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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

JESSICA REYNOLDS

Client Associate
JReynolds@rockco.com
463-426-4665

CHLOE DUANSHI, CFA®

Managing Director, Head of Quantitative Research & Portfolio Construction

CHERYL ROWAN

Managing Director, Investment & Portfolio Strategist

MICHAEL BRAKEY

Managing Director, Head of Strategic Client Solutions

ELISABETH MADDEN

Managing Director, Senior Trust & Estate Advisor

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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.

Our Ideas
Engaging Ideas:  Utilities Sector - Unlocking the Vast Potential of an Increasingly Electrified World
Engaging Ideas: Utilities Sector - Unlocking the Vast Potential of an Increasingly Electrified World
In the latest edition of our “Engaging Ideas” commentary series, Jose Garza, Senior Equity Analyst – Thematic Investments, provides his views on the utilities sector, which may be a source of compelling investment opportunities as the world shifts toward clean electrification.
Tomorrow's News Today
Tomorrow's News Today
Anticipating 2022’s headlines
Constructive Engagement Series: Campaign to Protect Privacy and Secure Sensitive Data
Constructive Engagement Series: Campaign to Protect Privacy and Secure Sensitive Data
Our “Engagement to Protect Privacy and Secure Sensitive Data” campaign targeted portfolio companies where privacy and data security were identified as material ESG issues and where our research identified gaps in performance or disclosure compared to best practice.
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