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Southeastern Wealth Management Group

A boutique approach to wealth management with an unmatched understanding and experience built upon a foundation of integrity and trust

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At the Southeastern Wealth Management Group, headquartered in Atlanta, Ga., we offer high-touch service to our family of high-net-worth clients, including individuals, families, private businesses and foundations. We see ourselves as their quarterback for their financial lives and strive to be the first call they make with every important decision and milestone.

Our team’s depth of experience and understanding of our clients’ needs helps to provide long-lasting relationships built on integrity and trust. We engage with our clients not only through frequent phone calls and meetings but also exclusive events and opportunities.

With the tools and resources of Rockefeller Capital Management, we offer unparalleled family-office services, from financial and estate planning, to accounting, taxes and bill pay to lifestyle advisory and strategic advisory.

To learn more about how you can benefit from working with Southeastern Wealth Management Group, contact us.

SOUTHEASTERN WEALTH MANAGEMENT GROUP

404-476-2100

3060 Peachtree Road NW
Suite 110
Atlanta, GA 30305

“Our fully staffed client service team has a deep understanding of the firm’s offerings, allowing us to pair clients with the right resources for their unique needs.”

Hunter Hamm, CFA®, Team Founder, Private Advisor, Managing Director

At the Southeastern Wealth Management Group, our client relationships are built on a foundation of integrity and trust. With a depth of understanding and experience, our team delivers high-touch wealth planning and exclusive family-office services to a select number of clients.

HUNTER HAMM, CFA®

Team Founder, Private Advisor, Managing Director 
404-476-2321
HHamm@rockco.com

Biography +

AMY LABARGE

Senior Client Associate
404-476-2336
ALabarge@rockco.com
Biography +

KELLY DENNIS

Team Chief Operating Officer, Director of Client Experience, Senior Vice President 
404-476-2322
KDennis@rockco.com

Biography +

BERKLEY BRYAN

Client Associate, Analyst
404-476-2333
BBryan@rockco.com
Biography +

SEAN HOUSTON, CFP®, CIMA®

Team Investment Strategist, Private Advisor, Senior Vice President
404-476-2323
SHouston@rockco.com

Biography +

CLINT CALVERT, CRPS®

Private Advisor, Senior Vice President
404-476-2324
CCalvert@rockco.com

Biography +

MATTHEW HERZWURM, CFP®

Investments & Reporting, Private Advisor, Vice President
404-476-2326
MHerzwurm@rockco.com

Biography +

CAROLINE CONWAY

Operations, Client Service Associate, Vice President
404-476-2327
CConway@rockco.com

Biography +

At Southeastern Wealth Management 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.

MICHAEL BRAKEY

Head of Strategic Client Solutions
Biography +

PAUL GRANITE

Senior Vice President, Lending Advisor
Biography +

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A leading private wealth practice...
Customized Investment Strategy Design

We diagnose and evaluate your financial situation and design a tailored investment strategy for you, combining long-term goals and near-term opportunities.

Portfolio Management & Optimization

We manage your complete financial ecosystem including tax & estate planning, insurance, retirement entities, and your investments.

Investment, Tax, & Legal Advisor Coordination

We work with your CPA to manage your investments in a tax-efficient manner and coordinate with your attorneys to help plan your estate, structure business transactions, and manage charitable donations.

Risk Management

We align your portfolio with your tolerance for risk and monitor your allocation for unexpected behavior in multiple market conditions.

Cash Management, Optimization, & Access

We handle all cash activity and cash equivalents including loans, banking products, and mortgages.

Ongoing Monitoring & Performance Analytics

We provide you with a high level of transparency through advanced analytics and regular meetings with our team.

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.
  • Investment Advisory
  • Wealth Advisory
  • Family Office Solutions
  • Strategic Client Solutions
  • Trustee Services and Estate Planning
  • Philanthropic 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

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.

“With a depth of understanding and experience, we deliver unmatched wealth planning and exclusive family-office services to a limited number of clients, based on a foundation of trust.”
Hunter Hamm, CFA®, Team Founder, Private Advisor, Managing Director
“At the Southeastern Wealth Management Group of Rockefeller Capital Management, our clients are more than just a number.”
Kelly Dennis, Team Chief Operating Officer, Director of Client Experience, Senior Vice President
“We consider ourselves a boutique group serving select high-net-worth individuals, families and business owners.”
Sean Houston, CFP®, CIMA®, Team Investment Strategist, Private Advisor, Senior Vice President
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.
HUNTER HAMM, CFA®

HUNTER HAMM, CFA®

Team Founder, Private Advisor, Managing Director 

 

Hunter Hamm is the Managing Director, and Private Advisor at the Southeastern Wealth Management Group of Rockefeller Capital Management.

