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THE ATLANTIC GROUP

Welcome to the Rockefeller Global Family Office

At The Atlantic Group our team takes a planning-based approach when working with our clients. We aim to provide the comprehensive solution our clients need in both understanding their needs, creating plans that are realistic and achievable, and implementing a portfolio strategy that helps enable them to achieve their objectives.

Located in Bethesda, MD, and Palm Beach, FL, our team works closely to provide wealth management solutions designed to grow and preserve our clients’ wealth for now and for future generations. We are confidantes, counselors, and navigators, dedicated to managing the complexities of family and wealth.

Being a part of Rockefeller provides us with the opportunity to offer our clients unparalleled service, access to uncommon investment opportunities, a seamless digital platform, and premier lifestyle advisory partners.

THE ATLANTIC GROUP

561-363-5822

3835 PGA Boulevard
Suite 105
Palm Beach, FL 33410
4800 Hampden Lane
Suite 200
Bethesda, MD 20814

“The Rockefeller difference is the people you choose to be with: clients, advisors, employers – their quality of character, domain expertise, competence, and level of intellect and authenticity.”

 

Jack Ryan, Chief Operating Officer

At The Atlantic Group our team builds client relationships based on trust and transparency. We take time to curate wealth management solutions that are customized, flexible, and built specifically to our clients’ individual needs and objectives.

PETER CLARKE

Managing Director, Private Wealth Advisor
PClarke@rockco.com
561-363-5830

DREW KARR

Managing Director, Private Wealth Advisor
DKarr@rockco.com
240-956-4460

NEVA HAGOPIAN

Managing Director, Private Wealth Advisor
NHagopian@rockco.com
561-363-5831

JACK TRAXLER

Vice President, Private Wealth Advisor
JTraxler@rockco.com
240-956-4462

JACK MUTCHNIK

Vice President, Investment Research 
JMutchnik@rockco.com
240-956-4464

SERENA BURNS

Senior Client Associate
SBurns@rockco.com
240-956-4464

CARYN MINNS

Senior Client Associate
CMinns@rockoc.com
561-363-5834

NATALIE SMYTH

Senior Client Associate
NSmyth@rockoc.com
561-363-5833

Laura N. Pennington, CFP®, CIMA®

Managing Director, Private Wealth Advisor

Fabienne Tremblay

Associate, Private Wealth Advisor Client Associate

Brian Lessig

Managing Director, Strategic Advisory

Jackie Klaber

Head of Opportunistic Investing

Chloe Duanshi, CFA®

Head of Quantitative Research & Portfolio Construction 

Jimmy C. Chang, CFA®

Chief Investment Officer, Rockefeller Global Family Office

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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.

Our Ideas
Engaging Ideas:  Utilities Sector - Unlocking the Vast Potential of an Increasingly Electrified World
Engaging Ideas: Utilities Sector - Unlocking the Vast Potential of an Increasingly Electrified World
In the latest edition of our “Engaging Ideas” commentary series, Jose Garza, Senior Equity Analyst – Thematic Investments, provides his views on the utilities sector, which may be a source of compelling investment opportunities as the world shifts toward clean electrification.
Tomorrow's News Today
Tomorrow's News Today
Anticipating 2022’s headlines
Constructive Engagement Series: Campaign to Protect Privacy and Secure Sensitive Data
Constructive Engagement Series: Campaign to Protect Privacy and Secure Sensitive Data
Our “Engagement to Protect Privacy and Secure Sensitive Data” campaign targeted portfolio companies where privacy and data security were identified as material ESG issues and where our research identified gaps in performance or disclosure compared to best practice.
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