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THE HLB GROUP

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At The HLB 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.

Located in Atlanta, GA, The HLB Group provides wealth management and advisory services to clients as trusted fiduciary advisors.

Our planning-based approach and open-architecture platform are designed to provide our clients with expert, unbiased counsel and strategies tailored to their families’ evolving needs and goals.

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. The trends they have weathered, the familial bonds they have bolstered, and the positive impact they have had on society are our benchmark.

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THE HLB GROUP

(404) 942-3047

3060 Peachtree Road NW
Suite 110
Atlanta, GA 30305
“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 HLB 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.

MICHAEL P. HALL

Private Advisor, Managing Director
mhall@rockco.com
404-942-3041

Biography +

CORY ALAN BRYSON, CFA®, CFP®

Investment Manager, Senior Vice President
cbryson@rockco.com
404-942-3042

Biography +

MICHAEL LEPORE

Private Advisor, Vice President
mlepore@rockco.com
404-942-3047

Biography +

RIA PARIKH

Financial Analyst, Analyst
Raparikh@rockco.com
404-942-3072
Biography +

Jimmy C. Chang, CFA®

Chief Investment Officer, Rockefeller Global Family Office
Biography +

Chloe Duanshi, CFA®

Head of Investment Research & Strategy
Biography +

Jackie Klaber

Head of Opportunistic Investing 
Biography +

Joseph D. Roberts

Divisional Director, Rockefeller Global Family Office
Biography +

James M. Beale

National Business Development Director
Biography +

Michael Brakey

Head of Strategic Client Solutions
Biography +

David O'Leary

Head of Insu. & Annuities, SVP
Biography +

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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.

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.
  • Investment Advisory
  • Wealth Advisory
  • Family Office Solutions
  • Strategic Client Solutions
  • Trustee Services and Estate Planning
  • Philanthropic Advisory

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.

"Helping our clients successfully navigate the complexities of wealth management starts with treating them like family; the relationships we cultivate serve as the foundation for the legacies our clients leave behind."
Michael P. Hall, Private Advisor, Managing Director
Our Ideas
There is no Alternative
There is no Alternative
The death of the U.S. Dollar's reserve currency status is greatly exaggerated
Skirting The Maginot Line
Skirting The Maginot Line
Old-Fashioned Bank Runs in Internet Time
Canary in the coal mine
Canary in the coal mine
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.
MICHAEL P. HALL

MICHAEL P. HALL

Managing Director – Private Wealth Advisor

 

Michael P. Hall is a Managing Director and Private Wealth Advisor for Rockefeller Capital Management. Michael began his career at Merrill Lynch as a Financial Advisor in the Atlanta office in 1996. He was selected to join the leadership team in Merrill Lynch’s Global Private Client Group in 2004. Michael served in a number of management roles in New York City and New Jersey between 2004-2008. He returned to Atlanta in 2008 to serve as the Market Executive for the Atlanta Metropolitan Wealth Management offices.

 

With his partners, Michael has built the HLB Group to focus on providing clients with a comprehensive wealth management approach. Michael has built a strong reputation and network over his career that has positioned him to be a trusted advisor, friend, and partner to many ultra-high-net worth individuals, private business owners, C-Suite executives, and their families.

 

Michael resides in Atlanta with his wife, Dawne, and their four children. Michael holds a BA from Wake Forest University.

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CORY ALAN BRYSON, CFA®, CFP®

CORY ALAN BRYSON, CFA®, CFP®

Senior Vice President, Analyst 

 

Cory Bryson is a Senior Vice President and Chief Investment Officer for the HLB Group at Rockefeller Capital Management. Before Rockefeller, Cory joined Merrill Lynch in 2006 after being the regional investment analyst for Deutsche Bank Alex Brown in Atlanta. Prior to Deutsche Bank, Cory worked for AXA/Equitable creating customized financial plans for high-net worth individuals.

 

Cory’s role at Rockefeller is to construct, implement, and monitor portfolios for high-net worth clients. His focuses include building these tailored portfolios as well as actively researching and performing due diligence on new opportunities that align with our client’s long-term financial objectives.

 

Cory holds a BA from Western Carolina University, the Chartered Financial Analyst ™ (CFA) designation and the CERTIFIED FINANCIAL PLANNER ™ (CFP) certification.

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MICHAEL LEPORE

MICHAEL LEPORE

Vice President, Private Wealth Advisor

 

Michael T. Lepore is a Vice President for the HLB Group at Rockefeller Capital Management. Prior to joining Rockefeller in March of 2019, he began his wealth management career at Merrill Lynch in Atlanta.

