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THE RYAN EPPERSON GROUP

Welcome to the Rockefeller Global Family Office

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At The Ryan Epperson Group, our mission is to serve you and your family. We are confidantes, counselors and navigators, dedicated to managing the complexities of family and wealth.

Located in Atlanta, GA, The Ryan Epperson Group provides wealth management and advisory services to clients as trusted fiduciary advisors.

Our planning-based approach and open-architecture platform are designed to provide our clients with expert, unbiased counsel and strategies tailored to their families’ evolving needs and goals.

Our standards for our services are the same standards established by the Rockefeller family legacy and the guardians who have so skillfully helped it thrive throughout seven generations and counting. The trends they have weathered, the familial bonds they have bolstered, and the positive impact they have had on society are our benchmark.

We’re inspired that you’re here.

The Ryan Epperson Group

(404) 443-7010

3060 Peachtree Road NW
Suite 110
Atlanta, GA 30305

“We are founded on the idea that families and wealth are complex, nuanced, and deeply personal. And deserving of a team and strategies that uniquely match their journeys and their needs.”

Christopher Dupuy, Co-President, Rockefeller Global Family Office

At The Ryan Epperson Group, our mission is to serve you and your family. We are confidantes, counselors, and navigators, dedicated to managing the complexities of family and wealth.

JUSTIN RYAN, CPM®

Private Advisor, Managing Director
jpryan@rockco.com
404-443-7010
Biography +

THOMAS EPPERSON

Private Advisor, Managing Director
tepperson@rockco.com
404-443-2695
Biography +

TRAVIS TIDWELL

Private Advisor, Senior Vice President
ttidwell@rockco.com
404-443-2696
Biography +

THOMAS CASEY STAMPS

Private Advisor, Vice President
cstamps@rockco.com
404-443-7025
Biography +

BRETT MENDENHALL, MBA

Investment Manager, Associate Vice President
bmendenhall@rockco.com
404-443-7009
Biography +

DREW SATTERFIELD

Senior Client Associate, Associate Vice President
dsatterfield@rockco.com
404-443-2697
Biography +

STEWART STAUNTON

Senior Investment Associate, Associate Vice President
sstaunton@rockco.com
212-549-5462
Biography +

XIAOTIAN "PATRICK" WANG

Client Associate, Analyst
xwang@rockco.com
404-443-2698
Biography +

TYLER WACHTEL

Client Relationship Associate, Associate Vice President
twachtel@rockco.com
404-443-2496
Biography +

PAIGE MITTS

Client Relationship Manager, Associate Vice President
pmitts@rockco.com
470-645-6858
Biography +

BRIAN WISCHERATH, CFA

Client Associate, Analyst
bwischerath@rockco.com
212-549-5463
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 combination of holistic and specialized services, designed to complement customized wealth planning and advisory.

• Financial Accounting & Bookkeeping

• Trust & Estate Planning

• Family Legacy & Governance Advisory

• Bill payment

• Philanthropic advisory

• Human Resources Services

• Cash flow and liquidity planning

• Bill payment

• 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.

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 Rockefeller difference is the people you choose to be with: clients, advisors, employers - their quality of character, domain expertise, competence, and level of intellect and authenticity."
Jack Ryan, Chief Administrative Officer
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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.
JUSTIN RYAN, CPM®

JUSTIN RYAN, CPM®

Private Advisor, Managing Director 

 

Justin Ryan is a Private Advisor and Managing Director with Rockefeller Capital Management. He is also the managing partner and lead portfolio manager for The Ryan Group. Justin and his team work with Ultra High Net worth families as well as endowments and corporations focusing on investment strategy, asset allocation, risk management and alternative investment selection. Justin began his career with PwC’s Financial Advisory Services division in Atlanta before moving to Donaldson Lufkin Jenrette (DLJ), as a portfolio manager in San Francisco (Acquired by Credit Suisse in 2000). Justin returned to Atlanta in 2002 with Smith Barney’s private client division where he received the Blue Chip Award each year with the firm, a distinction awarded to the firm’s best advisors. Justin then spent nearly a decade at UBS where he was recognized as a member of the Pinnacle Council which represented less than the top 1% of advisors at the firm. During this time he also served on the Private Wealth Advisory Council and the Global Asset Management Advisory Council. Justin speaks and often writes on tactical portfolio strategies and asset allocation.

*He has been recognized as one of the Top 40 Advisors Under 40 three years in a row (2014-2016), by On Wall Street magazine and REP.com. In 2016 the Financial Times distinguished Justin one of the Top 400 advisors and for the fourth year in a row he was named to Barron’s Top 1,200 advisors (2015, 2016, 2017 and 2018). Forbes recently named him to their list of Top 250 Wealth Managers (2018).

