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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

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

3560 Lenox Road
Suite 1100
Atlanta, GA 30326

“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®, Managing Director, Team Founder, Private Wealth Advisor

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®

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

KELLY DENNIS

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

SEAN HOUSTON, CFP®, CIMA®

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

CLINT CALVERT, CRPS®

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

MATTHEW HERZWURM, CFP®

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

CAROLINE CONWAY

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

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

PAUL GRANITE

Senior Vice President, Lending Advisor

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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.

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.

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.

Our Ideas
Planning in a Challenging Market
Planning in a Challenging Market
Rockefeller Insights
Uniquely Rockefeller Special Client Event – Jack Brennan
Uniquely Rockefeller Special Client Event – Jack Brennan
A Conversation with Jack Brennan, Chairman Emeritus and Senior Advisor to Vanguard
Fed will likely cap rates around 3.5%, says Rockefeller Capital Management's Greg Fleming
Fed will likely cap rates around 3.5%, says Rockefeller Capital Management's Greg Fleming
Gregory Fleming joins CNBC's "Squawk Box"
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HUNTER HAMM, CFA®

HUNTER HAMM, CFA®

Managing Director, Team Founder, Private Wealth Advisor

 

Hunter Hamm is a Managing Director, Private Wealth 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 Buckhead with his wife, and their two children.

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KELLY DENNIS

KELLY DENNIS

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

 

Kelly Sanderfer Dennis is a Senior Vice President, Team Chief Operating Officer, Director of Client Experience 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®

Senior Vice President, Team Investment Strategist, Private Wealth Advisor

 

Sean Houston is Senior Vice President, Team Investment Strategist, Private Wealth Advisor 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®

Senior Vice President, Private Wealth Advisor

 

Clint Calvert is Senior Vice President, Private Wealth 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®

Vice President, Investments & Reporting, Jr. Private Wealth Advisor

 

Matthew Herzwurm is Vice President, Investments & Reporting, Jr. Private Wealth Advisor 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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