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ROSENBERG OUTCALT WEALTH PARTNERS

Welcome to the Rockefeller Global Family Office

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At Rosenberg Outcalt Wealth Partners, headquartered in Boca Raton, Fla., we offer wealth planning and family-office services to a limited number of ultra-high-net-worth clients, ensuring the highest commitment to the individuals and families we’re so privileged to serve.

With the tools and resources of Rockefeller Capital Management, we deliver unparalleled in-house services, from financial and estate planning to accounting, taxes and other consultative services.

We listen intently, recommend solutions, and provide access to the right resources to make those solutions a reality. For us, there is no greater feeling than having helped our clients find solutions to their biggest challenges when it comes to their life, their wealth and their legacy.

Contact us to learn more about how you and your family can benefit from a trusted relationship with Rosenberg Outcalt Wealth Partners.

ROSENBERG OUTCALT WEALTH PARTNERS

(561) 617-8822

One Town Center Road
Suite 500
Boca Raton, FL 33486

“Our clients know, we ‘walk the walk.’ We’re always accessible and available to answer questions and solve problems, and they trust and respect our advice.”

Steven Rosenberg, Private Advisor, Senior Vice President 

At Rosenberg Outcalt Wealth Partners, we provide wealth planning and family-office services to a limited number of families, ensuring that we truly deliver the highest levels of service.

STEVEN ROSENBERG

Private Advisor, Managing Director
SRosenberg@rockco.com
(561) 617-8820
Biography +

COLTON OUTCALT

Private Advisor, Senior Vice President 
COutcalt@rockco.com
(561) 617-8821
Biography +

MAUREEN HOOVER

Senior Client Associate
MHoover@rockco.com
(561) 617-8822
Biography +

Jason R. Thompson

Chief Wealth Strategist
Biography +

Timothy Laffey

Head of Tax Policy & Research Advisory 
Biography +

Brian Ferraro

Wealth Strategist
Biography +

Elisabeth Madden

Head of Fiduciary Services
Biography +

Jackie Klaber

Head of Opportunistic Investing
Biography +

Chloe Duanshi, CFA®

Head of Investment Research & Strategy, Rockefeller Global Family Office
Biography +

Jimmy C. Chang, CFA®

Chief Investment Officer, Rockefeller Global Family Office
Biography +
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.

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 unique combination of holistic and specialized services, designed to complement world-class 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
  • Aggregated Reporting

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 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.

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.

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“We’ve always considered ourselves the go-to for the families we serve, from answering the question ‘do I lease or buy a car’ to providing complex solutions to their multigenerational needs.
Steven Rosenberg, Private Advisor, Managing Director
“We’re problem solvers. There's never a situation we can’t help a client with.”
Colton Outcalt, Private Advisor, Senior Vice President
“We’ve always considered ourselves the go-to for the families we serve, from answering the question ‘do I lease or buy a car’ to providing complex solutions to their multi-generational needs.”
Steven Rosenberg, Private Advisor, Managing Director
“With the true entrepreneurial spirit of Rockefeller Capital, we’re able to do everything we need to for the type of families we're helping.”
Steven Rosenberg, Private Advisor, Managing Director
“We consider ourselves a boutique group serving a limited number of families with start-to-finish wealth planning—ultimately becoming an intricate part of their lives.”
Colton Outcalt, Private Advisor, Senior Vice President
Our Ideas
There is no Alternative
There is no Alternative
The death of the U.S. Dollar's reserve currency status is greatly exaggerated
Skirting The Maginot Line
Skirting The Maginot Line
Old-Fashioned Bank Runs in Internet Time
Canary in the coal mine
Canary in the coal mine
Rockefeller Insights
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News
Business Wire - April 3, 2023
IGM Financial, a Member of the Power Corporation Group of Companies, Making Long-Term Strategic Investment in Rockefeller Capital Management; Becomes Shareholder Alongside Majority Investor Viking Global Investors
Business Wire - January, 13 2023
Rockefeller Capital Management Expands Presence in Texas, Welcomes First Austin-Based Private Advisor Team
Business Wire - November 4, 2022
Rockefeller Capital Management Welcomes The Maxwell Group, of The Woodlands, TX, to its Rockefeller Global Family Office
Business Wire - October 20, 2022
Rockefeller Asset Management Expands Team to Scale Existing Capabilities and Position Growth Centered on Strategic Partnerships
Business Wire - October 7, 2022
Rockefeller Capital Management Welcomes the Mooney Stanley Group, of Pepper Pike, OH, to its Rockefeller Global Family Office – Expanding Presence in Midwest
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

