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Welcome to tailored opportunities for multi-generational family wealth. Welcome to the home of active, bespoke service and profound peace of mind.

We draw on the standards established by the Rockefeller Family and those who have helped it prosper throughout seven generations and counting. Since 1980, the family office has served new clients seeking a broad range of family office and trustee services. With offices from coast to coast, we thrive as the integrated family office for high net worth families.

Our vision is to be trusted advisors in navigating the complexities of families and wealth. We enable you to focus on your passions while we seek to ensure that your financial objectives are fulfilled. We are dedicated to tailoring our services around you and your dynamic family needs – from day-to-day living to multi-generational wealth and tax planning.

We aspire to redefine and elevate the financial services experience through our dedication to excellence in all that we do. We leverage our heritage, client-centric culture and wide-ranging resources to offer a business model designed to align with the varied needs of our clients, emphasizing the aspects that are especially important to you.

Rockefeller Global Family Office – Saratoga Springs
(518) 886-3445
321 Broadway
Suite 300
Saratoga Springs, NY 12866
“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, Co-President, Rockefeller Global 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.

TIMOTHY D. O’HARA

Co-President, Rockefeller Global Family Office
tohara@rockco.com
(212) 549-5360
Biography +

BRIAN CUNEO

Private Advisor, Managing Director
bcuneo@rockco.com
(518) 886-3450
Biography +

CARISSA MORGANSTEIN

Private Advisor, Managing Director 
cmorganstein@rockco.com
(518) 886-3466
Biography +

ELAINE POWELL

Private Advisor, Managing Director
epowell@rockco.com
(518) 886-3455
Biography +

KEITH BERNARD

Private Advisor, Senior Vice President 
kbernard@rockco.com
(518) 886-3463
Biography +

MATT LAWSON

Private Advisor, Senior Vice President
mlawson@rockco.com
(518) 886-3480
Biography +

MICHELLE MATAN

Private Advisor, Senior Vice President 
mmatan@rockco.com
(518) 886-3465
Biography +

CALE VAN BUREN

Private Advisor, Senior Vice President
cvanburen@rockco.com
(518) 886-3470
Biography +

A.J. PALKOVICH

Private Advisor, Senior Vice President 
apalkovich@rockco.com
(518) 886-3991
Biography +

DAVID O'LEARY

Head of Insu. & Annuities, Senior Vice President
doleary@rockco.com
(518) 886-3469
Biography +

LENA GEARY

Chief of Staff for Family Office, Vice President
lgeary@rockco.com
(518) 886-3459
Biography +

STEVEN CELESTE

Private Advisor, Vice President 
sceleste@rockco.com
(518) 886-3452
Biography +

JOSH MURRAY

Private Advisor, Vice President
jmurray@rockco.com
(518) 886-3944
Biography +

NICHOLAS PETERS

Private Advisor, Vice President
npeters@rockco.com
(518) 886-3453
Biography +

JASON MCMILLEN

Private Advisor, Vice President
jmcmillen@rockco.com
(518) 886-3488
Biography +

KELLYANN RISLER

Family Office Counselor, Vice President
krisler@rockco.com
(518) 886-3461
Biography +

JEFF CAMPITO

Client Associate Lead, Vice President
jcampito@rockco.com
(518) 886-3479
Biography +

PAUL FERNANDES

Client Relationship Manager, Vice President 
pfernandes@rockco.com
(518) 886-3081
Biography +

CHRISSY HUSVAR

Financial Reporting, Manager
chusvar@rockco.com
(518) 886-3490
Biography +

KEVEN DONOHUE

Private Advisor, Associate Vice President
kdonohue@rockco.com
(518) 886-3487
Biography +

MATTHEW GALLUP

Private Advisor, Associate Vice President
mgallup@rockco.com
(518) 886-3446
Biography +

PATRICK TOUHEY

Sr. Client Associate, Associate Vice President
ptouhey@rockco.com
(857) 504-8703
Biography +

MICHAEL GIACCO

Banking and Lending Associate
mgiacco@rockco.com
(518) 886-3476
Biography +

KEELYE ST. JOHN

Client Accountant, Associate Vice President
kst.john@rockco.com
(518) 886-3448
Biography +

BRADLEY BODMER JR.

Client Associate, Analyst
bbodmer@rockco.com
(518) 886-3098
Biography +

MITCHELL FANNING

Client Associate, Analyst
mfanning@rockco.com
(518) 886-3452
Biography +

RYAN KELLEY

Client Associate, Analyst
rkelley@rockco.com
(518) 886-3485
Biography +

AUSTIN OKOYE

Client Associate, Analyst
aokoye@rockco.com
(518) 886-3083
Biography +

LEEANNE MORREALE

Personal Account Manager, Associate Vice President
lmorreale@rockco.com
(518) 886-3457
Biography +

DODIE JOHNSTON

Personal Account Manager, Associate Vice President
djohnston@rockco.com
(518) 886-3454
Biography +

ERIN BISHOP

Personal Account Associate
ebishop@rockco.com
(518) 886-3468
Biography +

JACOB BURNELL

Personal Account Associate
jburnell@rockco.com
(518) 886-3493
Biography +

KATIE CHERRY

Personal Account Associate
kcherry@rockco.com
(518) 886-3948
Biography +

ISABELLE KUZMICH

Personal Account Associate
ikuzmich@rockco.com
(518) 886-3089
Biography +

PATRICK MANN

Personal Account Associate
pmann@rockco.com
(518) 886-3454
Biography +

ALEXANDRA M. SIDOTI

Personal Account Associate
asidoti@rockco.com
(518) 886-3475
Biography +

NANCY ROUSE

Executive Assistant
nrouse@rockco.com
(518) 886-3489
Biography +

SHERRI HARRIS

Senior Administrative Assistant
sharris@rockco.com
(518) 886-3460
Biography +

ANDREA REYNOLDS

Senior Administrative Assistant
areynolds@rockco.com
(518) 886-3474
Biography +

KRISTINE STEIMLE

Senior Administrative Assistant
ksteimle@rockco.com
(518) 886-3451
Biography +

SHAWNTEL WOOD

Senior Administrative Assistant
swood@rockco.com
(518) 886-3464
Biography +

JILL ROSAMINO

Head of Talent Acquisition and Development, Senior Vice President
jrosamino@rockco.com
(518) 886-3211
Biography +

