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THE EDER GROUP

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.

THE EDER GROUP

(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.

DAVID EDER

Senior Vice President 
Private Wealth Advisor 
DEder@rockco.com 
(203) 717-6615

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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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DAVID EDER

DAVID EDER

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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AUGUSTIN DELGADO

AUGUSTIN DELGADO

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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