Justin is committed to serving our community and is a founding board member of the Believe In Me Foundation, which benefits children with autism. He also sits on the Board of Trustees for the Greenwood Genetic Center Foundation and chairs the finance and endowment committee. He is also a current board member of the Anti-Defamation League. He is an active member of Christ the King Church and can often be found on the fields and courts of Atlanta coaching youth sports. He is a graduate of Vanderbilt University in Nashville, TN and received his CPM at Columbia University in New York. Justin resides in Atlanta and Ponte Vedra Beach, FL.

 

*The Barron’s “Top 1200 Financial Advisors” rankings discussed above were designated between 2015-2018 and last for a period of one year until new rankings are released. The Barron’s “Top 1000 Financial Advisors” and “Top 250 Wealth Managers” rankings discussed above were designated in 2018 and last for a period of one year until new rankings are released. 

The general methodology criteria for Barron’s includes the following:  Each advisor—selected by Barron’s—is required to respond to a survey about their practice which Barron’s verifies and applies a proprietary rankings formula along with sub calculations to generate each designation. The formula features three major categories of calculations: assets, revenue, quality of practice. No compensation has been provided in connection with obtaining or using this award.

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THOMAS EPPERSON

THOMAS EPPERSON

Private Advisor, Managing Director

 

Thomas Epperson is a Private Advisor and Managing Director at Rockefeller Capital Management. He and his team focus on consulting and advising private business owners. Prior to joining Rockefeller, Tom was a part of UBS for the last ten years. Tom began his career at Lehman Brothers in Wealth Management in 1998. Prior to joining Lehman Brothers, Tom worked as Director of Business Development at United States Surgical Corporation from 1991-1998. He graduated with a B.A. from the University of Alabama with a degree in Corporate Finance & Investment Management. He resides in Atlanta with his family. Tom is active with several non-profits and his personal interests include golf and tennis.

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THOMAS CASEY STAMPS

THOMAS CASEY STAMPS

Private Advisor, Vice President

 

Casey Stamps is Private Advisor and Vice President at Rockefeller Capital Management. Prior to joining Rockefeller Casey had been at UBS Private Wealth Management for five years. Before joining UBS Private Wealth Management, Casey began his career as an analyst for a brokerage firm headquartered in Jacksonville, FL. Casey is heavily involved in developing financial plans, cash flow analysis, investment research and implementation to our clients.

Casey received his B.A. in Business Finance from the University of Florida. While attending the University of Florida, he chaired the O’Connell Society, which is the endowment fund for Florida Blue Key.

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TRAVIS TIDWELL

TRAVIS TIDWELL

Private Advisor, Senior Vice President

 

Travis Tidwell is a Private Advisor and Senior Vice President at Rockefeller Capital Management. Prior to joining Rockefeller Travis was a part of the team at UBS which he joined in August 2005. His responsibilities include market research, business development, and asset allocation. Travis graduated Magna Cum Laude from the University of Georgia in May 2005 with a B.B.A. in Banking and Finance. He enjoys activities including golf, University of Georgia football, and the Atlanta Braves. Travis is a native of Douglasville, GA, and now resides in Atlanta with his family.

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BRETT MENDENHALL, MBA

BRETT MENDENHALL, MBA

Investment Manager, Associate Vice President

 

Brett Mendenhall is an Investment Manager and Associate Vice President at Rockefeller Capital Management. Prior to joining Rockefeller, Brett worked at United Capital, a Goldman Sachs Company, as a Client Manager providing estate, investment, and financial planning services to high net worth individuals. Previous to his time with United Capital, Brett had experience working as a Financial Audit Consultant performing risk assessments, financial statement reviews, and conducting analytical examinations of financial and operational processes for corporations throughout the Southeast.

Brett received his Bachelor’s Degree in Business Management at Georgia Institute of Technology’s Scheller School of Business with concentrations in Finance and Accounting. Additionally, Brett holds a MBA in Finance from Georgia State University’s J. Mack Robinson College of Business.

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DREW SATTERFIELD

DREW SATTERFIELD

Senior Client Associate, Associate Vice President 

 

Drew Satterfield is a Senior Client Associate and Associate Vice President for The Ryan Epperson Group at Rockefeller Capital Management. He has almost 20 years of experience in the financial services industry. Prior to joining Rockefeller, Drew spent the past 12 years at Morgan Stanley as an Assistant Vice President, Portfolio Management Associate Director.  

