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THE SCARBROUGH GROUP

Welcome to the Rockefeller Global Family Office

At The Scarbrough 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 Scarbrough Group provides wealth management and advisory services to clients as trusted fiduciary advisors.

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

The 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 SCARBROUGH GROUP

(404) 443-2700

3560 Lenox Road
Suite 1100
Atlanta, GA 30326

“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

At The Scarbrough 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.

MIKE SCARBROUGH, CFP®

Managing Director, Private Wealth Advisor
MScarbrough@rockco.com
(470) 903-7110

TRAVIS SCARBROUGH, CFA®

Senior Vice President, Private Wealth Advisor
TScarbrough@rockco.com
(470) 903-7111

ROBBIE NEW, CFP®

Senior Vice President, Private Wealth Advisor
RNew@rockco.com
(470) 903-7112

ABIGAIL GENTRY

Vice President, Client Associate
AGentry@rockco.com
(470) 903-7113

JENNIFER MARSH, CFP®

Vice President, Client Associate
JMarsh@rockco.com
(470) 903-7114

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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
Broken Promises
Broken Promises
The rise and fall of an “altruistic billionaire”
Game of Thrones
Game of Thrones
Political fratricides & the weaponization of oil
Uniquely Rockefeller Special Client Event – Lessons from a Leading Growth Investor with Warburg Pincus CEO Chip Kaye
Uniquely Rockefeller Special Client Event – Lessons from a Leading Growth Investor with Warburg Pincus CEO Chip Kaye
A Conversation with Chip Kaye, CEO of Warburg Pincus
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MIKE SCARBROUGH, CFP®

MIKE SCARBROUGH, CFP®

Managing Director, Private Wealth Advisor

 

Mike is a Managing Director, Private Wealth Advisor with The Scarbrough Group at Rockefeller Capital Management. Mike started his career as a Financial Advisor with Merrill Lynch in 1983 after graduating from The University of Georgia. He also served in the US Air Force and US Air Force Reserves. He joined Morgan Stanley in 1987. Since then, Mike has built a successful wealth management practice serving clients all over the country and abroad.

As the team’s leader, Mike focuses on client relationships and intergenerational planning. He says, “Our clients come first. Always. We understand the importance of helping to manage our clients’ financial affairs and we take it very seriously. After more than 30 years in the business, most of our clients have become like family to me and I truly enjoy helping them make sound financial decisions.” 

Mike enjoys hiking, cycling, fishing and traveling with his wife, Denise, in their RV. Mike and Denise have three grown children and six grandchildren.  

Mike is Series 7, 63, & 65 licensed, and is licensed to sell life and variable insurance products. 

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TRAVIS SCARBROUGH, CFA®

TRAVIS SCARBROUGH, CFA®

Senior Vice President, Private Wealth Advisor

 

Travis joined Rockefeller Capital Management in March 2022 as a Senior Vice President, Private Wealth Advisor. Prior to joining The Scarbrough Group in 2013, he was an investment banking analyst in the leveraged finance group at SunTrust Robinson Humphrey originating and executing leveraged loans and high yield bonds for corporate and private equity clients. He also worked for ING Capital, LLC as an analyst in the acquisition finance group. 

Travis graduated from Kennesaw State University in 2011, summa cum laude with highest honors, with a BBA in Finance and was elected as the 2012 University Honor Scholar. Travis holds the Chartered Financial Analyst™ designation. He is also a member of the CFA® Institute, and the Atlanta Society of Finance and Investment Professionals. *In 2018, Travis was named to the list of "America's Top Next Generation Wealth Advisors" by Forbes Magazine. 

Travis focuses on developing customized investment strategies, business succession planning, and intergenerational wealth transfer planning. He brings a diverse set of skills with his knowledge of the capital markets. 

Travis enjoys spending time with his wife, Kaitlin, two daughters, two sons, and their dogs. 

Travis is Series 7, 63, 65 & 79 licensed, and is licensed to sell life and variable insurance products. 

 

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

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ROBBIE NEW, CFP®

ROBBIE NEW, CFP®

Senior Vice President, Private Wealth Advisor 

 

Robbie New is a Senior Vice President, Private Wealth Advisor at Rockefeller Capital Management. Robbie focuses on listening to and understanding the needs of his clients and coordinating their financial plans with each client's other trusted advisors. Prior to joining Rockefeller, Robbie worked as a financial advisor with The Scarbrough Group at Morgan Stanley in Atlanta. Robbie focuses on each client's unique needs and brings them tailored resources and strategies of The Scarbrough Group. He holds the prestigious CERTIFIED FINANCIAL PLANNER™ designation. Robbie earned a Bachelor's Degree in Financial Management from the University of Alabama. 

In the community, Robbie volunteers with Children's Healthcare of Atlanta and is a member of Trout Unlimited. He enjoys golf, tennis, and fishing, and is a member of Roswell Presbyterian Church. Robbie spent his childhood in Eufaula, Alabama, and Jacksonville, FL, but currently resides in Marietta, Georgia with his wife, Anna, and his daughters.  

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ABIGAIL GENTRY

ABIGAIL GENTRY

Vice President, Client Associate

 

Abigail Gentry is a Vice President, Client Associate with The Scarbrough Group at Rockefeller Capital Management.  Abigail manages the daily administrative and operational responsibilities of the team. Abigail graduated from Georgia Southern University in 2010. She began her career in the financial industry in 2012 where she served as a marketing client associate with Wells Fargo Advisors. In her free time, Abigail enjoys hiking, yoga, traveling, baking, and spending time with her husband Greg and their son.

 

 

 

 

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JENNIFER MARSH, CFP®

JENNIFER MARSH, CFP®

Vice President, Client Associate

 

Jennifer Marsh is a Vice President, Client Associate with The Scarbrough Group at Rockefeller Capital Management. She focuses on comprehensive financial planning and portfolio implementation. Jennifer graduated from the University of Georgia in 2008. She began her career in the financial services industry as a Financial Advisor in 2009 and worked with The Scarbrough Group in that role until 2016. After taking a few years to be home with her young children, Jennifer is excited to be back serving clients and working with the team. Jennifer’s hobbies include running, reading and cooking as well as spending time with her family.

 

 

 

 

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