TAYLOR MORRISSEY

Recruiter, Associate Vice President
tmorrissey@rockco.com
(518) 886-3086
Biography +

CHELSEA NASH

Talent Acquisition Specialist, Associate
cnash@rockco.com
(518) 886-3483
Biography +

ALEXANDRA MAURO

Talent Acquisition Coordinator, Analyst
amauro@rockco.com
(518) 886-3076
Biography +

HOLLY KAHN

Talent Operations Program Manager, Associate Vice President
hkahn@rockco.com
(518) 886-3074
Biography +

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

Co-President, Rockefeller Global Family Office
tohara@rockco.com
(212) 549-5360
Biography +

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 Investment Research & Strategy, Rockefeller Global Family Office
cduanshi@rockco.com
(212) 549-5374

ADRIENNE HART

Head of Philanthropy
ahart@rockco.com
(484) 209-2037
Biography +

TIMOTHY LAFFEY

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

ELISABETH O. MADDEN

Head of Fiduciary Services 
emadden@rockco.com
(212) 549-5413
Biography +

ELIZABETH P. MUNSON

Senior Private Advisor & Fiduciary Services
emunson@rockco.com
(212) 549-5400
Biography +

JOSEPH ROBERTS

Divisional Directors
jroberts@rockco.com
(484) 209-2043
Biography +

BARRY WINTNER

Head of Manager Approval
bwintner@rockco.com
(212) 549-5287
Biography +

GRACE YOON

Head of Strategic Partnerships & Community Impact, MD
gyoon@rockco.com
(212) 549-5392
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.
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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“What sets us apart is being entrusted with the legacies of some of the world’s most successful entrepreneurs, innovators, visionaries – and their families. Together, we view wealth not as a prize but as potential.”
Gregory J. Fleming, President and CEO
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.
TIMOTHY D. O’HARA

TIMOTHY D. O’HARA

Co-President, Rockefeller Global Family Office

 

Timothy D. O’Hara is Co-President 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 Investment Reseach & 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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ADRIENNE HART

ADRIENNE HART

Head of Philanthropy, VP

 

Adrienne Hartis 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 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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ELIZABETH P. MUNSON

ELIZABETH P. MUNSON

Senior Private Advisor & Fiduciary Specialist

 

​Elizabeth “Liz” Munson serves as a Managing Director and Senior Private Advisor & Fiduciary Specialist in the Rockefeller Global Family Office. She is a member of the firm's Management Committee. 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, she 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, a J.D. from Harvard Law School, and an LL.M. in taxation from New York University School of Law.

She is highly involved in serving several nonprofit organizations, including as a Director and former Board Chair of Lenox Hill Neighborhood House; Vice President and Secretary of Sheltering Arms Children and Family Services; Secretary of the Cancer Schmancer Foundation; Director of The 1921 Institute; and a Director of Stichting to Promote Women’s World Banking. For over 20 years, she served as a Director of various REITs advised by W.P. Carey & Co, LLC.

 

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JOSEPH ROBERTS

JOSEPH ROBERTS

Divisional Director 

 

Joseph Roberts is a Managing Director and Divisional Director for the new North Atlantic Division of the Rockefeller Global Family Office. He is a member of the firm’s Management Committee.

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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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 Strategic Partnerships & Community Impact, MD

 

Grace Yoon is Head of Strategic Partnerships & Community Impact at Rockefeller Capital Management. She is a member of the firm's Management Committee. As Head of Strategic Partnerships & Community Impact for the firm, Grace is responsible for deepening client relationships and elevating client engagement for the Rockefeller 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 advising families on Financial Education, Lifestyle & Impact advisory solutions for clients. She is also responsible for curating and managing key relationships with strategic partners and is Chair of the Rockefeller Next Gen Advisory Council. Prior to her current role, Grace was Head of Business Development & Strategic Partnerships, and previously 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, leading a group responsible for delivering "One Firm" to the firm's institutional and 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 earned a B.A. in Economics from Brown University, an M.B.A. in Finance from the Leonard N. Stern School of Business at New York University, and is a graduate from Phillips Exeter Academy. She is an inaugural member of Phillips Exeter Academy Women’s Leadership Circle and is a volunteer instructor for Girls Who Code. Grace was recognized in Crain's Notable Women in Financial Advice in 2020, and in Crain’s inaugural Notable Diverse Leaders in Banking and Finance in 2022.

 

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BRIAN CUNEO

BRIAN CUNEO

Private Advisor, Managing Director

 

Brian C. Cuneo is a Private Advisor and Managing Director of the Rockefeller Global Family Office. Brian leads a team that provides comprehensive advice and services to high net worth individuals, families and family offices. He has a deep expertise in investment advisory, trust and estates, multi-generational planning, tax strategy, philanthropy and cash flow planning.

Prior to joining Rockefeller, Brian was a Senior Vice President for Ayco, a Goldman Sachs Company. During a 22-year career at Ayco, he served in several roles, including as a senior advisor and as head of the Ayco Family Office. He also led Corporate Relationship Management, providing strategic coordination of advice and services to key corporate clients of Ayco.

Brian received a J.D. from Albany Law School of Union University and a B.A. in English from the University at Albany. He is a former Board Member of the Adirondack Saratoga Chapter of the American Red Cross.

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CARISSA MORGANSTEIN

CARISSA MORGANSTEIN

Private Advisor, Managing Director

 

Carissa L. Morganstein is a Private Advisor and Managing Director in the Rockefeller Global Family Office. She joined Rockefeller as a Private Advisor where she leads a team that offers comprehensive financial services to ultra-high-net worth families. She has a deep expertise in trust and estates, multi-generational planning, tax strategy, philanthropy, cash flow planning, and investment advisory.

Prior to joining Rockefeller, Carissa was an account manager in the family office unit at Ayco, a Goldman Sachs Company. In this role, she served as an advisor to ultra-high-net-worth families in addition to serving on several committees focused on next generation leaders, and women and diversity initiatives. Carissa started her career in law, both as a lawyer and senior legal liaison, before joining Ayco in 2010.

Carissa has a B.A. from the University of Rochester and a J.D. from Pace University School of Law, where she concentrated in estate and trust law with a secondary focus in federal income, gift and estate taxation.