His primary focus is to manage workflow and daily operations for the team. Drew consistently provides high-level, personalized service and ensures that client needs are fulfilled promptly. His dedication and efficient problem-solving skills are unparalleled and deepen trusted client relationships.

Drew is an alumnus of Furman University in Greenville, SC, where he earned his bachelor’s degree in Business Administration. He currently resides in Clayton, GA, with his rescue dog, Grayce. In his spare time, he enjoys cooking, golfing, hiking, and fishing. He is an avid sports fan and a diehard supporter of the New York Yankees, New York Giants and Georgia Bulldogs.

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XIAOTIAN “PATRICK” WANG

XIAOTIAN “PATRICK” WANG

Client Associate, Analyst

 

Patrick Wang is a Client Associate and Analyst at Rockefeller Capital Management. Patrick joined The Ryan Epperson Group in August 2020 working on operations, financial reporting, market research, and client service initiatives. Patrick received his bachelor’s degree in Econometrics and Quantitative Economics from Colgate University. Outside of the office, Patrick enjoys great music, tasty food, and traveling.

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TYLER WACHTEL

TYLER WACHTEL

Client Relationship Associate, Associate Vice President

 

Tyler Wachtel is a Client Relationship Associate and Associate Vice President at Rockefeller Capital Management. Before joining Rockefeller, Tyler worked at AgSouth Farm Credit as a Corporate Credit Analyst providing underwriting, due diligence, and business development services for a corporate loan portfolio of high net worth individuals, family offices, asset managers, and institutional investors. Prior to his position with AgSouth, Tyler served as an Associate with the BTG Pactual Timberland Investment Group. His responsibilities included acquisitions and dispositions in the United States, South Africa, and Europe. Tyler earned his bachelor’s degree in Business Administration from The University of North Carolina at Wilmington Cameron School of Business with a concentration in Economics. Additionally, Tyler holds a master’s degree in Forest Business from the University of Georgia. Tyler has served on the Forest Landowners Association Board of Directors and the University of Georgia Warnell School of Forest Resources Young Alumni Committee.

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PAIGE MITTS

PAIGE MITTS

Client Relationship Manager, Associate Vice President

 

Paige Mitts is a Client Relationship Manager and Associate Vice President at Rockefeller Capital Management. Paige began her career with Wachovia Bank in Atlanta and served as a Private Banker with Suntrust and Citi Private Bank before moving to Citi Smith Barney as a Financial Advisor in 2008. For the past 14 years she has worked for RIA’s and brokerage firms in Atlanta, in both advisory and client support roles. Prior to joining Rockefeller, Paige had been at Homrich Berg, a national independent wealth management firm based in Atlanta that provides fiduciary, fee only investment management and financial planning services.  

Paige brings nearly 35 years of experience in financial services to the team. She has a strong background in client services and operations with a broad skillset in everything ranging from financial planning and wealth management to retirement planning and investment strategies.  

Paige received her B.S. in Finance from the Louisiana State University and attended the Terry College of Business Executive Program for CFP Certification. When not at the office, Paige enjoys spending time with her family and volunteering, and is an active member of Holy Spirit Catholic Church.

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STEWART STAUNTON

STEWART STAUNTON

Senior Investment Associate, Associate Vice President

 

Stewart Staunton is a Senior Investment Associate and Associate Vice President at Rockefeller Capital Management. His primary responsibilities include investment research, strategic asset allocation and business development. Prior to joining Rockefeller, Stewart began his career at Wells Fargo Advisors as an Equity Analyst and progressed to the Advisory Team’s Investment Associate and Co-Head Trader. 

Stewart graduated with a major in History and minor in Economics from the University of Virginia in 2017 where he was captain of the Varsity Squash Team. He is a native of Charlottesville, VA and currently resides in New York, NY. 

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BRIAN WISCHERATH, CFA

BRIAN WISCHERATH, CFA

Client Associate, Analyst

 

Brian Wischerath is a Client Associate and Analyst at Rockefeller Capital Management. His responsibilities include market and investment research, client servicing, and daily operations. 

Brian graduated from the School of Business at Villanova University in 2020 with majors in Business Analytics and Finance, and a minor in Real Estate. Prior to joining Rockefeller, Brian worked at TD Securities, where he held various roles in a rotational program. In 2023, he earned Chartered Financial Analyst (CFA) designation. 

Brian is originally from Monmouth County, New Jersey, and now resides in New York, NY. He is an avid fan of the Villanova Wildcats basketball team and the Buffalo Bills. 

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