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THE FARO GROUP

Welcome to the Rockefeller Global Family Office

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At The Faro Group, we pride ourselves on always putting our clients first. As an experienced and multigenerational wealth management team we understand the complexities associated with families and wealth planning.

Our team builds in-depth and strong relationships with each client to understand their financial and personal goals. We take a tailored approach in developing a comprehensive plan designed to preserve and grow your wealth for future generations.

We serve a broad range of clients including sports and entertainment professionals, business owners, retirees, high net worth individuals and families.

Our standards for our services are the same standards established by the Rockefeller family legacy and the guardians who have so skillfully helped it thrive throughout seven generations and counting. We are advisors and counselors for our clients in every aspect of life.

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THE FARO GROUP

(561) 617-8830

One Town Road
Suite 500
Boca Raton, FL 33486

“Being a part of Rockefeller allows us to put our clients first. We are a team committed to excellence.”

Nelson Faro, Private Advisor, Managing Director, Team Portfolio Management Director

The Faro Group has over 100 years of combined wealth management experience, we are confidants and counselors for our clients in every aspect of life. We pride ourselves on being valued, trusted and committed partners.

NELSON FARO

Private Advisor, Managing Director 
Team Portfolio Management Director
NFaro@rockco.com
(561) 617-8830
Biography +

FORREST FARO

Private Advisor, Senior Vice President 
Sports and Entertainment Director
FFaro@rockco.com
(561) 617-8831
Biography +

KYLE FARO

Private Advisor, Senior Vice President
KFaro@rockco.com
(561) 617-8832
Biography +

RACHEL BAUM

Private Advisor, Vice President
RBaum@rockco.com
(561) 617-8833
Biography +

JANET KOLMETZKY

Senior Client Associate
JKolmetzky@rockco.com
(561) 617-8834
Biography +

EILEEN CAMBERO

Senior Client Associate
ECambero@rockco.com
(561) 617-8835
Biography +

CHRISTIAN J. BORODIAK

Client Associate
CBorodiak@rockco.com
(561) 617-8818
Biography +
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 Tax Advisor 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.

Sports & Entertainment Client Solutions

A highly personalized and tightly integrated suite of capabilities, geared toward professional athletes and entertainers, with services that translate wealth into an elevated lifestyle for you and your family to enjoy today and for generations to come.

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.

Sports & Entertainment Client Solutions

A highly personalized and tightly integrated suite of capabilities, geared toward professional athletes and entertainers, with services that translate wealth into an elevated lifestyle for you and your family to enjoy today and for generations to come.

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

• Family Legacy & Governance Advisory

• Bill payment

• Philanthropic advisory

• Human Resources Services

• Cash flow and liquidity planning

• Bill payment

• Next Gen Financial Education

• Aggregated Reporting

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 serves individuals, families and institutional investors whose focus on alpha generation requires an experiences partner with a demonstrable investment history. With more than 30 years of experience in global investing, we offer Equity and Fixed Income strategies whose performance over multiple market cycles is driven by a disciplined process and our collaborative culture.

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.

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"When people ask me why I think the family has succeeded, I almost always conclude that the family has chosen to have high level advisors whom they totally trust and who are not just yes-men and women but you know give their honest opinions."
David Rockefeller, Jr.
"What sets us apart is being entrust with the legacies of some of the world's most successful entrepreneurs, innovators, visionaries - and their families. Together, we view wealth not as a prize but as potential."
Gregory J. Fleming, President & CEO
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There is no Alternative
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Rockefeller Insights
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News
Business Wire - April 3, 2023
IGM Financial, a Member of the Power Corporation Group of Companies, Making Long-Term Strategic Investment in Rockefeller Capital Management; Becomes Shareholder Alongside Majority Investor Viking Global Investors
Business Wire - January, 13 2023
Rockefeller Capital Management Expands Presence in Texas, Welcomes First Austin-Based Private Advisor Team
Business Wire - November 4, 2022
Rockefeller Capital Management Welcomes The Maxwell Group, of The Woodlands, TX, to its Rockefeller Global Family Office
Business Wire - October 20, 2022
Rockefeller Asset Management Expands Team to Scale Existing Capabilities and Position Growth Centered on Strategic Partnerships
Business Wire - October 7, 2022
Rockefeller Capital Management Welcomes the Mooney Stanley Group, of Pepper Pike, OH, to its Rockefeller Global Family Office – Expanding Presence in Midwest
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

Rockefeller Financial LLC is a broker-dealer and investment adviser dually registered with the U.S. Securities and Exchange Commission (SEC);Member Financial Industry Regulatory Authority (FINRA), Securities Investor Protection Corporation (SIPC). Rockefeller Financial LLC is not a bank. Where appropriate, Rockefeller Financial LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Rockefeller Financial LLC are not FDIC insured, may lose value, are not bank guaranteed, not a bank deposit, and not otherwise insured by any federal government agency.

Investing involves risk, including the possible loss of principal. Past Performance is no guarantee of future results and no investment or financial planning strategy guarantees profit or protection.

