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THE RYAN EPPERSON GROUP

Welcome to the 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.

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

3560 Lenox Rd NE
#1100
Atlanta, GA 30326

“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®

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

THOMAS EPPERSON

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

TRAVIS TIDWELL

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

THOMAS CASEY STAMPS

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

BRETT MENDENHALL, MBA

Analyst – Wealth Management
bmendenhall@rockco.com
404-443-7009
Biography +

DREW SATTERFIELD

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

XIAOTIAN "PATRICK" WANG

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

TYLER WACHTEL

Analyst
twachtel@rockco.com
404-443-2496
Biography +

PAIGE MITTS

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

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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
Load More
JUSTIN RYAN, CPM®

JUSTIN RYAN, CPM®

Managing Director – Private Wealth Advisor

 

Justin Ryan is a Managing Director and Private Wealth Advisor 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.

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THOMAS EPPERSON

THOMAS EPPERSON

Managing Director – Private Wealth Advisor

 

Thomas Epperson is a Managing Director – Private Wealth Advisor 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

Vice President, Private Wealth Advisor

 

Casey Stamps is an Associate, Private Wealth Advisor 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

Senior Vice President, Private Wealth Advisor

 

Travis Tidwell is a Senior Vice President, Private Wealth Advisor, 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. His 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

Analyst – Wealth Management

 

Brett Mendenhall is an Analyst 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 an Associate Vice President, PWA Senior Client Associate 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

PWA Client Associate 

 

Patrick Wang is an 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

Analyst

 

Tyler Wachtel is an Analyst 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

Associate Vice President, Client Relationship Manager

 

Paige Mitts is an Associate Vice President, Client Relationship Manager 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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