Rockefeller Financial LLC is a broker-dealer and investment adviser dually registered with the U.S. Securities and Exchange Commission (SEC);Member Financial Industry Regulatory Authority (FINRA), Securities Investor Protection Corporation (SIPC). Rockefeller Financial LLC is not a bank. Where appropriate, Rockefeller Financial LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Rockefeller Financial LLC are not FDIC insured, may lose value, are not bank guaranteed, not a bank deposit, and not otherwise insured by any federal government agency.

Investing involves risk, including the possible loss of principal. Past Performance is no guarantee of future results and no investment or financial planning strategy guarantees profit or protection.

Rockefeller Capital Management LLC and its affiliates do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
STEVEN ROSENBERG

STEVEN ROSENBERG

Private Advisor, Managing Director 

 

Steve Rosenberg is a Managing Director and Private Advisor in Rockefeller Capital Management’s Boca Raton, Fla., office. With his 25 years of industry experience, Steve is a Senior Portfolio Management Director that focuses on tax-efficient investing for high-net-worth families, estates and corporations.

Prior to joining Rockefeller Capital Management, Steve spent the past decade at Morgan Stanley. Before Morgan Stanley, Steve spent 15 years as a Private Wealth Advisor at Merrill Lynch, ultimately serving as a Resident Director at one of the firm’s top performing Private Wealth Management branches. Before Merrill Lynch, Steve played several seasons of Major League Baseball for the Chicago White Sox, San Diego Padres and New York Mets.

Steve has a planning-based approach to investing, serving high-net-worth individuals and families. At the core of the business, he manages open architecture investment models that serve to help his clients meet their financial goals, with special attention to risk tolerance and return objectives.

Steve was drafted into the MLB after attending the University of Florida and holds his Series 7, 63, and 65 licenses, among several others. He currently lives in Lighthouse Point, Fla., with his wife of 30 years, with whom he is the father of four. He enjoys working with children, golfing, cooking and boating.

Areas of Focus:

Senior Portfolio Management Director
Estate Planning
Corporate Executives and Insiders (Rule 144A)
Generational Wealth Planning
Foundations

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COLTON OUTCALT

COLTON OUTCALT

Private Advisor, Senior Vice President 

 

Colton Outcalt is a Private Advisor, Senior Vice President in Rockefeller Capital Management’s Boca Raton, Fla., office. He specializes in delivering custom solutions to a small group of ultra-high-net-worth clients and family offices. This process typically starts with estate planning conversations that lead to tax efficient investing strategies.

Colton began his career at Morgan Stanley in 2013. While there, Colton was named to the firm’s Pacesetter’s Club in 2016 and again in 2019. This global recognition is for financial advisors who demonstrate the highest professional standards and client service while being in the top percentage of new assets under management (AUM).*

He received his Bachelor of Science degree in Finance from Florida State University and is a supporter of various non-profits including: Seminole Boosters, New Story and Saint Andrews School of Boca Raton. He maintains his Series 7 and 66 licenses and has also passed his Securities Industry Essentials Exam. He enjoys wine, golfing, attending sporting events and traveling.

 

Examples of Financial Engagements:

Estate Planning/Investment Strategy creation for entrepreneur selling software business in excess of 62 million
Advised lead investors of 3 Billion Dollar SPAC transaction
Advised founder of current NASDAQ listed company pre and post IPO
Advise Florida Single Family Office with AUM of 1.5 Billion
Executed Custom Lending solution for primary residence of 30 million
Advised three families on private aviation ownership/leasing options

 

Areas of Focus:

Estate Planning
Senior Portfolio Manager – Stocks, Bonds, ETFs and SMA Strategies commonly used
Custom Lending
Family Offices/Private Equity
Alternative Investments – Real Estate, Hedge Funds and Private Credit
Corporate 401K Plans


*For more information about the selection criteria for each award, please consult the sponsor’s website. Rankings, ratings and recognitions should not be construed as an endorsement of the advisor, are not representative nor indicative of any one client’s experience, are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results or client service.

