University and an M.B.A. in Finance from the Leonard N. Stern School of Business at New York University.

She is a member of the Board of Directors of Invest in Girls.

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MATTHEW PANARESE

MATTHEW PANARESE

Sr. Client Advisor, MD

 

Matthew T. Panarese is a Managing Director of Rockefeller Capital Management and is responsible for the firm’s Philadelphia and D.C. offices. Matt advises high net worth and ultra high net worth clients as well as foundations and endowments on investment management, wealth and tax planning, complex wealth transfer strategies, and client accounting services. Prior to joining Rockefeller, Matt was President of the Mid-Atlantic Region for Wilmington Trust Company where he was also Founder and Head of the National Business Owner Practice Group advising privately held and family owned businesses. He joined Wilmington Trust as Managing Director, serving as a senior private client advisor for more than five years before being named Regional President for Philadelphia & Suburban Wealth Advisory. Previously, he was a Vice President at JPMorgan Private Bank. Matt serves as a Director of the Rockefeller Trust Company (DE), SquashSmarts and The First Tee of Greater Philadelphia.  He also serves on the Chairman’s Council of the Mann Center for the Performing Arts and the Penn Squash Alumni Board Development Committee. Matt is a graduate of the University of Pennsylvania. 

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TUAN NGUYEN

TUAN NGUYEN

Sr. Client Advisor, MD

 

Tuan H. Nguyen is Managing Director and Senior Client Advisor at Rockefeller Capital Management.  He is responsible for helping lead the efforts in the Mid-Atlantic Region by closely advising families in all aspects of their financial life. As a Senior Client Advisor, he is a steward of his clients’ s family wealth and values for their future generations. 

Prior to joining Rockefeller, Tuan was Executive Director and Senior Investment Specialist at the JPMorgan Private Bank. In this role, he advised families in Southeastern Pennsylvania and Ohio. Tuan previously served as Executive Director and Market Investment Team Leader in the Bank’s New York office, where he led a team of investment personnel responsible for advising Hedge Fund Principals, one of the fastest growing and best performing teams in the Private Bank. Tuan has a distinguished career having worked at Smith Barney, Citigroup Global Markets, Prudential Securities and IDS Financial Services. 

Tuan believes in “paying it forward” and serves on the Board of Winrock International and the Corporate Advisory Council at the Barnes Foundation. Additionally, he also serves on the Advisory Boards of Summer Search Philadelphia, The Asian American Chamber of Commerce of Greater Philadelphia, The Asian Arts Initiative and the Asian American Studies Scholarship at University of Maryland College Park.  Tuan is a former mentor with Philadelphia Futures. Tuan earned a B.A. in Economics from University of Maryland College Park. 

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RACHAEL FERRARO

RACHAEL FERRARO

Client Advisor, VP

 

Rachael Ferraro is a Vice President and Client Advisor with Rockefeller Capital Management in the Philadelphia office. Rachael focuses on providing investment advice to ultra-high net worth families, private business owners, corporate executives, and endowments & foundations. Previously, Rachael was an Investment Specialist with J.P. Morgan Private Bank where she developed and implemented custom portfolio solutions across asset classes. Prior to joining J.P. Morgan, Rachael worked in the Philadelphia office of PwC in their Asset Management practice where she earned her CPA license. Rachael graduated with honors from the Villanova School of Business with a B.S. degree in Accounting and Marketing and a minor in Business Law. Rachael also holds her FINRA Series 7 and 63 licenses. Rachael serves as a mentor with Philadelphia Futures, a non-profit organization focused on providing the tools and resources necessary for college success to economically disadvantaged high school students in the Philadelphia region. She also serves on the Pennsylvania Horticultural Society’s Strategic Oversight Committee. Rachael currently resides in Philadelphia with her husband, Aaron.