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ELAINE POWELL

ELAINE POWELL

Private Advisor, Managing Director

 

Elaine W. Powell is a Private Advisor and Managing Director in the Family Office of Rockefeller Capital Management. Elaine leads a team that provides comprehensive advice and services to ultra-high net worth individuals, families and family offices. She has deep expertise in multi-generational planning, tax strategy, philanthropy, trusts and estates, cash flow planning and investment advisory. She has experience working with multiple generations and assists her families with succession planning by coordinating family meetings. Elaine also has extensive experience in charitable planning and private foundation administration.

Elaine previously worked at The Ayco Company, a Goldman Sachs, Company for over twenty years. In this role, she led a team of advisors that serviced multiple ultra-high-net-worth families, in addition to serving on several committees focused on women and diversity initiatives. She was a founding member of the Women’s Diversity Network. Prior to joining Ayco, Elaine worked at KPMG, LLP in the Audit division.

Elaine has Bachelor of Science degree in Accounting from Le Moyne College and is a New York State Certified Public Accountant.

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KEITH BERNARD

KEITH BERNARD

Private Advisor, Senior Vice President

 

Keith J. Bernard is a Private Advisor and Senior Vice President with the Rockefeller Global Family Office. Keith advises ultra-high-net-worth families on investment management, tax and estate planning, philanthropy, insurance, client accounting services, and risk management.

Previously, Keith was a Vice President in the Family Office at Ayco, a Goldman Sachs Company. Prior to joining Ayco, Keith was a Senior Associate at KPMG.

Keith earned his bachelor’s degree in Accounting from the University of Maryland at College Park, Robert H. Smith School of Business. He is a Certified Public Accountant.

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MATT LAWSON

MATT LAWSON

Private Advisor, Senior Vice President

 

Matt Lawson is a Private Advisor and Senior Vice President with the Rockefeller Global Family Office. Matt advises ultra-high-net-worth families on investment management, tax and estate planning, philanthropy, insurance, client accounting services, and risk management.

Previously, Matt was a Vice President in the Family Office at Ayco, a Goldman Sachs Company. He led a team of professionals providing comprehensive financial and succession planning to ultra-high-net-worth and multiple generation families. Early in his career at Ayco, of approximately 15 years, Matt served in a position providing educational training, career development and guidance to his fellow associates.

Matt earned his bachelor’s degree in Finance from Siena College in Loudonville, New York. He also earned his master’s degree in the University of Albany Executive MBA Program.

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MICHELLE MATAN

MICHELLE MATAN

Private Advisor, Senior Vice President 

 

Michelle Matan, CFP is a Private Advisor and Senior Vice President of the Rockefeller Global Family Office. Michelle leads a team that offers comprehensive financial services to ultra-high net worth clients. She has deep expertise in investment advisory, cash flow planning, trusts & estates, tax strategy, and risk management, as well as employee benefits & executive compensation. Her passion and focus is to prepare and guide families through the most critical points in their lives.

Prior to joining Rockefeller, Michelle was a Wealth Management Advisor at Merrill Lynch, Pierce, Fenner & Smith where she served as an advisor to high net worth families, business owners, & institutions. Michelle started her career at Ayco, a Goldman Sachs Company providing full scope financial planning education to the employees of Fortune 500 companies.

Michelle has a B.A. in Economics from Siena College and achieved the mark of CERTIFIED FINANCIAL PLANNER™ in March of 2016. Michelle holds her FINRA Series 7 and Series 66 licenses.

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CALE VAN BUREN

CALE VAN BUREN

Private Advisor, Senior Vice President

 

Cale Van Buren is a Private Advisor and Senior Vice President with the Rockefeller Global Family Office.  Cale advises ultra-high-net-worth families on investment management, tax and estate planning, philanthropy, insurance, client accounting services, and risk management.

Previously, Cale was a Vice Present in the Family Office at Ayco, a Goldman Sachs Company for 15 years.  At Ayco, Cale was part of the firm’s Client Impact Advisory Council from its inception.  Prior to Ayco, Cale was a Financial Analyst at Medco Health Solutions and was a Registered Representative for Massachusetts Mutual Life Insurance Company.

Cale earned his bachelor’s degree in Finance from Siena College in Loudonville, NY.  He also earned his MBA from Boston College Carroll School of Management in Chestnut Hill, MA. Cale holds FINRA Series 3, 7 & 66 licenses.

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DAVID O’LEARY

DAVID O’LEARY

Head of Insu. & Annuities, Senior Vice President 

 

David O’Leary is a Senior Vice President and the Head of Insurance and Annuity at Rockefeller Capital Management. In this capacity he manages the insurance, annuity, private placement, long term care businesses, as well as the property and casualty and commercial insurance partnerships.

Prior to joining Rockefeller, David was Vice President, Wealth Strategies Group, at Ayco, a Goldman Sachs Company, responsible for the annuity business, private placement insurance, and led a nationwide team of specialists responsible for various insurance businesses. Prior to joining Ayco in 2009, he served as a Regional Vice President at the Equitable Life Ins. Co. responsible for distribution in the state of Maryland and as an Advanced Markets Attorney.

David is a trustee at Make-A-Wish Northeast New York.

He is a Cross and Crown, magna cum laude graduate from Boston College’s Honor’s Program, received his J.D. from Boston College Law School, and MBA from the Boston College Carroll School.

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LENA GEARY

LENA GEARY

Chief of Staff for Family Office, Vice President

 

Lena A. Geary is Chief of Staff for Family Office, Vice President. Previously, Lena was the Site Manager of Rockefeller Capital Management’s Saratoga Springs, NY office and Executive Assistant to the President of the Family Office.

Prior to joining Rockefeller, Lena held several positions of increased responsibility at Ayco, a Goldman Sachs Company for over 18 years. Most recently, Lena was the Manager of their Executive and Finance departments responsible for managing the vendor management and expense management programs for the firm. Previously, Lena was the Executive Assistant to the President and CEO and earlier to Ayco’s Executive Vice Presidents.

Prior to joining Ayco, Lena worked at a law firm in their environmental practice, as well an accounting firm in Syracuse, NY.

Lena earned two Associate degrees from Central City Business Institute.

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STEVEN CELESTE

STEVEN CELESTE

Private Advisor, Vice President

 

Steven Celeste is a Vice President and Private Advisor in the Rockefeller Global Family Office. Steven supports a team that provides comprehensive advice and services to high-net-worth individuals and families.

