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RICHEDA, FARR & CASSIDY
WEALTH PARTNERS

Welcome to the Rockefeller Global Family Office

At Richeda, Farr & Cassidy Wealth Partners, we are committed to building strong and tenured relationships with all of our clients and their families. We develop customized wealth management plans that are designed to help enable our clients to reach their personal and financial objectives. We understand the complexities associated with family wealth planning and are here to partner with our clients to provide tailored financial advice and guidance.

We are proud of the ability of our team to serve clients located all over the country. Whether the client is near or far our business strategy is predicated upon providing value creating wealth planning strategies.

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 advisory partners.

RICHEDA, FARR & CASSIDY WEALTH PARTNERS
720-792-0163
300 Crescent Court Suite 1450 Dallas, TX 75201
“The most valuable part of our practice is the ability to develop deep relationships with our clients. In order to provide them the level of service they deserve, we take the time to thoroughly diligence their personal and financial objectives.”
Matthew M Richeda, CAIA®, CRPC®, CFP®, Managing Director, Private Wealth Advisor
Our team remains consistently dedicated to doing right by our clients. We are an experienced team who works collaboratively in providing customized wealth management solutions.

MATTHEW M RICHEDA, CAIA®, CRPC®, CFP®

Managing Director, Private Wealth Advisor
MRicheda@rockco.com
720-792-0160

CHRISTOPHER R FARR, CPWA®, CPFA, CRPS®

Senior Vice President, Private Wealth Advisor
CFarr@rockco.com
720-792-0161

COLEY P CASSIDY, CFA

Senior Vice President, Private Wealth Advisor
CCassidy@rockco.com
720-792-0153

Zachary J Bond Stefo

Vice President, Private Wealth Advisor
ZBond-Stefo@rockco.com
(720) 792-0171

CHRISTOPHER R NAZZARO

Associate Vice President
Senior Client Associate
CNazzaro@rockco.com
720-792-0162

ANNA R MILLER

Client Associate
AMiller@rockco.com
720-792-0163
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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
Policy Risks Galore
Policy Risks Galore
No more financial sedatives; bye-bye, TINA
Everest is Not the Tallest Mountain
Everest is Not the Tallest Mountain
Each economic cycle has its own unique characteristics that make forecasting and market timing so difficult. In this quarter’s edition of Global Foresight, we examine why investors should rethink how they measure inflation and economic growth. The issue also explores some of the more forward-looking indicators that should become increasingly utilized by investors to monitor the health and prospects of the economy.
The Big Heist
The Big Heist
Crypto woes; a black swan fait accompli
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MATTHEW M RICHEDA, CAIA®, CRPC®, CFP®

MATTHEW M RICHEDA, CAIA®, CRPC®, CFP®

Managing Director, Private Wealth Advisor 

 

Matt joined Rockefeller in 2021. Prior to Rockefeller, he spent almost 25 years at Merrill Lynch Wealth Management. Matt’s family heritage hails from Campofiorito, Palermo, Sicily and in 2020, after several years of working with The Court of Rome to prove his bona fides, the nation of Italy finally acknowledged his Italian bloodline and allowed him to reclaim his Italian citizenship.  He and his two sons have birth certificates registered in the city hall in Campofiorito. In addition to his Italian citizenship he is also an American citizen. Matt values the maternal bloodline to Italy. It serves as a daily reminder of their family’s humble beginnings, the strong efforts put forth by his family to endure ‘a better life in America’, and instills the values of his family.

Prior to his University studies, Matt was taught and trained in the Classics by Benedictine Monks almost all of whom hailed from the United Kingdom and called Ampleforth, England their home.  Matt matriculated from the Saint Louis Priory School and later graduated from the University of Colorado at Boulder Leeds College of Business with a bachelor’s degree in marketing.  He has volunteered as a mentor to scholarship athletes at the University of Colorado. He lives in Steamboat Springs, Colorado, with his wife and two sons. Matt was a ski racer and now enjoys watching his sons compete in alpine events. Matt has a passion for fitness, he lifts weights, trains multisport and boxes with a four-time heavyweight title belt holder.

Matt holds the Chartered Alternative Investment Analyst (CAIA®) designation, issued by the Chartered Alternative Investment Analyst Association®. He is also a CERTIFIED FINANCIAL PLANNER™ certficant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and also holds the designation of Chartered Retirement Planning CounselorSM (CRPC®), issued by the College for Financial Planning. Matt focuses on curating wealth management and philanthropic strategies for his clients.

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CHRISTOPHER R FARR, CPWA®, CPFA, CRPS®

CHRISTOPHER R FARR, CPWA®, CPFA, CRPS®

Senior Vice President, Private Wealth Advisor

 

Chris has been in the financial services industry since 2002. He began his career at one of the world’s largest financial institutions where he worked on their Capital Markets/Secondary Marketing Desk. While there, he rose to a divisional CFO where he was responsible for the financial strategy of this multi-billion dollar operation. In 2007, Chris joined Bank of America’s Strategic Business Alliances Group and oversaw the M&A, joint ventures and marketing services aspects of several divisions. Most recently he was with Merrill Lynch Wealth Management where he focused on developing and implementing financial strategies for his clients.