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ISAAC MARTIN

ISAAC MARTIN

Senior Client Associate, AVP

 

Isaac M. Martin is Associate Vice President and Senior Client Associate with the Rockefeller Capital Management Family Office. Isaac is responsible for day-to-day client service as well as supporting Client Advisors with new business generation. Prior to joining Rockefeller, Isaac worked as a business and planning analyst at Wilmington Trust, N.A., an M&T Bank subsidiary. While at Wilmington Trust, N.A., Isaac was selected to be part of the Bank’s highly regarded Management Development Program that is designed to foster leadership skills and provide industry exposure to incoming talent. Isaac earned a B.S. in Business Administration with a concentration in Finance from Elizabethtown College. Isaac currently serves as Treasurer on the board of the Cincinnati Song Initiative. Isaac lives in Ardmore, Pennsylvania with his wife Amanda.

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PARTH PATEL

PARTH PATEL

Client Associate

 

Parth Patel is a Client Associate with the Rockefeller Family Office in Philadelphia, Pennsylvania. Parth is responsible for supporting clients through day-to-day client services and operations. Prior to Rockefeller, Parth had three six-month co-op experiences at Goldman Sachs, FS Investments, and Arkema Inc. as a Private Wealth Management Analyst, Fund Management Analyst, and Financial Data Analyst, respectively. At Goldman Sachs, Parth worked within their Private Wealth Management arm supporting several financial advisors and their analysts with preparing client meeting materials including portfolio reporting and investment research for ultra-net-worth individuals, businesses, foundations, and endowments. Parth was also able to work with advisors on business development to generate new business. Parth graduated Summa Cum Laude from Drexel University with a Bachelors in Science and Business Administration concentrated in Finance and Business Analytics. Parth currently resides in Hatfield, Pennsylvania.

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RACHEL DUB

RACHEL DUB

Executive Assistant

 

Rachel Dub is an Executive Assistant with the Rockefeller Capital Management Family Office. In her role, Rachel focuses on client servicing and managing the operations of the Philadelphia office, as well as the planning and execution of business development events for the Mid-Atlantic region. Prior to joining Rockefeller, Rachel was the Marketing Manager at the law firm of Royer Cooper Cohen Braunfeld LLC. In this role, Rachel focused on marketing and event planning to families, individuals and business owners. She oversaw firm marketing strategy, developed marketing materials, and managed the firm social media accounts. Prior to this role at Royer Cooper Cohen Braunfeld, Rachel served as their Marketing Assistant and Firm Administrator where she also opened the Philadelphia office and continued to oversee its operations. Rachel earned a B.S. in Marketing from the University of Pittsburgh. She currently resides in Philadelphia, Pennsylvania.

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JORDAN A. HAWKS

JORDAN A. HAWKS

Client Advisor, VP

 

Jordan A. Hawks is a Vice President and Client Advisor with the Rockefeller Capital Management Family Office in Washington, D.C. Jordan serves the region’s Nonprofits, Foundations and Endowments, as well as Ultra High Net Worth individuals and families. Jordan advises on investment management, wealth and tax planning, wealth transfer strategies, and family office services. Jordan is simultaneously responsible for the effort to further new business development in the region. Prior to joining Rockefeller, Jordan served with Eton Advisors Group, a multi-family office in North Carolina with $1.5bn AUM. There, Jordan held multiple roles, including holding direct responsibility for private investments due diligence. Jordan earned a B.A. in History and Philosophy with distinction from East Carolina University and an M.B.A. from Wake Forest University. Jordan is a member of the Wake Forest University School of Business Alumni Committee and lives in Northern Virginia with his wife Dawn and their daughter.

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JASON R. THOMPSON

JASON R. THOMPSON

Chief Wealth Strategist, SVP

 

Jason R. Thompson is a Senior Vice President and Chief Wealth Strategist at Rockefeller Capital Management. Prior to joining Rockefeller Capital, Jason worked at Wells Fargo Private Bank in both the Philadelphia and Los Angeles offices. He started his career at PriceWaterhouseCoopers in their National Tax Services office in Washington, D.C. Jason has spent his career advising a select group of wealthy families on estate and gift taxes, philanthropy, business succession, and wealth preservation.  

Jason earned his B.A. in Political Science from DePaul University, J.D. from Syracuse University College of Law, and LL.M. in Tax from Villanova University School of Law. His memberships include the Philadelphia Estate Planning Council, United States Tax Court, and American Bar Association.  

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