Prior to joining Rockefeller Capital Management, Steven served as a Financial Planner for Ayco, a Goldman Sachs Company where he started his career in the Financial Services industry.

Steven graduated from Binghamton University’s School of Management with a degree in Finance where he also received his MBA with a focus in Data Analytics. Steven holds FINRA Series 7 and Series 66 licenses.

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JOSH MURRAY

JOSH MURRAY

Private Advisor, Vice President

 

Josh Murray is a Private Advisor and Vice President in Rockefeller Global Family Office.

Before joining Rockefeller, Josh was a member of AllianceBernstein’s Private Wealth practice in Boston, Massachusetts. Prior to his time at Bernstein, Josh worked as a Financial Planner in the Family Office at Ayco, a Goldman Sachs Company.

Josh graduated from SUNY Oneonta in 2014 with a B.S in Business Economics and achieved the mark of CERTIFIED FINANCIAL PLANNER™ in March of 2017. Josh holds his FINRA Series 7 and Series 66 licenses.

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NICHOLAS PETERS

NICHOLAS PETERS

Private Advisor, Vice President

 

Nicholas M. Peters is a Private Advisor, Vice President in Rockefeller Global Family Office. Nick provides comprehensive financial advice and services to ultra-high net worth families. Within each relationship, Nick works with family members to navigate a variety of financial matters, providing investment advice, tax planning, charitable planning, estate planning, insurance/risk management and cash flow management. He also has experience preparing individual, trust and entity income tax returns.

Prior to joining Rockefeller, Nick was a financial planner at Ayco, a Goldman Sachs Company. Nick spent 6 years at Ayco working within its Family Office and Wealth Strategies Group. Within this role, he worked with ultra-high net worth clients as a financial planner.

Nick holds a Bachelor of Science degree in Marketing and Management from Siena College and a Master’s Degree in Business Administration from Union Graduate College. Nick holds his FINRA Series 7 and 66 licenses.

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KELLYANN RISLER

KELLYANN RISLER

Family Office Counselor, Vice President

 

KellyAnn Risler is a Family Office Counselor – Vice President in the Family Office of Rockefeller Capital Management. Prior to this role she was a Client Advisor, who worked alongside a Managing Director to provide comprehensive planning, advice and services to ultra-high net worth individuals, families, and family offices. Areas of focus include cash flow planning, tax planning, charitable giving, investments, and risk management. Before her time at Rockefeller, Kelly worked at Ayco, a Goldman Sachs Company for five years in her most recent role as a Financial Planner. In this role, she more notably worked with executives of Fortune 500 companies to provide full scope financial planning services.

Kelly has her Bachelor of Science degree in Political Science from the University at Albany –State University of New York, received her J.D. from Albany Law School of Union University and is a member of the New York State Bar. Kelly holds her FINRA Series 7 and Series 66 licenses. She is also a New York State Notary and is insurance licensed.

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JEFF CAMPITO

JEFF CAMPITO

Client Associate Lead, Vice President

 

Jeff Campito is the Client Associate Lead and Vice President in the Family Office of Rockefeller Capital Management. Jeff utilizes his prior experience to help train and develop the Client Associates to teach them the various technical and practical skills needed to best serve the current and future clients of the firm.

Prior to joining Rockefeller, Jeff was a Vice President with the Ayco Family Office, a Goldman Sachs Company. There he held various associate and management roles during his 12-year tenure.

Jeff earned his bachelor’s degree in Finance and Accounting from Northeastern University in Boston, Massachusetts. Jeff also received his Certified Financial Planner designation.

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CHRISSY HUSVAR

CHRISSY HUSVAR

 Manager, Financial Reporting, Vice President

 

Chrissy Husvar, CPA joined Rockefeller Global Family Office as an Associate Vice President – Client Accountant. She handles the day-to-day financial needs of clients along with overall reporting and tax preparation.

Prior to joining the Rockefeller Family Office, Chrissy was an Associate Manager of the Management Company for Ultimus LeverPoint Private Fund Solutions, a private equity fund administrator offering fund accounting, administration, management company and treasury services. Her work there involved managing client relationships and an internal team handling the accounting and financial reporting for various management companies. She was also a member of the training committee. Prior to that, Chrissy was a Senior Personal Account Associate for Ayco, a Goldman Sachs Company, handling the day-to-day finances of ultra-high net-worth clients. Chrissy began her career in public accounting at Piaker & Lyons PC performing tax, audit, and attestation services for local businesses where she obtained her CPA license.

Chrissy graduated with honors from Oneonta State College with a B.S. degree in Accounting and was awarded The Top Student in Accounting from the NYSSCPA.

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KEVEN DONOHUE

KEVEN DONOHUE

Private Advisor, Associate Vice President

 

Keven Donohue is a Private Advisor and Associate Vice President in the Family Office of Rockefeller Capital Management.

Keven provides comprehensive financial planning services to ultra-high-net-worth families, including investment management, tax and estate planning, philanthropy, insurance, client accounting services, and risk management.

Before joining Rockefeller, Keven was a Senior Financial Planner in the Family Office of Ayco, a Goldman Sachs Company, supporting several advisors and their teams. Prior to joining Ayco’s Family Office, Keven spent several years working as an advisor with Northwestern Mutual, where he helped families identify and plan for their financial goals.

Keven graduated from Union College with a B.A. in Economics and minor in Mathematics. Keven also holds his FINRA Series 7 and 63 licenses, as well as his New York State Life, Accident & Health insurance license.

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MATTHEW GALLUP

MATTHEW GALLUP

Private Advisor, Associate Vice President

 

Matt Gallup is a Private Advisor and Associate Vice President in the Family Office of Rockefeller Capital Management. Matt works together with a Managing Director to provide comprehensive advice and services to ultra-high net worth individuals, families, and family offices. Areas of focus include estate planning, asset management, tax planning, charitable giving, cash flow planning, and risk management.

Prior to joining Rockefeller, Matt worked at Ayco, a Goldman Sachs Company as a Financial Planner. In this role, he more notably worked with executives of Fortune 500 companies to provide comprehensive financial planning. Prior to joining Ayco, Matt worked at KPMG in the Audit practice as a Senior Associate, where he performed financial statement audits of both publicly traded and private companies, not for profit organizations, and employee benefit plans.

