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THE LINKER HODGES GROUP

We take pride in constructing tailored financial advice and seeking to ensure

our plans deliver real value to our clients

The Linker Hodges Group is an intergenerational team who is driven by the success of our clients. We are a team of highly accredited, passionate and devoted financial professionals who work with each client to understand their financial profile and goals. In return, we provide wealth management solutions and advice that suit their individual needs and lifestyles.

In order to deliver excellence, our team forges relationships built on trust and transparency. Our team works hand in hand with Rockefeller Capital Management to assemble in depth, comprehensive, and tailored financial strategies for each client.

The structure of our team allows us to relate to multiple generations. We strive to help our clients accumulate wealth and provide financial advice that maximizes long term value creation.

Contact us to learn more about how The Linker Hodges Group can help you and your family.

THE LINKER HODGES GROUP

(201) 879-9132

115 W Century Road
Suite 315
Paramus, NJ 07652

“Each client undergoes a complete financial ‘physical’, enabling our team to construct a plan that seeks to keep clients financially healthy, stable and confident. We conduct this ‘physical’ every year, allowing the plan to evolve and grow with the client.”

Noel B. Hodges, CPFA, CIMA, CRPC®, Private Wealth Advisor

At The Linker Hodges Group, we aim to help clients lead financially secure lives. We are committed to understanding their near- and long-term financial objectives and provide a hands-on approach. Our team consists of seasoned financial professionals who are dedicated to delivering dynamic and customized solutions.

DOUGLAS R. LINKER, CIMA®

Managing Director
Private Wealth Advisor 
DLinker@rockco.com
(201) 879-9130

NOEL B. HODGES, CPFA, CIMA®, CRPC®

Managing Director
Private Wealth Advisor
NHodges@rockco.com
(201) 879-9131

JOHN C. RAPPORT, CPFA, CFP®

First Vice President
Private Wealth Advisor
JRapport@rockco.com
(201) 879-9132

SUSAN E. LOPRESTI

Vice President
Trust & Estate Specialist
SLoPresti@rockco.com
(201) 879-9133

SCOTT N. BRECKENRIDGE, CRPC®

Vice President
Associate Private Wealth Advisor
SBreckenridge@rockco.com
(201) 879-9135

TRACY BRODERICK, AWMA®

Vice President
Senior Client Relationship Manager
TBroderick@rockco.com
(201) 879-9134

JEANNETTE L. MURILLO

Associate Vice President
Senior Client Associate 
JMurillo@rockco.com
(201) 879-9137

ADI B. MERCADO

Associate Vice President
Senior Client Associate 
AMercado@rockco.com
(201) 879-9138

ASHLEY BOLOGNA

Associate Vice President
Senior Client Associate 
ABologna@rockco.com
(201) 879-9136

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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.

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The outbreak of war in Ukraine has quickly galvanized the European Union’s commitment to reduce its reliance on Russian energy and accelerate its plans to increase the region’s renewable energy capacity. In this new commentary, we review the short- and long-term implications of this dynamic and the investment implications.
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DOUGLAS R. LINKER, CIMA®

DOUGLAS R. LINKER, CIMA®

Managing Director 
Private Wealth Advisor

 

Doug joined Rockefeller Capital Management in 2020 and is a founding partner of the group. Prior to Rockefeller he spent over 20 years at Merrill Lynch Wealth Management. He also ran the New York floor operations and was the head trader on the floor for Oppenheimer’s Commodity Division. He has decades of experience guiding clients in designing wealth management strategies to help navigate them through the next phases in their financial lives. These include strategies for estate planning services and retirement income, as well as income management and investing. He builds long-term relationships based on understanding and trust. Doug brings a distinct analytical intuition to the wealth management strategies he designs, educating clients on the potential and risks of numerous investment strategies and life choices.

Doug graduated from Rutgers University with a BA in Business Administration and went on to earn an MBA degree in finance at Columbia University. He holds the Certified Investment Management Analyst (CIMA®) designation, awarded by the Investments & Wealth Institute™.

