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THE JACOBS GROUP

Welcome to the Rockefeller Global Family Office

At The Jacobs Group the multigenerational nature of our team is complimentary to the approach we take towards wealth management. Each team member brings a highly differentiated skill set to the clients we service. We are meticulous planners taking our time to carefully review our clients’ needs in order to curate wealth management strategies that are aligned with their 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.

To be nimble and steady, flexible yet uncompromising, personal yet always professional. To be singular in our mission, and singularly committed to our clients and their needs. To preserve and grow the legacies of the exceptional families and institutions we serve. This is why we are here. This is Rockefeller Capital Management.

Being a part of Rockefeller enables our team to provide our clients with access to compelling investment solutions, cutting edge technology and family office management. We would be honored to put our experience to work for you. 

THE JACOBS GROUP

463-426-4664

880 W Monon Green Boulevard
Suite 101
Carmel, IN 46032

“Together our team boasts decades of investment experience which has given us a differentiated perspective on the evolution of the markets and global economy.”

Chris Jacobs, Managing Director, Private Wealth Advisor

Our teams’ approach caters not only to the more mature generation looking at near term monetization of assets, but also considers the financial resources that may be required by future generations. We work closely with families to ensure all generations appreciate the importance of having a sound wealth management strategy.

CHRIS JACOBS

Managing Director,
Private Wealth Advisor
CJacobs@rockco.com
463-426-4660

MARGOT DWYER

First Vice President,
Private Wealth Advisor
MDwyer@rockco.com
463-426-4661

STEPHEN A. RANDOLPH

Vice President,
Private Wealth Advisor
SRandolph@rockco.com
463-426-4662

JOSH GOLDBERG

Vice President,
Private Wealth Advisor
JGoldberg@rockco.com
463-426-4663

AUDREY CRUMP

Client Associate
ACrump@rockco.com
463-426-4664

SHELLY PIMENTAL

Client Associate
SPimental@rockco.com
463-426-4651

CHLOE DUANSHI, CFA®

Head of Quantitative Research & Portfolio Construction

CHERYL ROWAN

Investment & Portfolio Strategist- CIO Office

MICHAEL BRAKEY

Head of Strategic Client Solutions

ELISABETH "LISI" MADDEN

President of Rockefeller Trust Company

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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
Policy Risks Galore
Policy Risks Galore
No more financial sedatives; bye-bye, TINA
Everest is Not the Tallest Mountain
Everest is Not the Tallest Mountain
Each economic cycle has its own unique characteristics that make forecasting and market timing so difficult. In this quarter’s edition of Global Foresight, we examine why investors should rethink how they measure inflation and economic growth. The issue also explores some of the more forward-looking indicators that should become increasingly utilized by investors to monitor the health and prospects of the economy.
The Big Heist
The Big Heist
Crypto woes; a black swan fait accompli
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CHRIS JACOBS

CHRIS JACOBS

Managing Director, Private Wealth Advisor 

 

Chris joined Rockefeller in 2021 and is the founder and leader of The Jacobs Group. Chris began his career with Merrill in 1989 and joined Merrill Private Wealth Management (formerly the Private Banking and Investment Group) in 2006. He has significant experience in working closely with affluent individuals and families on their diverse wealth management needs, as well as providing the same to certain institutional clients. Chris has enjoyed national recognition as a Private Wealth Advisor but believes the focus should be on the service, solutions and performance The Jacobs Group delivers to its clients.

Chris graduated from Indiana University with a degree in Economics. He is active in the community and has served a variety of civic and philanthropic organizations in multiple capacities. Chris resides in Carmel with his family.

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MARGOT DWYER

MARGOT DWYER

First Vice President, Private Wealth Advisor 

 

Prior to joining Rockefeller in 2021, Margot had been at Merrill Lynch Wealth Management since 2000. She focuses on the financial planning process, family governance and generational wealth transfer. She has significant experience and expertise educating clients on various strategies related to equity compensation.

Margot is a CFP® certificant, awarded by the Certified Financial Planner Board of Standards, Inc. She graduated Magna Cum Laude from Ball State University with a degree in Corporate Finance and Financial Institutions.

Margot resides in Carmel with her husband and 3 children. She and her family are instrumental in the foster and adoption of animals locally through Redemption Rescue and are involved in various other volunteer activities.

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STEPHEN A RANDOLPH

STEPHEN A RANDOLPH

Vice President, Private Wealth Advisor 

 

Stephen joined Rockefeller in 2021. He is a financial advisor that focuses on comprehensive and adaptive wealth management strategies. His tenure as a healthcare professional helps him to understand and implement a client centered practice that prioritizes the larger intentions of family wealth.

Stephen graduated from the University of Minnesota, where he contributed to healthcare research. He is active in the community with children’s financial literacy, and aging adult healthcare access programs.