Matt earned his Bachelor of Science degree in Accounting and Master of Science in Accounting from the University at Albany – State University of New York. Matt holds the FINRA Series 7 and Series 66 licenses and is a Certified Public Accountant.

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JAMES QUINN

JAMES QUINN

Sr. Client Associate, Associate Vice President

 

Jimmy Quinn is an Associate Vice President and Senior Client Associate in Rockefeller Capital Management’s Family Office. Jimmy works on a team that provides comprehensive financial advice and services to high net worth individuals and families.

Prior to joining Rockefeller, Jimmy was a Portfolio Management Analyst for Bank of America Private Bank in Albany, New York. Prior to his time at Bank of America Private Bank, Jimmy worked as a Senior Financial Analyst in the Family Office at Ayco, a Goldman Sachs Company.

Jimmy graduated from SUNY Cortland with a B.S. in Business Economics and received his MBA with a concentration in finance from University at Albany – State University of New York. Jimmy holds the FINRA Series 7 license, Series 66 license and is a Level II CFA candidate.

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PATRICK TOUHEY

PATRICK TOUHEY

Senior Client Associate, Associate Vice President

 

Patrick Touhey is an Associate Vice President and Senior Client Associate in Rockefeller Capital Management’s Family Office. Patrick works together with a Managing Director and Senior Client Advisor to provide comprehensive advice and services to ultra-high net worth individuals and their families.

Prior to joining Rockefeller, Patrick spent 4 years at Ayco, a Goldman Sachs Company, where he served as a Financial Planner. In this role, Patrick supported several advisors and their teams, providing full scope financial planning services to executives of Fortune 500 companies.

Patrick graduated from Bentley University with a degree in Corporate Finance and Accounting. Patrick holds FINRA Series 7 and Series 66 licenses.

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MICHAEL GIACCO

MICHAEL GIACCO

Banking and Lending Associate

 

Michael Giacco is an Associate within Banking and Lending, centered in the Annuity and Insurance business at Rockefeller Capital Management. In this capacity, Michael helps manage the insurance, annuity, private placement, long term care businesses, as well as the property and casualty and commercial insurance partnerships.

Prior to joining Rockefeller, Michael was a Senior Associate at Eaton Vance in Boston where he supported Portfolio Managers and EV Investment Counsel in both a trading and operational capacity. Prior to joining Eaton Vance, he worked at State Global Markets on the FX Trading Desk.

Michael graduated from UMASS Dartmouth with degrees in both Finance & Marketing. Michael holds FINRA Series 7 and Series 63 li

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KEELYE ST. JOHN

KEELYE ST. JOHN

Client Accountant, Associate Vice President

 

Keelye St. John joined Rockefeller Global Family Office as a Client Accountant – Associate Vice President providing tax and accounting services to clients.

Prior to joining Rockefeller, Keelye spent 12 years in the Family Office at Ayco, a Goldman Sachs Company. She began her career at Ayco in an administrative role before transitioning into the role of Financial Analyst in 2014. As a Financial Analyst, Keelye worked as part of a team to provide financial, tax, and estate planning services to high-net-worth clients. In 2017, she was promoted to the role of Tax Associate, focusing on preparation of complex income tax returns for individuals and trusts.

Keelye is a graduate of Johns Hopkins University with a Bachelor of Arts in Psychology and holds FINRA Series 7 and Series 66 securities licenses.

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WILLIAM Y. CONKLIN

WILLIAM Y. CONKLIN

Client Associate

 

William Y. Conklin is a Client Associate and Analyst in the Rockefeller Global Family Office. Will works with a Managing Director to provide comprehensive financial services to ultra-high net worth individuals and families, including investment management, tax strategy, trust & estate planning, philanthropy, cash flow planning, and risk management.

Prior to joining Rockefeller, Will was a Product Control Analyst at Citigroup Inc. In this role, he conducted independent price verifications and valuation adjustments to value the trading activity of corporate loans, options, and credit default swaps for North America and EMEA trading desks.

Will graduated Magna Cum Laude from the University at Buffalo – State University of New York. He earned a Bachelor of Science degree in Business Administration with a dual concentration in Financial Analysis and Data Analytics.

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RYAN KELLEY

RYAN KELLEY

Client Associate, Analyst

 

Ryan Kelley is a Client Associate and Analyst in the Rockefeller Global Family Office. Ryan supports a team that provides comprehensive advice, services, and reporting to ultra-high net worth individuals and their families. He primarily handles the operational aspects of client relationships, including data gathering and entry, account maintenance, and analyzing transactions. Areas of focus include day-to-day client service and reporting.

Prior to joining Rockefeller Capital Management, Ryan worked at KeyBank as a Personal Banker, assisting clients with their cash needs and financial well-being. He provided support to several loan officers and bankers to establish financial wellness for their clients.

Ryan graduated from Siena College with a Bachelor of Science in Finance. He holds the FINRA SIE license and is currently working towards his Series 7 and 66 licenses.

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SHERRI HARRIS

SHERRI HARRIS

Senior Administrative Assistant 

 

Sherri Harris is a Senior Administrative Assistant in the Rockefeller Global Family Office in Saratoga Springs, New York. Sherri supports the Private Advisor teams through various tasks focused around client service. She primarily handles the operational aspects of the client relationship, including data gathering, account opening, authorizations and other projects based on the clients’ needs.

Prior to joining Rockefeller Capital Management, Sherri held increasing roles of responsibility in the Family Office at Ayco, a Goldman Sachs Company, where she provided support to several advisors and their teams, as a Senior Assistant, and most recently, a Client Service Associate.

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SARAH STOLZ

SARAH STOLZ

Senior Client Operations Associate, Associate Vice President

 

Sarah Stolz is a Senior Client Operations Associate and Associate Vice President with Rockefeller Gloabl Family Office. Sarah supports the Private Advisor teams through various tasks focused around client service. She primarily handles the operational aspects of the client relationship, including data gathering, account opening, authorizations and other projects based on the clients’ needs.

Prior to joining Rockefeller, Sarah held positions in the Financial and Retail industries, focusing on Customer Service and Management.

Sarah received her B.S. in Business Administration, with concentrations in Marketing & Management from the University at Albany, School of Business.