Chris earned a degree in Economics from the University of Southern California where he played football. Chris continues to be involved with USC currently serving as the President of the Alumni Association of Colorado. He also holds the Certified Private Wealth Advisor (CPWA ®), Chartered Retirement Plans Specialist SM (CRPS ®)​ , and the Certified Plan Fiduciary Advisor (CPFA) designations.

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CHRISTOPHER R NAZZARO

CHRISTOPHER R NAZZARO

Associate Vice President, Senior Client Associate

 

Chris was born and raised outside of Boston, MA. He graduated from Boston University in 2009 and began working for Bank of America as a teller during his senior year of college. He went on to hold various roles within the Financial Center. He later joined Merrill in 2015 in the Boston, MA office. In 2017 he decided to move to Denver where he was able to transition to Merrill’s Republic Plaza Office.

Chris lives close to Cheesman park with his dog, Tyson. He has three brothers, who each have children. He is a proud uncle to 8 (and counting). Chris enjoys hiking, camping, and most things outdoors. However, he does not ski and does not enjoy the cold.

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ANNA MILLER

ANNA MILLER

Client Associate

 

Anna was raised in Washington DC until 2011 when her family made a move to the Southwest. She started her career in the financial industry at Merrill Lynch in Las Cruces, New Mexico that same year. It was in New Mexico that she attended NMSU in pursuit of her bachelors in Business Administration and Marketing. She has spent time working with large and small firms throughout the years in both New Mexico and Colorado. Though her location and title changed throughout the years, she has spent 10 years with one goal; to help improve the lives of clients.

These days, she calls Denver home and when she is not at work, she enjoys spending time with her husband, Anthony and two dogs, Lora and Tinus. During the winter months you will find her trying new recipes and crafting. And as with most Colorado residents, in the summer she takes to the mountains for some much needed hiking and camping.  

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COLEY P. CASSIDY

COLEY P. CASSIDY

Senior Vice President, Private Wealth Advisor

 

Coley P. Cassidy joined Rockefeller Capital Management in 2022.  Coley specializes in helping his client families to achieve multi-generational success and “wellbeing”. He works to understand his clients’ financial and non-financial lives, and to create and execute wealth plans that help clients achieve their holistic family goals.

Prior to moving to Rockefeller, Coley opened and managed the Aspen offices for independent multi-family office Tiedemann Advisors (2018), and Wells Fargo Private Bank (2008).  Before moving back to Aspen in 2008, Coley worked for fifteen years in New York City where he held positions in institutional investments, relationship management, and sales management for Deutsche Bank, Credit Suisse First Boston, and Brown Brothers Harriman.  While in New York, he covered sophisticated institutional investment managers in the New York and Connecticut markets. 

Before moving to New York, Coley played professional ice hockey for Hasle-Loren, IL in the Norwegian Elite League.  Coley graduated from Connecticut College in 1992 with a major in Government (with honors) and minor in Japanese Language and Literature.  Coley earned his Chartered Financial Analyst (CFA) designation in 2001.  

Coley and his wife Annie are Aspen natives and have four daughters. Coley is a member of the Aspen Valley Hospital Foundation Board, is a member of the Aspen Institute’s Society of Fellows regional engagement committee, and for eleven years coached in the Aspen Junior Hockey girl’s recreational and AA national bound programs. He enjoys skiing, golf, fly-fishing, ice hockey, and spending time with family.  

 

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Lori C. Caddey

Lori C. Caddey

Associate Vice President, Senior Client Associate

 

Lori joined Rockefeller Capital Management in February of 2022. Prior to joining Rockefeller, she was part of the Merrill Lynch Wealth Management team for over 30 years.  Through the years, she has developed close working relationships with clients and has served as an invaluable part of the client/advisor team. Lori has worked in an administrative role providing all the support critical to making the client experience enjoyable and easy. Lori holds a Bachelor’s Degree from Metropolitan State university, having majored in Business Management and Marketing. She enjoys cooking, sports activities and spending time with family, friends and her 2 dogs. 

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Zachary Bond-Stefo

Zachary Bond-Stefo

Vice President, Private Wealth Advisor

 

Zachary is a Private Wealth Advisor at Rockefeller Capital Management. Prior to joining Rockefeller Capital Management, he began his career at Merrill Lynch in 2019. During his tenure, Zachary enhanced the client experience by diligently setting a high standard of excellence in the investment industry for retirees, business owners and executives. Zachary has also enrolled in the CFA® program to obtain the highest standard of credentials in the global investment management industry and passed Level I of the CFA® exam. 

Prior to joining Merrill Lynch, Zachary worked as a collegiate football coach at Colorado State University and Central Michigan University. Zachary earned an MBA from Florida Atlantic University and a B.A. in Economics from Colorado State University. Zachary was a football player for both Universities. 

Outside of the office, Zachary, his wife Carolina, and their dog Rex enjoy traveling, cooking, cycling, and practicing yoga together. Zachary is a native to Colorado but resides in Ponte Vedra, Florida with his wife and dog. He is deeply devoted to his Catholic faith, his family and his friends. He frequently travels to Colorado to visit his family and enjoy the Rocky Mountains. 

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