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Welcome to the Rockefeller Global Family Office

Our mission is to focus on developing long lasting relationships built on a foundation of trust and transparency. We are here to understand our clients’ needs and be the driving force behind their long-term wealth management success.

With the tools and resources of Rockefeller Capital Management, we can focus on customized and sustainable investment solutions to help ensure our clients meet their long-term goals. The platform enables us to utilize cutting edge technology and be a valuable resource for our clients.

We are here to serve you and your family.


(203) 717-6615

Supervised from:

100 First Stamford Place
Suite 201
Stamford, CT 06902
8 Sound Shore
Suite 120
Greenwich, CT 06830

“In order to provide our clients with the highest level of service and customized wealth management solutions, it is our duty to build deep relationships and thoroughly understand their financial objectives.”

David Eder, Senior Vice President, Private Wealth Advisor 

Our team is here to focus on our client’s individual objectives and understand their future wealth management goals. We develop in-depth customized wealth management solutions.


Senior Vice President 
Private Wealth Advisor 
(203) 717-6615


Vice President
Private Wealth Analyst
(203) 717-6616

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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
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Uniquely Rockefeller Special Client Event – Jack Brennan
A Conversation with Jack Brennan, Chairman Emeritus and Senior Advisor to Vanguard
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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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Senior Vice President
Private Wealth Advisor 


David joined Rockefeller in 2020. Prior to joining, he was a Financial Advisor with J.P. Morgan Securities, a wealth management division of J.P. Morgan. He has been in the financial services industry since 1995. He began his career as an Institutional Trader where the industry then inspired him to move to the wealth management side. David is organized and trustworthy; he commits to understanding clients and their businesses and personal values.

David uses a plan based process to help position client portfolios to reflect their objectives and risk tolerance. He is consistently watching the market and is proactive when it comes to taking advantage of asset reallocation.

David attended the Peddie School in Princeton, New Jersey and graduated from the University of Wisconsin with a B.A. in International Relations. He lives in Bedford, New York, with his wife, a local orthodontist, and two daughters.

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Vice President
Private Wealth Analyst


Augustin joined Rockefeller in July of 2020. He began his career in financial services while enrolled at Baruch College by interning with JP Morgan Chase. After graduating he joined Morgan Stanley in their asset management research division. A few years later, Augie decided to return to academia to get his MBA from Fordham University where he graduated Magna Cum Laude. After Fordham, he returned to JP Morgan where he spent almost a decade working in various wealth management roles.  

Augustin is born and raised in New York City, and has stayed close to his roots where he now raises his daughter with his wife, a diligent Nurse Practitioner.

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