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LEEANNE MORREALE

LEEANNE MORREALE

Personal Account Manager, Associate Vice President

 

LeeAnne M. Morreale joined Rockefeller Global Family Office as a Personal Account Manager.. She specializes in highly complex bill pay services for high net worth and ultra-high-net worth clients, foundations, and client LLC’s. She has a deep expertise in high touch bookkeeping for their complicated financial lives. LeeAnne works on Private Advisor Teams providing a full suite of highly customizable services ranging from bill payment, recordkeeping, cash flow reporting, expense tracking, and vendor management.

Prior to joining Rockefeller, LeeAnne was a Personal Account Associate and then a Senior Account Associate with Ayco, a Goldman Sachs Company. LeeAnne has more than 15 years of experience in personal accounting. She also held roles as a trainer and peer leader.

LeeAnne graduated from Nazareth College in Rochester with a Bachelor of Science degree in Business Administration with a concentration in Accounting.

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DODIE JOHNSTON

DODIE JOHNSTON

Personal Account Manager, Associate Vice President

 

Dodie Johnston is a Personal Account Manager in the Rockefeller Global Family Office. She currently supports two teams in the Saratoga Office, as well as providing support coverage for the NYC office. In her role, Dodie maintains open client interaction by assisting will all aspects of bill pay services for high net worth and ultra high net worth clients. Dodie specializes in high touch bill pay services for her clients by adding a personal touch while handling their bill payment, cash flow reporting, investment tracking, and vendor and expense management.

Prior to joining Rockefeller, Dodie spent three years as a Personal Account Associate in the Family Office at Ayco, a Goldman Sachs Company, where she assisted multiple teams in providing bill pay and client accounting support. Prior to joining Ayco, she was an Executive Assistant and Accounting Associate at New Country Motor Car Group for two years and prior to that ran her family’s Collision repair office for twelve years, handling all accounting functions until they sold the family business. Dodie has over 17 years of experience in the accounting field.

She is a graduate of Schenectady County Community College, with a degree in Business Administration.

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ERIN BISHOP

ERIN BISHOP

Personal Account Associate

 

Erin Bishop joined Rockefeller Capital Management as a Personal Account Associate in the Rockefeller Global Family Office. Erin specializes in high touch bill pay services for her clients, providing a range of services from bill payment, recordkeeping, account reconciliation and vendor management.

Prior to joining Rockefeller, Erin was an Accounts Payable Clerk II at the Golub Corporation. She was responsible for Price Chopper’s payables for their large vendor accounts, as well as all pharmacy payables. Erin was also responsible for daily financial reporting and reconciliation of accounts.

Erin is a graduate of the University of Baltimore, holding a Bachelor of Arts degree in History.

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KATIE CHERRY

KATIE CHERRY

Personal Account Associate

 

Katie Cherry joined Rockefeller Capital Management as a Personal Account Associate in the Rockefeller Global Family Office. Katie assists with all aspects of bill pay services for high net worth and ultra-high net worth clients. Katie works on multiple Client Advisor teams providing a full suite of highly customizable services to ensure a smooth and reliable bill pay process.

Prior to joining Rockefeller, Katie was an Accounts Payable Coordinator with TM Forum. In her previous role, Katie worked with a global industry associated with telecommunications where she handled all accounts payable operations.

Katie graduated from Siena College in Loudonville, NY with a Bachelor of Science degree in Accounting.

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PATRICK MANN

PATRICK MANN

Personal Account Associate

 

Patrick Mann joined Rockefeller Capital Management as a Personal Account Associate in the Rockefeller Global Family Office. Patrick assists with all aspects of bill pay services for high net worth and ultra-high net worth clients. Patrick works on multiple Client Advisor teams providing a full suite of highly customizable services to ensure a smooth and reliable bill pay process.

Prior to joining Rockefeller, Patrick was a Financial Analyst with Ayco, a Goldman Sachs Company. In his previous role, Patrick worked with Family Office clients delivering Tax Planning, Estate Planning, Philanthropy, and Cash Flow Planning.

Patrick graduated from Siena College in Loudonville, NY with a Bachelor of Science degree in Accounting.

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ALEXANDRA M. SIDOTI

ALEXANDRA M. SIDOTI

Personal Account Associate

 

Alexandra M. Sidoti joined Rockefeller Capital Management as a Personal Account Associate in the Rockefeller Global Family Office. Alexandra specializes in high touch bill pay services for her clients providing a full suite of highly customizable services ranging from bill payment, recordkeeping, cash flow reporting, expense tracking, and vendor management.

Prior to joining Rockefeller, Alexandra was a Treasury Clerk at Ultimus Leverpoint Private Funds Solutions where she assisted multiple clients in preparing transactions across many banking platforms. Alexandra also assisted in the improvement of internal procedures and company resources as well as completed special projects as assigned.

Alexandra is a graduate of The State University of New York at Albany, holding a Bachelor of Science degree in Sociology with a minor in Business Administration.

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NANCY ROUSE

NANCY ROUSE

Executive Assistant

 

Nancy Rouse is a Senior Administrative Assistant in Rockefeller Global Family Office. Nancy supports multiple associates on the executive team, as well as general administrative duties for the Saratoga office. Prior to joining Rockefeller, Nancy was an Administrative Assistant in the Family Office at Ayco, a Goldman Sachs Company, supporting advisors and their teams.

Nancy earned an Associate Degree from Ethan Allen Community College.

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ANDREA REYNOLDS

ANDREA REYNOLDS

Senior Administrative Assistant

 

Andrea Reynolds joined Rockefeller Capital Management as a Senior Administrative Assistant in the Rockefeller Global Family Office. She supports multiple Private Advisor teams where she is responsible for calendar management and maintaining daily operations.

Prior to joining Rockefeller, Andrea spent six years at Ayco, a Goldman Sachs Company, where she worked as an Administrative Assistant and Client Analyst supporting the teams of two Vice Presidents in Executive Counseling. Before her time at Ayco, Andrea worked in residential property management as an Assistant Property Manager for eight years in Guilderland, NY.

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KRISTINE STEIMLE

KRISTINE STEIMLE

Sr. Administrative Assistant

 

Kristine Steimle joined Rockefeller Capital Management as a Senior Administrative Assistant and supports multiple teams within the Rockefeller Global Family Office. In her role, Kristine is responsible for maintaining daily operations and scheduling for both teams.