Hunter has built a knowledgeable and experienced team to deliver comprehensive wealth management solutions to high-net-worth individuals, families, private businesses and foundations.

Hunter has more than two decades of experience in wealth management, investment banking and public accounting services. Prior to joining Rockefeller Capital in 2022, Hunter had been a Mana and a Financial Advisor at Morgan Stanley since 2012. Previously, he served as a Senior Investment Advisor at both Barclays Wealth and UBS Financial Services, and as the Vice President of Capital Markets at SunTrust Robinson Humphrey. He began his career at Arthur Andersen working in public accounting services as a Certified Public Accountant.

He is a graduate of the University of Georgia, where he earned his B.B.A. in Accounting in 1997 and his MBA in 2007. He is a CFA® charterholder.

Outside of work, Hunter enjoys golfing and spending time with his family. He lives in Milton with his wife, and their two children.

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KELLY DENNIS

KELLY DENNIS

Team Chief Operating Officer, Director of Client Experience, Senior Vice President

 

Kelly Sanderfer Dennis is a Team Chief Operating Officer, Director of Client Experience, Senior Vice President at Southeastern Wealth Management Group of Rockefeller Capital Management. As such, she leverages her extensive experience to provide comprehensive wealth management services and complex trust and estate strategies to the team’s high-net-worth clients.

Previously, she had been an Assistant Vice President and Senior Client Relationship Manager at Morgan Stanley. Before that, she spent five years as an Assistant Vice President and Financial Advisor at Barclays Wealth.

Kelly graduated from the University of Georgia with a B.B.A. in Marketing and Finance, with a minor in Leadership and Management.

She supports a number of charities around Atlanta and currently is the Fundraising Chair for Open Hand Atlanta’s annual Party in the Kitchen. Kelly lives in Dunwoody with her husband, their son, & their dog.

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SEAN HOUSTON, CFP®, CIMA®

SEAN HOUSTON, CFP®, CIMA®

Team Investment Strategist, Private Advisor, Senior Vice President 

 

Sean Houston is Team Investment Strategist, Private Advisor, Senior Vice President, at Southeastern Wealth Management Group of Rockefeller Capital Management. He develops comprehensive financial plans for institutional and high-net-worth clients while advising them on portfolio construction.

Prior to joining Rockefeller in 2022, Sean was a Vice President and Portfolio Manager at Morgan Stanley. Prior to joining Morgan Stanley, Sean spent more than eight years at UBS Financial Services with tenures in both Charleston, SC and the Washington D.C. area. Most recently at UBS, he served as the Associate Branch Manager for the Washington D.C. suburbs followed by three years of institutional consulting. Within institutional consulting, he was responsible for the investment management of portfolio assets.

Sean is a CERTIFIED FINANCIAL PLANNER ™ professional (CFP®) and has also completed the Certified Investment Manager Analyst (CIMA®) program taught through the University of Pennsylvania’s Wharton School of Business.

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CLINT CALVERT, CRPS®

CLINT CALVERT, CRPS®

Private Advisor, Senior Vice President 

 

Clint Calvert is Senior Vice President, Private Advisor at Southeastern Wealth Management Group of Rockefeller Capital Management.

Prior to joining Rockefeller Capital in 2022, Clint was with Morgan Stanley since 2015. Before that, he was a Founding Partner of the CMC Financial Group after having gained a decade of experience advising and managing portfolios for high-net-worth clients as Vice President of Investments at UBS Financial Services.

Clint received his B.A. in Marketing from Kennesaw State University in 1999.

Outside of work, you can find Clint fly fishing on the Soque River in North Georgia, spending time outdoors, and traveling with his family.

He lives in East Cobb with his wife and their four children.

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MATTHEW HERZWURM, CFP®

MATTHEW HERZWURM, CFP®

Investments & Reporting, Private Advisor, Vice President

 

Matthew Herzwurm is a Private Advisor, Investments & Reporting, Vice President at Southeastern Wealth Management Group of Rockefeller Capital Management. In addition to handling all daily analytical client reporting, Matt supports the team with asset allocation, portfolio management and trade execution.

Previously, he had been a Financial Advisor at Morgan Stanley, from 2018 to 2022.

Matt received a B.B.A. in Accounting and Finance from the University of Georgia, where he played football for the Georgia Bulldogs and was fortunate enough to be part of the team that made it to the National Championship in 2017.

He and his wife, high-school sweethearts from Augusta, live in Dunwoody with Lincoln, their chocolate Labrador.