Rockefeller Capital Management LLC and its affiliates do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
NELSON FARO

NELSON FARO

Private Advisor, Managing Director
Team Portfolio Management Director 

 

As the world and the industry continue to evolve, it is our role as Financial Advisors to work with you and your families to build a financial plan that is tailored to your goals. Our experienced team is aware of the complexities associated with wealth management and is here to guide you with confidence through preserving and growing your wealth.

Nelson has been a licensed investment professional for more than 30 years and prides himself on providing his clients a wide range of investment products and wealth management services to his clients. In 2015, for a sixth year in a row, he was named to the Barron’s Top 1200 Financial Advisors. He was also recognized by the South Florida Business Journal as a NABCAP Premier Financial Advisor for 2011.*

Nelson values building in depth and long-term relationships and providing exceptional client service. He focuses on portfolio management, equity research, portfolio hedging strategies and retirement planning.

 

*The Barron's rankings discussed above were designated on [2015] and last for a period of one year until new rankings are released. The general methodology criteria for Barron’s includes the following:  Each advisor—selected by Barron’s—is required to respond to a survey about their practice which Barron’s verifies and applies a proprietary rankings formula along with sub calculations to generate each designation. The formula features three major categories of calculations: assets, revenue, quality of practice. No compensation has been provided in connection with obtaining or using this award.

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FORREST FARO

FORREST FARO

Private Advisor, Senior Vice President
Sports and Entertainment Director

 

Prior to joining Rockefeller in 2021, Forrest was at Morgan Stanley for over 10 years where he was the teams Sports and Entertainment Director, First Vice President, Senior Portfolio Manager and Financial Advisor. He also held positions at UBS Financial Services. Through his experience, Forrest has a merited reputation for managing the complex and unique needs that professional athletes are faced with. Forrest has primarily advised players in the NBA and NFL although not limited to coaches, owners, and high profile entertainers.

In 2000, Forrest graduated from the University of Florida with a Bachelor of Arts in Finance, he spent a semester abroad studying at the American University of London, focusing on Global Business.

Forrest resides in Florida with his family.

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KYLE FARO

KYLE FARO

Private Advisor, Senior Vice President

 

Prior to joining Rockefeller in 2021, Kyle was at Morgan Stanley where he was the teams Sports and Entertainment Director, Family Wealth Advisor, Vice President, and Financial Advisor. Kyle began his career at UBS Financial Services where he spent two years as a Financial Advisor. Kyle graduated from the University of Central Florida with a Bachelor of Science Degree in Finance and is a CERTIFIED FINANCIAL PLANNER™.

Kyle focuses on utilizing the resources of his team and Rockefeller Capital Management to provide customized financial solutions and services to his clients. Working alongside his brother, Forrest, who is also a Sports and Entertainment Director and Private Wealth Advisor, they have attained access to world-class resources that allow them to understand the situations that their high profile clients face. Kyle primarily advises players in the NBA and NFL as well as owners and coaches of professional sports franchises.

Kyle Faro lives and plays in Miami Beach.

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RACHEL BAUM

RACHEL BAUM

Private Advisor, Vice President

 

Rachel has been a member of The Faro Group since 2010. In her role as a Private Advisor, she works with her clients on their individual investments.

In order to maximize her strong relationships with her clients, Rachel has adopted a “client-first” philosophy providing personalized service. Rachel is proactive and collaborative when working with clients and their changing objectives. Rachel takes pride in having open communication and dialogue around all of her client’s needs and concerns. She spends a significant amount of time addressing female-centered solutions to adhere to their specific needs. Rachel also enjoys organizing and coordinating educational and client events.

She received her Bachelor of Science in Economics from Brandeis University in 2003 and went on to earn a Master’s in Business Administration from the University of Miami in 2010.

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JANET KOLMETZKY

JANET KOLMETZKY

Senior Client Associate

 

Janet has over 20 years of experience as a Client Associate in the financial services industry. She has been working closely with clients since 2003, and prides herself on providing the high quality service they deserve. Janet is highly skilled in the new account opening process and enjoys interacting on a regular basis with clients.

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EILEEN CAMBERO

EILEEN CAMBERO

Senior Client Associate 

 

Eileen has worked in the financial services industry since 1991. Eileen became a Client Service Associate in 2005, following a position as an Assistant Operations Manager for a Trading Department. She is available to assist clients in any way they need, she is well versed in supporting the team with clients’ retirement and annuities needs.

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CHRISTIAN J. BORODIAK

CHRISTIAN J. BORODIAK

Client Associate

 

CJ Borodiak is a Client Associate and Analyst for the Faro Group at Rockefeller Capital Management. CJ supports a team that provides comprehensive advice, services, and reporting to High-net-worth individuals and their families. He primarily handles the operational aspects of client relationships, including data gathering and entry, account maintenance, and analyzing transactions. Areas of focus include day-to-day client service and reporting. 

Prior to joining Rockefeller Capital Management full-time, CJ interned for the Faro Group within Rockefeller Capital Management over the summer of 2021, assisting clients with their retirement needs, annuity needs and financial well-being. He aided in the transition of group office change by optimizing the data transferring process.  

CJ graduated from University of Tampa with a Bachelor of Science in Finance. He was a student-athlete on the Lacrosse team that won a National Championship. He holds the FINRA SIE, Series 7 and Series 66 licenses.

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