Prior to joining Rockefeller, Kristine spent 18 years at Ayco, a Goldman Sachs Company, where she worked as a Senior Administrative Assistant supporting two Vice Presidents in the Family Office. Before joining Ayco, Kristine was an Office Manager / Legal Secretary at a law firm in Walnut Creek, CA.

Kristine is a graduate from Maria College, Albany, NY.

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SHAWNTEL WOOD

SHAWNTEL WOOD

Sr. Administrative Assistant

 

Shawntel Wood joined Rockefeller Capital Management as a Senior Administrative Assistant in the Rockefeller Global Family Office. She currently supports two Private Advisor and Client Associate teams. In her role, Shawntel is responsible for maintaining daily operations and scheduling for both teams. In addition, Shawntel assists in coordinating training for newly added team members.

Prior to joining Rockefeller, Shawntel spent about two years at Ayco, a Goldman Sachs Company, where she worked as an Administrative Assistant to two Vice Presidents in their Family Office. Before joining Ayco, Shawntel held the role of Human Resource Business Partner for a local manufacturing company for six years.

Shawntel is a dual graduate of the State University of New York at Delhi as well as Schenectady County Community College.

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JILL ROSAMINO

JILL ROSAMINO

Head of Talent Acquisition and Development, Senior Vice President

 

Jillian L. Rosamino is the Head of Talent Acquisition and Development, Senior Vice President on Rockefeller’s Human Capital team.

In her role, Jill is responsible for leading and driving Rockefeller’s talent acquisition and talent development strategy firm-wide. Jill joined Rockefeller in 2021 as a Talent Acquisition Manager.

Prior to joining Rockefeller, Jill spent seven years as a Vice President with Ayco, A Goldman Sachs Company. She held various roles on the firm’s Human Capital Management team in both the talent acquisition and HR business partner space. Jill worked closely with the wealth management business on hiring and developing next generation and diversity talent initiatives.

Jill earned her Bachelor of Science from the Siena College School of Business.

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JESSICA MURPHY

JESSICA MURPHY

Senior Recruiter, Associate Vice President

 

Jessica Murphy is a Senior Recruiter – Associate Vice President on the Human Capital team. Jessica is responsible for full cycle recruitment across the firm. She leads and owns posting, screening, assessment, and the interview process for the firm, while also ensuring an outstanding candidate experience.

Prior to joining Rockefeller, Jessica worked at Ultimus LeverPoint Private Fund Solutions, a third-party fund administrator, as the Manager of Talent Acquisition. In this role, Jessica oversaw the recruitment team and staffing for the entire firm, while also working on talent retention and campus recruitment. Jessica also revamped the recruitment process at Ultimus LeverPoint, to ensure a positive candidate experience.

Jessica earned her Bachelor of Arts degree in English and Master of Science in Education from the State University of New York College at Plattsburgh.

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CHELSEA NASH

CHELSEA NASH

Talent Acquisition Specialist, Associate

 

Chelsea Nash is an Associate and Talent Acquisition Specialist on Rockefeller’s Human Capital team. In her role, Chelsea is instrumental in supporting the administration of the full life-cycle recruitment process firm-wide. She works closely with the Talent Acquisition team to ensure a best-in-class candidate experience.

Prior to joining Rockefeller, Chelsea worked at Yoh, A Day & Zimmerman Company as a Resource Manager. Before Yoh, Chelsea worked at Ayco, A Goldman Sachs Company as a Recruiter on the Talent Acquisition team.

Chelsea holds a bachelor’s degree from Springfield College.

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A.J. PALKOVICH, SVP

A.J. PALKOVICH, SVP

Private Advisor, Senior Vice President 

 

A.J. joins Rockefeller from The Ayco Company, where he led a team of professionals providing multi-family office services to ultra-high-net-worth families. His areas of expertise include multi-generational planning, tax strategy, philanthropic planning, trust and estate planning, cash flow planning and investment advisory. 

A.J. brings a reputation for providing high-quality advice, outstanding planning, superb executive counsel, and excellent client service and execution. He is a consummate professional, and we are delighted to have him on the team. 

A.J. holds an MBA from the University of Albany and a bachelor’s degree in economics from Union College, where he played ice hockey for four years.  

 

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Austin Okoye

Austin Okoye

Client Associate 

 

Austin Okoye is a Client Associate in the Rockefeller Global Family Office of Rockefeller Capital Management. Austin supports a team that provides comprehensive advice, services, and reporting to ultra-high net worth individuals and their families. He primarily handles the operational aspects of client relationships, including data gathering and entry, account maintenance, and analyzing transactions. Areas of focus include day-to-day client service and reporting.

Prior to joining Rockefeller, Austin worked at Goldman Sachs Ayco Personal Financial Management as an Operations Analyst on the Consumer and Wealth Management team. He provided support to advisors and clients managing Annuities and Life insurance.

Austin holds a bachelor’s degree from Skidmore College.

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Mitchell Fanning

Mitchell Fanning

Client Associate, Analyst 

 

Mitch Fanning is a Client Associate and Analyst in the Rockefeller Global Family Office. Mitch supports a team to provide comprehensive financial services to ultra-high net worth individuals and their families, including investment management, tax and estate planning, philanthropy, insurance, cash flow planning and risk management. 

Prior to joining Rockefeller Capital Management, Mitch interned at Northwestern Mutual where he was named a top 10 producer in his region. He provided support to many advisors and held financial literacy meetings for clients to give them peace of mind in their financial standing. 

Mitch graduated from Siena College with a Bachelor of Science in Finance. He holds the FINRA SIE and Series 7 licenses and is currently working towards his Series 66.

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Paul Fernandes

Paul Fernandes

Client Relationship Manager, Vice President 

 

Paul Fernandes is a Client Relationship Manager and Vice President within the Rockefeller Global Family Office. Paul advises ultra-high-net-worth families on investment management, tax and estate planning, philanthropy, insurance, client accounting services, and risk management.

Prior to joining Rockefeller, Paul was a Vice President in the Ayco Family Office, a Goldman Sachs Company. While servicing ultra-high-net-worth and multiple generation families throughout his 8-year career at Ayco, he provided educational training, career development and guidance to his fellow associates.

Paul earned his bachelor’s degree in Finance and International Business, followed by his MBA degree from State University of New York at New Paltz. Paul holds his FINRA Series 7 and Series 66 licenses.