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JOSH GOLDBERG

JOSH GOLDBERG

Vice President, Private Wealth Advisor 

 

Josh joined Rockefeller in 2021. He is a financial advisor that focuses on delivering all-inclusive wealth management strategies from family legacy structure to seasonal cash management for professional athletes. Josh prides himself on consistent communication and substantial service, working closely with clients to identify and help achieve their primary goals.

Josh graduated from Butler University with Bachelor’s degree in both Finance and Management Information Systems, where he pitched for the Dawgs.

He is active with his alma mater and with the local Jewish community.

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AUDREY CRUMP

AUDREY CRUMP

Client Associate 

 

Audrey joined Rockefeller in 2021. She is a Private Wealth Client Associate, focusing on account coordination and client services. She prioritizes the client experience, execution and accuracy.  Prior to starting her career in financial services, Audrey graduated from Ball State University.

Audrey is from Carmel, IN. and an active participant in the community, regularly organizing support for the Starkey Hearing Foundation. She enjoys the outdoors, and traveling.

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JESSICA REYNOLDS

JESSICA REYNOLDS

Client Associate 

 

Jessica joined Rockefeller and The Jacobs Group in 2021. Prior to Rockefeller, she spent ten years with Merrill Lynch most recently as a divisional recruiter and part of the Midwest divisional team. She now primarily focuses her time with The Jacobs Group supporting client operations.

Jessica is a graduate of Indiana University and lives in Zionsville with her husband and two sons. She is involved with many local charities.

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CHLOE DUANSHI, CFA®

CHLOE DUANSHI, CFA®

Head of Quantitative Research & Portfolio Construction

 

Chloe Duanshi is a Managing Director and the Head of Quantitative Research & Portfolio Construction for Rockefeller Capital Management. She is a member of the firm’s Management Committee.

As the Head of Quantitative Research & Portfolio Construction, 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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CHERYL ROWAN

CHERYL ROWAN

Investment & Portfolio Strategist, CIO Office

 

Cheryl Rowan is the portfolio construction and investments specialist on the RCM Products team. She is responsible for assisting advisors in asset allocation and equity portfolio construction. As part of this role, Cheryl builds and maintains a suite of equity-related model portfolios appropriate for various investor goals. She also offers guidance along with specific portfolio recommendations for investor equity portfolios.

Prior to joining RCM, Cheryl spend over 30 years at Bank of America Merrill Lynch (BAML) in a variety of positions. Most recently, she was a ML Financial Advisor, managing equity assets for colleagues and managing wealth for high net worth clients. Before that, she spent 27 years in BAML Research, the last four as the co-head of Wealth Management Research. In that role, Cheryl co-authored the firm’s most-read publication and was responsible for all equity research content tailored for individual investors. Additionally, she was head of the Research Portfolios Group that constructed and managed nine equity portfolio models that were implemented in over 150,000 client accounts. While in BAML Research, Cheryl also sat on several committees, including the weekly stock selection committee, the diversity recruiting committee and served as head of Research recruiting at Cornell University. She was also a senior mentor for junior analysts and summer interns in the Research department.

Cheryl started her career at Merrill Lynch in the Corporate Development Program rotating through various product areas and spent ten years as an analyst on the Investment Strategy team within the Research division, using economic and momentum models to develop asset allocation and equity sector/industry strategy. In this role, she was a recipient of the President’s Award for outstanding contributions to the firm. She appeared frequently on financial network news programs such as CNBC, Bloomberg TV, CNN’s FN and was quoted in The New York Times, Fortune, Business Week, Smart Money, Time and Individual Investor. Cheryl holds an M.B.A. in finance/marketing from Cornell University and a B.S. in chemistry from Muhlenberg College.

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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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ELISABETH “LISI” MADDEN

ELISABETH “LISI” MADDEN

 President of Rockefeller Trust Company, N.A

 

Elisabeth “Lisi” Madden is a Managing Director and President of Rockefeller Trust Company, N.A. at Rockefeller Capital Management. She is a member of the firm's Management Committee. 

Prior to joining Rockefeller, Lisi was an associate with Milbank LLP for seven years, focusing on estate planning and administration of trusts and estates. Lisi holds a B.A. from the University of Pennsylvania and a M.Sc. from the London School of Economics. She also holds a J.D. from Vanderbilt University Law School and an Advanced Certificate in the field of Estate Planning from New York University School of Law. Lisi is a member of the New York State Bar Association.

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SHELLY PIMENTAL

SHELLY PIMENTAL

Client Associate

 

Shelly Pimental is a Client Associate at Rockefeller Capital Management. Prior to joining Rockefeller in 2021, Shelly had been at Merrill Lynch Wealth Management since 2018. She acts as a resource to our clients and focuses on providing a high-touch, exceptional service experience. Prior to her career in financial services, Shelly served in the United States Air Force and is a graduate of the University of Florida. 

Shelly resides in Carmel with her 3 children. She and her family are actively involved in Caring Cub, a nonprofit organization focusing on the safety, health and wellbeing of babies and young children. Shelly also enjoys racing J/24 sailboats. 

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