 

Michael focuses on the intricate and diverse needs of high-net worth individuals, private business owners, public company executives, professional athletes, and their families. With his partners, he has built a team that is focused on providing clients with a holistic wealth management approach which includes estate planning and family office services.

 

Outside of the office, Michael is passionate about helping others especially through coaching youth basketball. He loves connecting with others, learning their stories, and then finding an opportunity to impact their lives. There is nothing he enjoys more than spending time with his wife, Kaitlin, and son, and daughter.

 

Michael attended Wake Forest University where he graduated in 2009 with a BS in Finance. He was a member of the basketball team and was rewarded by being named 4 times to the ACC All-Academic Honor Roll.

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JIMMY C. CHANG, CFA®

JIMMY C. CHANG, CFA®

Chief Investment Officer, Rockefeller Global Family Office 

 

Jimmy C. Chang, CFA®, is the Chief Investment Officer of the Rockefeller Global Family Office. He is a member of the firm’s Management Committee and is a Chartered Financial Analyst®.

Jimmy has spent more than 18 years with Rockefeller. Prior to becoming the Chief Investment Officer in 2020, Jimmy was the Chief Investment Strategist and a Senior Portfolio Manager at Rockefeller Asset Management, where he co-managed several equity strategies and had oversight of the Fixed Income group.

Before joining Rockefeller in 2004, Jimmy was a Senior Vice President, Chief Technology Strategist, and Senior Technology Analyst at the U.S. Trust Company of New York, where he led technology equity research and co-managed a technology fund. He previously served as a Senior Marketing Representative and an Advisory Systems Engineer at International Business Machines Corporation (IBM) from 1985 to 1994, where he was responsible for client relationship management, business volume, and profit attainments at major international financial services and banking accounts.

Jimmy earned an M.B.A. in Finance/International Business from New York University and a B.S. (summa cum laude) in Electrical Engineering from The Cooper Union.

He is a member of the Tau Beta Pi National Engineering Honor Society. He serves on the Investment Committee of the Foundation for Contemporary Arts.

 

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CHLOE DUANSHI, CFA®

CHLOE DUANSHI, CFA®

Head of Investment Research & Strategy

 

Chloe Duanshi is a Managing Director and the Head of Investment Research & Strategy for the Rockefeller Global Family Office. She is a member of the firm’s Management Committee.

As the Head of Investment Research & Strategy, Chloe is responsible for developing broad capital market outlook across asset classes as well as designing strategic and tactical asset allocation guidance for the Rockefeller Global Family Office. Chloe is also focused on working with clients to construct bespoke, institutional-caliber portfolios with traditional and alternative investment solutions, utilizing proprietary portfolio construction techniques that seek to identify and capture a diversified collection of unique, fundamental return drivers.

Before joining Rockefeller, Chloe was a cross-asset strategist at Morgan Stanley, where she specialized in asset allocation and portfolio construction for ultra-high net worth individuals, single family offices, endowments, and foundations. Prior to that, Chloe spent a number of years at BNP Paribas in equities and commodities derivatives.

Chloe received her B.S. degree, magna cum laude, from the Sibley School of Mechanical & Aerospace Engineering at Cornell University and M.A. degree in Mathematics from Columbia University. Chloe is a CFA® charterholder.

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JACKIE KLABER

JACKIE KLABER

Head of Opportunistic Investing

 

Jackie C. Klaber is a Managing Director and the Head of Opportunistic Investing at Rockefeller Capital Management. She is a member of the Management Committee, the New Products Committee, the Manager Selection Committee, and the Rockefeller Capital NextGen Leadership Council. Jackie is responsible for sourcing and structuring differentiated alternative investment opportunities for the firm’s clients.

Jackie previously worked at Goldman Sachs & Co. in the Alternative Investments & Manager Selection division, where she was responsible for sourcing and diligencing a range of alternative investments over time, including in hedge funds, private equity, and credit. Jackie also served as a Business Unit Manager and as a Member of the Data Science Committee.

From 2012-2014, Jackie worked at Citigroup with the management team of the Investment Banking division. Prior to these roles, she graduated from Yale Law School / Yale School of Management, where she completed a J.D./M.B.A. and served as an editor of The Yale Law Journal. She has experience at the U.S. Department of the Treasury, Covington & Burling LLP, and the Yale Investments Office.

Jackie received a bachelor’s degree from Yale College and a master’s degree from Columbia University. She is a member of the New York State Bar Association and the Brookings Council as well as a Term Member at the Council on Foreign Relations. She serves on the Board of the Yale Law School Fund.

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JOSEPH D. ROBERTS

JOSEPH D. ROBERTS

Divisional Director, Rockefeller Global Family Office

 

Joseph Roberts is a Managing Director and Divisional Director for the new North Atlantic Division of the Rockefeller Global Family Office. He is a member of the firm’s Management Committee.