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Holly Kahn

Holly Kahn

Talent Operations Program Managere, Associate Vice President

 

Holly Kahn is the Talent Operations Program Manager, Associate Vice President on Rockefeller’s Human Capital team. In her role, Holly is responsible for the ongoing optimization of the new hire and internship experience across the firm. She coordinates and facilitates the Rockefeller Capital Management Summer Analyst program and works closely with the Talent Acquisition and broader Human Capital team to execute a seamless end-to-end employee onboarding experience.

Prior to joining Rockefeller, Holly worked at Ultimus LeverPoint Private Fund Solutions, a third-party fund administrator, as the Learning and Development Specialist. In this role, Holly designed and facilitated firm-wide learning experiences including new employee onboarding and orientation, emerging leader training, management training, and professional development programs. 

Holly earned her Bachelor of Science Education degree from SUNY Geneseo and her Master of Education degree from the University at Buffalo. 

 

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Jacob Burnell

Jacob Burnell

Personal Account Associate

 

Jacob Burnell joined Rockefeller Capital Management as a Personal Account Associate in the Rockefeller Global Family Office. Jacob specializes in high touch bill pay services for his clients providing a full suite of highly customizable services ranging from bill payment, recordkeeping, account reconciliation, expense tracking, and vendor management.

Prior to joining Rockefeller, Jacob was an Individual Funds Analyst at AIM Services Inc., where he assisted multiple clients in preparing, handling, and reconciling personal funds. Jacob also assisted in account management for all the company’s credit card accounts, the improvement of internal procedures and the handling of the financial department’s banking deposits as well as completed special projects as assigned.

Jacob is a graduate of Suny Empire State College, holding a Bachelor of Science degree in Accounting with a minor in Business Administration.

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Bradley Bodmer Jr.

Bradley Bodmer Jr.

Client Associate, Analyst

 

Bradley Bodmer Jr. is a Client Associate and Analyst in the Rockefeller Global Family Office. Brad works with a Managing Director to provide comprehensive financial services to ultra-high net worth individuals and families, including investment management, tax strategy, trust & estate planning, philanthropy, cash flow planning, and risk management.

Prior to joining Rockefeller Capital Management, Brad interned at Amwins Group Benefits where he worked firsthand with the Vice President of Sales to maintain customer relationships and assist in acquiring new business. Prior to Amwins Group Benefits, Brad interned at Ayco, A Goldman Sachs Company where he worked with Financial Planners and Analysts to prepare financial exhibits for Account Managers. Prior to Ayco, Brad interned at Northwestern Mutual where he provided financial planning to his clients and sold various types of insurance. 

Brad attended Providence College for both graduate and undergraduate school where he obtained a Master’s in Business Administration and a Bachelor of Science in Finance and Management. Brad currently holds the FINRA SIE license and is working towards his Series 7 and Series 66 licenses. 

 

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Isabelle Kuzmich

Isabelle Kuzmich

Personal Account Associate 

 

Isabelle Kuzmich joined Rockefeller Capital Management as a Personal Account Associate in the Rockefeller Global Family Office. Isabelle specializes in high touch bill pay services for her clients providing a full suite of highly customizable services ranging from bill payment, recordkeeping, cash flow reporting, expense tracking, and vendor management.

Prior to joining Rockefeller, Isabelle was a Treasury Associate II at Ultimus Leverpoint Private Funds Solutions where she assisted multiple clients in preparing transactions across many banking platforms. Isabelle also assisted in training new employees and improving procedures. 

Isabelle graduated from Siena College in Loudonville, NY with a Bachelor of Science degree in Business Management.

 

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Alexandra Mauro

Alexandra Mauro

Talent Acquisition Coordinator, Analyst

 

Alexandra Mauro is an Analyst and Talent Acquisition Coordinator on Rockefeller’s Human Capital team. In her role, Alex supports the administration of the full life-cycle recruitment process by working with the Talent Acquisition team and hiring managers firm-wide. She is the first point of contact for candidates and strives to create a best-in-class experience for all candidates at Rockefeller. 

Prior to joining Rockefeller, Alex worked as a Client Service Associate at Arthur J. Gallagher Risk Management. Before Gallagher, Alex worked as a Human Resources Coordinator at Rivers Casino & Resort. 

Alex holds a bachelor’s degree in Communication Studies with a minor in Public Relations from Oneonta State University.

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Taylor Morrissey 

Taylor Morrissey 

Recruiter, Associate Vice President 

 

Taylor Morrissey is an Associate Vice President and Recruiter on Rockefeller’s Human Capital Talent Acquisition team. In her role, Taylor is responsible for the full lifecycle recruitment efforts for various business areas firm wide. She leads and owns posting, screening, assessment, and the interview process for the firm, while also ensuring an outstanding candidate experience.

Taylor joined Rockefeller in May 2022. Prior to joining Rockefeller, Taylor spent seven years as a Vice President with Ayco Goldman Sachs Personal Financial Management. She held various roles on the firm’s Human Capital Management team, including benefits coordinator and business partner. Taylor also served as the Director of Staffing and Operations for Ayco’s Financial Wellness business unit where she was responsible for hiring, onboarding, performance management and development.

Taylor earned her Bachelor of Science in Business Administration from SUNY Plattsburgh. Taylor is currently pursuing a Master of Business Administration (MBA) with a concentration in Human Resource Management from SUNY Empire State College. 

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Jason McMillen

Jason McMillen

Private Advsior, Vice President

 

Jason McMillen is a Private Advisor and Vice President in the Rockefeller Global Family Office.  

Jason provides comprehensive financial planning services to ultra-high net worth families, corporate executives, and entertainers.  Specializing in cash flow planning, insurance and risk management, investment advisory, tax and estate planning, and philanthropy. 

Prior to joining Rockefeller, Jason was with Ayco, a Goldman Sachs Company for 10 years. In his last position, Jason was a Financial Planner within Ayco’s Family Office. He started his career within Ayco’s Private Wealth Management Division where he was servicing clients while working within their Portfolio Management Group, Charitable Services Group, and Fidelity Trading Desk.  

Jason graduated with honors from Siena College with a B.S. in Management, earned a M.B.A. in Taxation from the State University at Albany, and has achieved the mark of CERTIFIED FINANCIAL PLANNER™.  He also holds his FINRA Series 7 and 66 licenses, as well as his New York State Life, Accident & Health insurance license.  

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