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MAUREEN HOOVER

MAUREEN HOOVER

Senior Associate

 

Maureen Hoover is a Senior Associate in Rockefeller Capital Management’s Boca Raton, Fla., office.

Maureen has 29 years of industry experience and is the leader of operations for The Rosenberg-Outcalt Group.

Prior to joining Rockefeller Capital Management, Maureen spent the past decade at Morgan Stanley. Before Morgan Stanley, Maureen spent 17 years as an Associate at Merrill Lynch, ultimately serving as senior associate and a critical leader at one of the firm’s top performing Private Wealth Management branches.

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JACKIE KLABER

JACKIE KLABER

Head of Opportunistic Investing 

 

Jackie C. Klaber is a Managing Director and the Head of Opportunistic Investing at Rockefeller Capital Management. She is a member of the Management Committee, the New Products Committee, the Manager Selection Committee, and the Rockefeller Capital NextGen Leadership Council. Jackie is responsible for sourcing and structuring differentiated alternative investment opportunities for the firm’s clients.

Jackie previously worked at Goldman Sachs & Co. in the Alternative Investments & Manager Selection division, where she was responsible for sourcing and diligencing a range of alternative investments over time, including in hedge funds, private equity, and credit. Jackie also served as a Business Unit Manager and as a Member of the Data Science Committee.

From 2012-2014, Jackie worked at Citigroup with the management team of the Investment Banking division. Prior to these roles, she graduated from Yale Law School / Yale School of Management, where she completed a J.D./M.B.A. and served as an editor of The Yale Law Journal. She has experience at the U.S. Department of the Treasury, Covington & Burling LLP, and the Yale Investments Office.

Jackie received a bachelor’s degree from Yale College and a master’s degree from Columbia University. She is a member of the New York State Bar Association and the Brookings Council as well as a Term Member at the Council on Foreign Relations. She serves on the Board of the Yale Law School Fund.

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CHLOE DUANSHI, CFA®

CHLOE DUANSHI, CFA®

Head of Investment Research & Strategy, Rockefeller Global Family Office

 

Chloe Duanshi is a Managing Director and the Head of Investment Research & Strategy for the Rockefeller Global Family Office. She is a member of the firm’s Management Committee.

As the Head of Investment Research & Strategy, Chloe is responsible for developing broad capital market outlook across asset classes as well as designing strategic and tactical asset allocation guidance for the Rockefeller Global Family Office. Chloe is also focused on working with clients to construct bespoke, institutional-caliber portfolios with traditional and alternative investment solutions, utilizing proprietary portfolio construction techniques that seek to identify and capture a diversified collection of unique, fundamental return drivers.

Before joining 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 that, Chloe spent a number of years at BNP Paribas in equities and commodities derivatives.

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

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JIMMY C. CHANG, CFA®

JIMMY C. CHANG, CFA®

Chief Investment Officer, Rockefeller Global Family Office 

 

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 18 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 Art.

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BRIAN FERRARO

BRIAN FERRARO

Wealth Strategist, VP

 

Brian Ferraro is the Wealth Strategist in Rockefeller Capital Management’s Boston office. He works with high net worth individuals, families, and non-profit organizations particularly focusing on Financial Planning and Wealth Strategy.

Prior to joining Rockefeller, he spent six years at PwC providing income and estate tax planning and compliance services to the same types of clients.

Brian graduated from Boston College in 2013 with a degree in business and carries CPA and CFP® designations.

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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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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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ELISABETH MADDEN

ELISABETH MADDEN

Head of Fiduciary Services 

 

Elisabeth “Lisi” Madden serves as Managing Director and Head of Fiduciary Services, Rockefeller Global Family Office, at Rockefeller Capital Management. She is a member of the firm's Management Committee. In this role, Lisi is responsible for all activities across both Rockefeller Trust Company, N.A., and The Rockefeller Trust Company (Delaware).

Prior to joining Rockefeller in 2014, Lisi was an associate with Milbank 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 a 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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