Located in the heart of Rockefeller Center, Rockefeller Capital Management has been the trusted advisor to the Rockefeller family for seven generations spanning over 135 years. Inspired by the values reflected in the Rockefeller Family Legacy, we aim to redefine and elevate the financial services experience through unparalleled client service and a commitment to excellence.
At Rockefeller Capital Management, the Siden Fink Group will continue to keep you at the core of what we do. We believe that wealth management begins with understanding you and your personal ambitions, goals, lifestyle, tolerance for risk, liquidity needs, and time horizon. As we learn more about you, we will help you shape your asset allocation strategy and develop a set of investment guidelines that your financial plan with your goals. The client experience is at the centerpiece of our model. We empower individuals, families, institutions, and corporations to realize their aspirations and help achieve their most important ambitions.
We offer our clients customized service while leveraging the resources, infrastructure and access to experienced investment specialists and thought leaders that Rockefeller provides. We remain committed to helping you and your family achieve your goals and objectives for generations to come.
THE SIDEN FINK GROUP
(212) 549-5100
Floor 5
New York, NY 10111
“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
At The Siden Fink Group, our mission is to plan and manage your financial life so you can focus on what matters most to you.
We combine the resources of a large institution with the personal touch of an independent boutique to deliver an unparalleled client experience. The Siden Fink Group will customize solutions to build your financial future with confidence and purpose.
MICHAEL L. SIDEN
212-549-5585
CLIFTON FINK, CRPS®
Private Wealth Advisor
Corporate Retirement Director
212-549-5586
GINO PACE
ANN SCOPELLITO
DANIELLE MULLER
Jimmy C. Chang, CFA®
Casey C. Clark, CFA®
Chloe Duanshi, CFA®
David P. Harris, CFA®
Jackie Klaber
Elizabeth P. Munson
Timothy D. O'Hara
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.
Corporate Retirement Plan Services
Investment Menu Design
- We provide initial and ongoing advice in the design of an investment menu for your Plan based on the asset class selections and other information you provide.
Investment Policy Advice
- We assist you in creating an Investment Policy Statement (“IPS”) for the purpose of providing guidelines, limitations and direction for the selection and monitoring of the investment choices in the plan.
Investment Recommendations
- We offer initial and ongoing investment recommendations to assist in your selection of investment options for the Plan’s investment menu.
Plan Reporting and Analytics
- We create a periodic Plan-level report that includes an analysis of the performance of investments in the Plan menu.
Participant Education
- We conduct onsite education for your participants and help them think through allocation strategies aligned with their long-term investment objectives.
Recordkeeper Search
- We can assist in selecting plan recordkeeping providers to help ensure that your provider remains among industry leaders in providing 401(k) administration services
Fee Benchmarking
ERISA 3(21) and 3(38) Fiduciary Services
Customized Investment Strategy Design
Portfolio Management & Optimization
We manage your complete financial ecosystem including tax & estate planning, insurance, retirement entities, and your investments.
Investment, Tax, & Legal Advisor Coordination
We work with your CPA to manage your investments in a tax-efficient manner and coordinate with your attorneys to help plan your estate, structure business transactions, and manage charitable donations.
Risk Management
We align your portfolio with your tolerance for risk and monitor your allocation for unexpected behavior in multiple market conditions.
Cash Management, Optimization, & Access
We handle all cash activity and cash equivalents including loans, banking products, and mortgages.
Ongoing Monitoring & Performance Analytics
We provide you with a high level of transparency through advanced analytics and regular meetings with our team.
merged with holistic advisory and family office services.
The Rockefeller difference is our combination of holistic and specialized services, designed to complement customized wealth planning and advisory.
• Financial Accounting & Bookkeeping
• Trust & Estate Planning
• Family Legacy & Governance Advisory
• Bill payment
• Philanthropic advisory
• Human Resources Services
• Cash flow and liquidity planning
• Next Gen Financial Education
• Aggregated Reporting
Rockefeller Capital Management provides strategic advice to ultra-high-net worth families, family offices, individuals and corporations. Families that own businesses or are interested in purchasing a business can come to Rockefeller Capital Management for thoughtful, tailored advice on whether to sell a business, sell a portion of a business, purchase a business or grow an existing business.
Rockefeller Capital Management also works with corporations seeking customized, innovative solutions and independent advice on strategic transactions. Our focus is to deliver exceptional results for our clients through flawless execution and to help clients achieve their strategic goals.
Rockefeller Capital Management provides securities activities and services through Rockefeller Financial LLC, its registered broker-dealer, member FINRA, SIPC.
• Differentiated, independent advice for entrepreneurs and business owners
• Execution across private and public companies owned or operated by our clients
• Mergers, acquisitions, divestitures, capital raises
• Real estate advisory
• Sports franchise advisory
Rockefeller Asset Management serves individuals, families and institutional investors whose focus on alpha generation requires an experiences partner with a demonstrable investment history. With more than 30 years of experience in global investing, we offer Equity and Fixed Income strategies whose performance over multiple market cycles is driven by a disciplined process and our collaborative culture.
Equity Strategies
- We offer global, U.S., and non-U.S., thematic dedicated environmental, social and governance (“ESG”) equity strategies for institutions and individuals. A core differentiator of Rockefeller’s approach is our well established practice of constructively engaging shareholders in a way that drives long-term value creation across portfolios and improves ESG standards globally.
Fixed Income Strategies
- We offer a range of tax-exempt and taxable fixed income strategies, serving high-net worth and family office clients. Our fixed income investment process employs an analysis of macro-economic conditions complemented by fundamental credit research set within a sophisticated risk management and portfolio construction framework.
We are pleased to offer our clients and their families special access and privileges through a handful of thoughtfully vetted and selected partners – each preeminent providers in their respective fields – providing highly personalized support on how to simplify, navigate, and elevate modern life.
Private Aviation
• A unique private aviation platform designed exclusively for Rockefeller Capital Management Clients
Private Health Advisory
• Proactive health and wellness support, travel/emergency contingency 24/7 and complete management of any health concern.
Personal Security
• A total security solution tailored to each client and location, assessing their needs and goals.
Emergency Travel Services
• The world’s leading organization providing medical, security, evacuation, travel risk and crisis management services.
Art Advisory
• A comprehensive, global services group for expert live and online auctions, art, jewelry, and other valuable collections.
Next Gen Advisory
• Career and life coaching for emerging professionals, as well as health and wellness resources for young adults.
Elder Care
• A unique benefit that can help with everything related to aging, elder care or special needs.
Virtual Specialty Care
• A virtual specialty care platform that leverages sophisticated technology to curate access to a network of leading doctors across 48 US hospitals for expert insights on specific health concerns.
Once in a Lifetime Experiences
• Almost any “bucket list” wish can be fulfilled for Rockefeller clients with VIP-savvy concierge experts who can pave the way to once-in-a-lifetime experiences, whether meeting global stars, participating in iconic events, or realizing other long-held dreams.
Unique Travel Experiences
• A leading travel concierge service that offers exclusive planning and booking for Rockefeller clients seeking unforgettable vacations. Clients have access at member-only rates to unique settings and destinations with family privileges.
Purpose-Driven Wine Platform
• A leading wine-appreciation platform offering a single source for Rockefeller clients interested in fine wines, insider offers and access to unique experiences. Clients can obtain allocated, reserve, library and collector-level wines. Through the Rockefeller Live Well Do Good Membership Program, a portion of profits go to support The Ocean Foundation.
Cyber Security
• An exclusive boutique company with a proven history of providing elite cyber-protection services for all digital security needs of individuals and their families to eliminate the risk of cyberattacks.
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