Outside of the office, Doug is an avid golf and tennis player and also enjoys hiking, walking, cycling, gardening and anything outdoors. Doug is a long time resident of Ridgewood, New Jersey and now also spends time in Palm Beach Gardens, Florida. He is married to his wife of 34 years and his three kids live across America, sometimes globally, and thankfully they are all thriving.

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NOEL B. HODGES, CPFA, CIMA®, CRPC®

NOEL B. HODGES, CPFA, CIMA®, CRPC®

Managing Director 
Private Wealth Advisor

 

 

Noel joined Rockefeller Capital Management in 2020, and prior to that spent 18 years at Merrill Lynch Wealth Management as one of the original members of the team. Noel oversees the team’s business operations and focuses on client relationship management. He utilizes his analytical skills to help clients create sustainable wealth management and retirement strategies that are unique to each client. Noel has developed significant relationships with individuals and business owners who have entered the wealth accumulation phase. He understands the complex issues associated with the career-building generation and focuses on a strategy and execution of their personalized long term plan.

Noel was named to the Forbes “Top 250 Next-Generation Wealth Advisors” and Forbes “Best-in-State Next-Generation Wealth Advisors” lists in 2019.

He holds the Certified Investment Management Analyst® (CIMA®) designation, awarded by the Investments & Wealth Institute™, in addition he also holds the Chartered Retirement Planning Counselor(CRPC®) designation.

A graduate from Johns Hopkins University, Noel earned a bachelor’s degree in economics and a minor in entrepreneurship and management. He enjoys travelling and as a scratch golfer can often be found on the course. He is also a die-hard New York Giants and New York Mets fan. He lives in Glen Rock, New Jersey, with his wife and their two sons.

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JOHN C. RAPPORT, CPFA, CFP®

JOHN C. RAPPORT, CPFA, CFP®

First Vice President 
Private Wealth Advisor

 

John joined Rockefeller Capital Management in 2020 and spent the 10 years prior at Merrill Lynch Wealth Management. John works with a wide array of the team’s clients and 401k plans and is often a resource for the entire client base on specialties like Social Security claiming and college savings strategies. He leads the team’s trading and financial planning platforms and plays a key role in the portfolio review and wealth management practice.

John graduated from The College of the Holy Cross with a bachelor’s degree in psychology and minor in economics. While attending Holy Cross, John played varsity lacrosse and continues to play in men’s leagues and tournaments. John enjoys snowboarding, platform tennis, his new peloton bike, and is an ideal golf outing teammate because of his high handicap. He resides in Hoboken, New Jersey with his wife, Kristine and their newborn daughter.

John has obtained his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.

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SUSAN E. LOPRESTI

SUSAN E. LOPRESTI

Vice President 
Trust & Estate Specialist 

 

Susan joined Rockefeller Capital Management in 2020.  Prior to that she spent over 6 years at Merrill Lynch Wealth Management assisting clients with legacy planning, the settlement of estates and long term care solutions. Susan aids clients in constructing longevity strategies that are sustainable. She implements the right support structure and utilizes her background in estate administration to prepare clients for the unexpected.

Susan holds her Series 7, 66, and life, health and variable insurance licenses. While at Merrill Lynch, Susan completed the Longevity Training Program offered through the University of Southern California.  She graduated from The American University with a bachelor’s degree in Finance and currently lives with her husband in Fair Lawn.

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SCOTT N. BRECKENRIDGE, CRPC®

SCOTT N. BRECKENRIDGE, CRPC®

Vice President 
Associate Private Wealth Advisor 

 

Scott joined Rockefeller in 2020, and prior to that spent over 10 years at Merrill Lynch Wealth Management. Beginning his career during the 2008 financial crisis helped develop his knowledge around risk and diversification as it relates to comprehensive financial planning and portfolio management.

Over the years Scott has worked with individuals, families, and business owners to create customized financial plans based on individual goals. He uses a personalized approach to develop appropriate financial strategies for each relationship. Focused on strengthening relationships through ongoing communication and identification of client needs. Scott is a lead contact for cash flow management needs and liquidity planning. Scott routinely tracks your progress, offers guidance and advice as situations change throughout your lifetime and as you plan for future generations.

