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THE DW GROUP

A passion for providing comprehensive wealth management solutions

At The DW Group, our mission is to develop deep relationships and work as partners with our clients to provide sustainable financial planning and wealth management solutions.

It is crucial to our process to have every member of our team dedicated to servicing our clients. In doing so, we provide holistic financial services.

Our standards are complimentary to those established by the Rockefeller family legacy and the guardians who have so skillfully helped it thrive throughout seven generations and counting.

THE DW GROUP

415-830-5770

Three Embarcadero
Suite 1610
San Francisco, CA 94111

“Rockefeller Capital Management has the resources that enable us to give our clients truly comprehensive, customized, and sophisticated advice.”

Ann Wang, CFP®, Managing Director, Private Wealth Advisor

The DW Group at Rockefeller Capital Management is dedicated to building relationships built on transparency and trust. We are here to provide you and your family with customized and valuable investment plans.

ANN WANG, CFP®

Managing Director
Private Wealth Advisor
AWang@rockco.com
(415) 830-5765

JAMIE DURRANI

Senior Vice President
Private Wealth Advisor
JDurrani@rockco.com
(415) 830-5766

JUNE MEE KIM

Client Relationship Manager
JKim@rockco.com
(415) 830-5768

SUMMER MACALLISTER

Team Operations Manager
SMacallister@rockco.com
(415) 830-5769

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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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ANN WANG, CFP®

ANN WANG, CFP®

Managing Director
Private Wealth Advisor 

 

Ann is a Managing Director, Private Wealth Advisor at Rockefeller Capital Management. She started working in financial services in 2004, and prior to Rockefeller spent over 10 years at Merrill Lynch Wealth Management. Ann is the founder of the Durrani Wang Group and is passionate about investment strategy and portfolio construction. Her team provides purposeful and focused wealth management solutions.

Ann began her career at Nestlé in a exclusive management program. From there she moved on to one of Del Monte’s largest businesses where she was one of their youngest managers.

She has served as a repeat guest speaker for organizations such as The Cornell Entrepreneur Network (CEN), The California Society of Certified Public Accountants (CalCPA), and the Association of Chartered Certified Accountants (ACCA). She was also a member of Legal Aid of Marin’s Financial Abuse Expert Team, which is a network of local investment professionals who volunteer to educate the public and advise the Marin Country District Attorney’s Office and Adult Protective Services.

Ann was ranked in Forbes America’s Top Women Advisors 2020.*

Ann graduated from Cornell University, where she fully paid her own way, obtained Dean’s List recognition, and received her B.S. in Business. While at Cornell she worked as a Statistics Teaching Assistant. She is a graduate of H&R Block’s Income Tax Course.

In her personal time Ann enjoys mixed martial arts and real estate investing. Originally from New York, she and her husband and daughter now reside in Mill Valley.

*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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JAMIE DURRANI

JAMIE DURRANI

Senior Vice President
Private Wealth Advisor 

 

Jamie is a Senior Vice President, Private Wealth Advisor at Rockefeller Capital Management. He first began working in the financial services industry in 1997. Prior to joining Rockefeller Jamie held positions at Merrill Lynch Wealth Management and spent 15 years as an executive at Wells Fargo.

Within the team Jamie is responsible for providing extensive knowledge on specific wealth management topics, including insurance arrangement, retirement planning, debt management and educational funding analysis. He also manages the day-to-day operation of the team and oversees each client account.

Jamie graduated from Emory University with a B.A. in International Relations. After graduating he spent the first four years of his career in Japan, where he travelled throughout Asia and Europe directing business development for a Japanese trading company. He then went on to earn his MBA from UCLA Anderson School of Management.

He enjoys traveling and being outdoors. Originally from New York, Jamie now resides in California.

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JUNE MEE KIM

JUNE MEE KIM

Client Relationship Manager

 

June is a Client Relationship Manager at Rockefeller Capital Management. Prior to joining Rockefeller June was at Merrill Lynch Wealth Management and found her way into the financial industry after spending several years outside of professional life to raise her children and explore pursuits such as creative writing, an Etsy store, organizational consulting, and various volunteer roles in educational and community-based organizations. 

Prior to that June was pursuing her doctoral studies in History and Anthropology at Harvard University and worked as a resident dean, teaching fellow, and adjunct lecturer. She graduated from Harvard College summa cum laude with an AB in Social Studies and an AM in East Asian Studies from the Graduate School of Arts and Sciences with a special interdisciplinary focus on immigration, diaspora and aspirational ideology.

She brings her many years of detail-oriented research methods, love of learning and inclusive interpersonal skills to the DW Group.

Born and raised in Seattle, Washington, June currently resides in Mill Valley with her husband and three children. In her personal time June enjoys gardening, photography, crafting, football (soccer), and ceramics.

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SUMMER MACALLISTER

SUMMER MACALLISTER

Team Operations Manager

 

Summer is a Team Operations Manager at Rockefeller Capital Management. She has been working in the financial industry since 2018 and has a background in project management and international business.

Within the team Summer is responsible for both operational and process oriented task.

She graduated from California Polytechnic University, san Luis Obispo, with her B.S. in Business Administration with a concentration in Financial Management.

Summer was born in California and raised in Sonoma County. She now resides with her husband and two girls in Marin County. She enjoys spending time with her family, exercising, and being an active member in the school community for both her children.

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