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THE HABLUTZEL GROUP

Welcome to the Rockefeller Global Family Office

At the Hablutzel Group, headquartered in Denver, CO, we focus on working with highly successful corporate executives, business owners, and retirees to help them better understand the complexities of their wealth. We see ourselves as their quarterback for their financial lives and are the first call they make with every important decision and life milestone. 

Our team’s depth of experience and understanding of our clients’ needs ensures long-lasting relationships built on transparency and trust. We engage with our clients not only through frequent phone calls and meetings but also exclusive events and opportunities. 

With the tools and resources of Rockefeller Capital Management, we deliver unparalleled family-office services, from financial and estate planning, to accounting, taxes and bill pay, to lifestyle advisory and strategic advisory. 

To learn more about how you can benefit from working with the Hablutzel Group, contact us. 

THE HABLUTZEL GROUP
972-761-5000
300 Crescent Court Suite 1450 Dallas, TX 75201
“What sets us apart is being entrusted 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
At the Hablutzel Group, our mission is to serve you and your family. We are confidantes, counselors, and navigators, dedicated to managing the complexities of family and wealth.

BRENT D. HABLUTZEL, CPWA®, CPFA™, CRPC®

Managing Director, Private Wealth Advisor
BHablutzel@rockco.com
(720) 792-0170

 

ZACHARY BOND-STEFO

Vice President, Private Wealth Advisor
ZBond-Stefo@rockco.com
(720) 792-0171

 

LORI C. CADDEY

Associate Vice President, Senior Client Associate
LCaddey@rockco.com
(720) 792-0172
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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
Rockefeller Insights
Uniquely Rockefeller Special Client Event – Jack Brennan
Uniquely Rockefeller Special Client Event – Jack Brennan
A Conversation with Jack Brennan, Chairman Emeritus and Senior Advisor to Vanguard
Fed will likely cap rates around 3.5%, says Rockefeller Capital Management's Greg Fleming
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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Brent Hablutzel, CPWA®, CPFA™, CRPC®

Brent Hablutzel, CPWA®, CPFA™, CRPC®

Managing Director, Private Wealth Advisor

 

Brent joined Rockefeller Capital Management in February 2022 after an 18-year career at Merrill Lynch Wealth Management.  Over the last 2 decades, Brent has been recognized on a national level for delivering excellence for his clients. *In 2021, Brent was named to the Forbes “Best-in-State Wealth Advisors” list for the 4th consecutive year and recognized by Barron’s “Top 1200 Financial Advisors” list for the 6th consecutive year. 

Brent started with Merrill Lynch in January of 2004 after earning his MBA from the University of Oxford in Oxford, England. At Oxford, he focused on modern portfolio theory and financial management. Before attending Oxford, Brent held several technical sales and management positions for two Fortune 500 companies, General Electric and Eastman Chemical Company. 

Brent also has a Bachelor of Science in Chemical Engineering from the Colorado School of Mines, where he graduated #1 in his class in 1996. At CSM, Brent was a Boettcher Scholar, a member of the NCAA Division II Wrestling Team and in Beta Theta Pi Fraternity. 

Brent was raised in Berthoud, Colorado. He and his wife, Laura, live in Castle Rock with his two kids. Brent enjoys the blessing of being a husband and father, staying involved in his family’s church, and is trying to become a better golfer at the Country Club of Castle Pines.   He is also passionate about his volunteer work but finds particular meaning in assisting his community with teen suicide prevention campaigns. 

 

*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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Lori C. Caddey

Lori C. Caddey

Associate Vice President, Senior Client Associate

 

Lori joined Rockefeller Capital Management in February of 2022. Prior to joining Rockefeller, she was part of the Merrill Lynch Wealth Management team for over 30 years.  Through the years, she has developed close working relationships with clients and has served as an invaluable part of the client/advisor team. Lori has worked in an administrative role providing all the support critical to making the client experience enjoyable and easy. Lori holds a Bachelor’s Degree from Metropolitan State university, having majored in Business Management and Marketing. She enjoys cooking, sports activities and spending time with family, friends and her 2 dogs. 

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Shayna Yallaly

Shayna Yallaly

Registered Client Associate

 

Shayna Yallaly is a Registered Client Associate at Rockefeller Capital Management. She specializes in planning and is currently working towards her CRPC®. Previously, Shayna worked with Merrill Lynch as a Client Associate on The Hablutzel Group. She held positions at Fidelity Investments as a Relationship Manager and Empower Retirement as a Retirement Consultant. 

Shayna graduated from Loyola Marymount University with a Bachelor's Degree in Finance and a minor in Chinese, where she played indoor volleyball and sand volleyball. Shayna also spent time studying at The International Business and Economics school in Beijing. She was a member of Delta Gamma Sorority, and throughout her education led her chapter as the Vice President of Finance. She was also a member of the Beta Gamma Sigma Honor Society. 

Outside of work, Shayna enjoys traveling, hiking, snowboarding, volleyball and spending time with her family and her 2 dogs, Ziggy and Yoshi. 

 

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Zachary Bond-Stefo

Zachary Bond-Stefo

Vice President, Private Wealth Advisor

 

Zachary is a Private Wealth Advisor on The Hablutzel Group at Rockefeller Capital Management. Prior to joining Rockefeller Capital Management, he began his career at Merrill Lynch in 2019, as a part of The Hablutzel Group. During his tenure, Zachary enhanced the client experience by diligently setting a high standard of excellence in the investment industry for retirees, business owners and executives. Zachary has also enrolled in the CFA® program to obtain the highest standard of credentials in the global investment management industry and passed Level I of the CFA® exam. 

Prior to joining Merrill Lynch, Zachary worked as a collegiate football coach at Colorado State University and Central Michigan University. Zachary earned an MBA from Florida Atlantic University and a B.A. in Economics from Colorado State University. Zachary was a football player for both Universities. 

Outside of the office, Zachary, his wife Carolina, and their dog Rex enjoy traveling, cooking, cycling, and practicing yoga together. Zachary is a native to Colorado but resides in Ponte Vedra, Florida with his wife and dog. He is deeply devoted to his Catholic faith, his family and his friends. He frequently travels to Colorado to visit his family and enjoy the Rocky Mountains. 

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