Scott graduated from Monmouth University with a bachelor’s degree in business administration and a concentration in finance. While working he achieved the Chartered Retirement Planning Counselor (CRPC®) designation to better assist clients at they plan for their future. Outside of the office, Scott is passionate about surfing and any associated traveling. He also enjoys snowboarding, live music, and cooking after growing up in his family bakery. He lives in Monmouth Beach, New Jersey with his fiancé.

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TRACY BRODERICK, AWMA®

TRACY BRODERICK, AWMA®

Vice President
Senior Client Relationship Manager 

 

Tracy joined Rockefeller in 2020 with The Linker Hodges Group.  She has over 30 years experience in the financial services industry and has been with The Linker Hodges Group since 2005.  In her role on the team, Tracy is a lead relationship manager for the Team’s High Net Worth and Ultra High Net Worth clients, focusing on delivering unparalleled service and client experience.  Every client is treated with the care and attention that our practice demands.

She holds the designation of Accredited Wealth Management Advisor (AWMA®).

Tracy is an animal lover and advocate, supporting local shelters, farm sanctuaries and rescues.  She is a runner, and as a member of the North Jersey Masters, participates in many 5k, 10k, and half marathon events. The TCS New York City Marathon will be her first 26.2 mile event in 2021 or 2022.   Having an affinity for foreign languages, Tracy speaks several languages, including Spanish and Italian as her favorites.  Tracy lives in Upper Saddle River, NJ with her husband.

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JEANNETTE L. MURILLO

JEANNETTE L. MURILLO

Associate Vice President 
Senior Client Associate 

 

Jeannette joined Rockefeller in 2020. She began her career with Merrill Lynch Wealth Management in 1993 and worked with a top tier Wealth Management team in New York City for over 15 years before she decided to stop and raise a family. While doing so, Jeannette was an avid volunteer for her children’s school districts and activities.

Jeannette began her 2nd career when her children were all teenagers. She has a passion for attention to detail and is committed to providing an exceptional level of service. Outside of the office she enjoys cooking and entertaining. Jeannette lives in Montvale, NJ with her husband and their three children.

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ADI B. MERCADO

ADI B. MERCADO

Associate Vice President
Senior Client Associate

 

Adi joined Rockefeller Capital Management in 2020. She began her financial career at Merrill Lynch in 2015, recruited to the team by Doug Linker who had experienced her customer service skills first hand while she worked in a bakery. Adi prides herself on building meaningful client relationships and has a meticulous eye for detail. She has an optimistic attitude and has a passion for client service.

Adi graduated from Montclair State University in 2015 with a major in Theater Studies and a minor in Art. Born in Israel but living most of her life in the United States, she is bilingual in Hebrew and English. In her time outside of the office she enjoys cooking, baking, and most of all traveling. She lives in Fair Lawn, New Jersey with her husband.

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ASHLEY BOLOGNA

ASHLEY BOLOGNA

Associate Vice President
Senior Client Associate

 

Ashley began her career in the financial services industry in 2019 with Merrill Lynch Wealth Management. Her commitment to excellence and passion for helping people enabled her to embrace the family office environment of The Linker Hodges Group. She prides herself on providing a seamless and efficient customer experience for every client. Ashley’s ability to build relationships coupled with her sense of urgency to address client issues and concerns has accelerated her learning curve and value proposition to both clients, their families, colleagues on the team and the firm.

Ashely earned a Bachelor’s of Science degree in Business Administration with a concentration in Finance from Montclair State University. She worked full time while pursuing her education. Her undergraduate education focused on many aspects of the financial industry. Of note, she participated in a unique program where she and a group of classmates created a strategic asset allocation fund used to help manage the University’s endowment. This and other experiences have led her to a professional career in the financial industry. Ashley holds the Series 7 and 66 FINRA registrations.

Ashley lives in Bergen County, NJ, and enjoys spending time with her friends and family. She has a passion for traveling, reading and attending sports events.

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