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CAROLINE CONWAY

CAROLINE CONWAY

Vice President, Operations, Client Service Associate

 

Caroline Conway is Vice President, Operations, Client Service Associate at Southeastern Wealth Management Group of Rockefeller Capital Management.

She joined the Southeastern Wealth Management Hamm Group in 2019 and continues to leverage her background in organizational and relationship management to assist the team with the full spectrum of client service.

Previously, she served as the Deputy Finance Director and Director of Operations for two statewide political campaigns during the 2018 election cycle.

Caroline graduated in 2017 from Vanderbilt University with a B.S. in Human and Organizational Development and a minor in Corporate Strategy.

An Atlanta native, Caroline lives in Buckhead and is active in the community. She serves on the Host Committee for Open Hand Atlanta’s annual Party in the Kitchen and is a member of Peachtree Presbyterian Church.

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MICHAEL BRAKEY

MICHAEL BRAKEY

Head of Strategic Client Solutions

 

Michael Brakey is Managing Director and the Head of Strategic Client Solutions for Rockefeller Capital Management which includes the Credit, Banking, Insurance, Annuity and Retirement businesses. Mr. Brakey also serves on the Rockefeller Capital Management Committee. Prior to joining Rockefeller, Mr. Brakey was a Managing Director at Morgan Stanley, which he joined in 2011 to help accelerate the firm’s banking growth strategy. At Morgan Stanley, he ran High Net Worth lending and led Private Banking Group strategy. Prior to joining Morgan Stanley, Mr. Brakey spent 17 years at Merrill Lynch, later Bank of America Merrill Lynch, where he finished as a Managing Director and Head of Global Wealth Credit Strategy and Investment Lending. Before that, he headed the Consumer Lending as well as the Global Securities-Based Lending businesses and ran the Business Financial Services Western Division.

Mr. Brakey began his career in the Corporate Lending unit of Bank One (now JPM) and is a Chartered Financial Analyst (CFA). Mr. Brakey received his MBA from the Cox School of Business at Southern Methodist University and his bachelor’s degree from the University of Texas at Austin.

 

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PAUL GRANITE

PAUL GRANITE

Senior Vice President, Lending Advisor

 

Paul Granite is a Senior Vice President, Lending Advisor in Private Wealth Management for Rockefeller Capital Management. He focuses on all banking & lending related matters for clients of the firm. Prior to joining Rockefeller, Paul was a Private Banker with Morgan Stanley Private Bank from 2012-2020, most recently leading a team of 5 in Morgan’s Midtown Manhattan office.

Paul earned his bachelor’s degree from Towson University. He lives in Suffolk County, Long Island with his wife and three daughters.

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AMY LABARGE

AMY LABARGE

Senior Client Associate 

 

Amy LaBarge joined Rockefeller Capital Management in 2022 and serves as a Senior Client Associate for the Southeastern Wealth Management Group. 

Prior to joining Rockefeller, Amy spent more than 8 years with Morgan Stanley with tenures in Charleston, SC, Boca Raton, FL, and Atlanta, GA.  Most recently, Amy served as a Business Service Officer at Morgan Stanley where she was responsible for shaping the future of service by modernizing the client experience through an elevated standard of care. As a Business Service Officer, Amy was accountable for the supervision, management of Support Professionals and execution of all business and service functions within multiple branches.  

Amy graduated from Walsh College with a Master of Science in Management Degree and Bachelor of Science in Business Administration Degree.

Amy and her husband Nick live in Acworth, GA where they enjoy spending time on their boat on Lake Allatoona, paddle boarding on Lake Acworth, and hiking Redtop Mountain.

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BERKLEY BRYAN

BERKLEY BRYAN

Client Associate 

 

Berkley Bryan joined Rockefeller Capital Management in 2022 and serves as an Analyst, Client Associate for the Southeastern Wealth Management Group.

Berkley began her career at a Fortune 500 bank in its Risk Management department. During her time at the bank, she gained exposure to the LIBOR Transition, Fraud Operations, PPP Loan Validation and Fulfillment, and Project Management. Most recently, Berkley worked for a financial planning and advisory firm in Birmingham, Alabama where she was responsible for supporting family office managers as they advised high-net worth individuals and affluent families. 

Berkley graduated from Samford University with a B.S.B.A in Finance and Marketing. She is currently pursuing a Masters degree in Personal Financial Planning. 

Berkley lives in Buckhead where she enjoys spending time with family and friends, puppy raising for The Guide Dog Foundation for the Blind, and living an active lifestyle.

 

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