Prior to joining Rockefeller Capital, Joe worked for Zeke Capital, a National Multi-Family Office, and Abbot Downing, Wells Fargo’s Family Office. Joe started his career at PricewaterhouseCoopers in the Private Financial Services Consulting Group. Joe has spent his career advising families of unique wealth on their financial needs, including fiduciary administration, tax, wealth transfer, and risk mitigation. Joe is a member of the State Bars of Pennsylvania and New Jersey as well as the Tax Section of the American Bar Association.

Joe earned a J.D. and Masters in Taxation from Villanova University and B.A. from the University of South Florida.

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JAMES M. BEALE

JAMES M. BEALE

National Business Development Director

 

James M. Beale is a Managing Director and National Business Development Director for Rockefeller Capital Management. He is a member of the firm’s Management Committee. James is responsible for developing and enhancing Rockefeller Capital Management’s Capital Markets capabilities. Additionally, James is focused on the constant development and enhancement of the Managed Platform.

James joined Rockefeller in April 2020 after 16 years at Merrill Lynch, where he was a Managing Director and Head of Capital Markets Sales within the Investor Solutions Group.

In prior roles at Merrill Lynch, James served as a Northeast Regional Director for Structured Investment Sales and held leadership positions in Equity Syndicate and Product Origination.  Before joining Merrill Lynch in 2004, James started his career at Scudder Investments serving in both Origination and Distribution roles after concluding a professional hockey career in Europe and the U.S. James is an active advocate for victims of pediatric cancer and serves as a Trustee and Advisory Director on the board of The Arms Wide Open Childhood Cancer Foundation. A graduate of Wagner College, James holds his Series 7,24, 63 and 65 licenses.

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MICHAEL BRAKEY

MICHAEL BRAKEY

Head of Strategic Client Solutions 

 

Michael Brakey is Managing Director and the Head of Strategic Client Solutions for Rockefeller Capital Management which includes the Credit, Banking, Insurance, Annuity and Retirement businesses. Mr. Brakey also serves on the Rockefeller Capital Management Committee. Prior to joining Rockefeller, Mr. Brakey was a Managing Director at Morgan Stanley, which he joined in 2011 to help accelerate the firm’s banking growth strategy. At Morgan Stanley, he ran High Net Worth lending and led Private Banking Group strategy. Prior to joining Morgan Stanley, Mr. Brakey spent 17 years at Merrill Lynch, later Bank of America Merrill Lynch, where he finished as a Managing Director and Head of Global Wealth Credit Strategy and Investment Lending. Before that, he headed the Consumer Lending as well as the Global Securities-Based Lending businesses and ran the Business Financial Services Western Division.

Mr. Brakey began his career in the Corporate Lending unit of Bank One (now JPM) and is a Chartered Financial Analyst (CFA). Mr. Brakey received his MBA from the Cox School of Business at Southern Methodist University and his bachelor’s degree from the University of Texas at Austin.

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DAVID O’LEARY

DAVID O’LEARY

Head of Insu. & Annuities, SVP

 

David O’Leary is a Senior Vice President and the Head of Insurance and Annuity at Rockefeller Capital Management. In this capacity he manages the insurance, annuity, private placement, long term care businesses, as well as the property and casualty and commercial insurance partnerships.

Prior to joining Rockefeller, David was Vice President, Wealth Strategies Group, at Ayco, a Goldman Sachs Company, responsible for the annuity business, private placement insurance, and led a nationwide team of specialists responsible for various insurance businesses. Prior to joining Ayco in 2009, he served as a Regional Vice President at the Equitable Life Ins. Co. responsible for distribution in the state of Maryland and as an Advanced Markets Attorney.

David is a trustee at Make-A-Wish Northeast New York.

He is a Cross and Crown, magna cum laude graduate from Boston College’s Honor’s Program, received his J.D. from Boston College Law School, and MBA from the Boston College Carroll School.

 

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RIA PARIKH

RIA PARIKH

Financial Analyst, Analyst 

 

Ria A. Parikh is an Analyst for the HLB Group at Rockefeller Capital Management. Prior to joining Rockefeller in January 2023, she began her career in management consulting at Athena Global Advisors in Philadelphia. 

Ria’s role with HLB includes client focused support along with investment analysis, detailed performance reporting, and wealth management planning. Ria enhances the client experience by personalizing her approach to manage clients’ complex needs. 

Ria received her B.A. from the University of Notre Dame in 2021. She grew up in Atlanta and graduated from the Westminster Schools in 2017.  

In her free time, Ria enjoys baking, reading a good book, and watching football with her three brothers.  

 

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