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THE QUACKENBUSH PANETTI GROUP

Welcome to the Rockefeller Global Family Office

Welcome.

We are inspired that you are here.

At The Quackenbush Panetti Group our mission is to serve you and your family with empathy and mutual trust. As your partner, we absorb the complex details around wealth objectives that may be at odds with each other and return simplicity in the form of an implementable plan. We are firmly grounded in client goals and more telling, results.

Our story is unique. Shirley Quackenbush and Robert Panetti have been serving clients as partners for over a decade, but from the perspective of different firms. Our team uses a multi-disciplinary wealth management process that we have honed over many years.

Prior to joining Rockefeller, Shirley built her career over 35 years as a Private Wealth Advisor at Merrill Lynch, JP Morgan and Hambrecht & Quist. She has been widely recognized as a top Private Wealth Advisor in the Nation and in California by Forbes and other organizations. Shirley has a deep understanding that wealth is defined by more than a balance sheet, rather, it encompasses the people and outcomes that clients deem most important.

Robert is a CFA Charterholder and was a Managing Director and Portfolio Manager with BlackRock, the largest global asset manager. While at BlackRock, Robert worked closely with Shirley for over a decade to construct risk-aware and tax-aware portfolios for clients that were informed by leading edge investment thought leadership and risk management.

Together we bring a perspective that brings the best of wealth management advisory with the best investment management thought leadership under one roof. Furthermore, 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.

Being a part of Rockefeller provides us with the opportunity to offer our clients unparalleled service, access to uncommon investment opportunities, a seamless digital platform, and access to premier lifestyle advisor partners.

We invite you to meet with us to discuss what is important to you.

THE QUACKENBUSH PANETTI GROUP 

(949) 736-5970
23 Corporate Plaze Drive
Suite 246
Newport Beach, CA 92660

“We realize that significant wealth requires anticipation, coordination, and relentless follow through; we make it our business to provide all three.”

Shirley Quackenbush, CPWA®, Managing Director, Private Wealth Advisor

Our team members not only have several years of experience within the broader financial services industry, but have also excelled in a diverse set of industry sub-verticals such as investment banking and portfolio management, giving us several lenses through which we can analyze each individual client’s needs.  

SHIRLEY QUACKENBUSH, CPWA®

Managing Director, Private Wealth Advisor
ShirleyQuackenbush@rockco.com
(949) 736-5970

ROBERT L. PANETTI, CFA®

Managing Director, Private Wealth Advisor
RPanetti@rockco.com
(949) 736-5971

MARGARET RICHARDSON, CFP®

Chief Operating Officer
MRichardson@rockco.com
(949) 736-5972

JENNIFER LONG, CFA®

Investment Analyst
JLong@rockco.com
(949) 736-5973

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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
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Planning in a Challenging Market
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SHIRLEY QUACKENBUSH, CPWA

SHIRLEY QUACKENBUSH, CPWA

Managing Director, Private Wealth Advisor 

 

Shirley’s career spans over 35 years in wealth management, most recently as Managing Director at Merrill Lynch Private Wealth Management. Prior to Merrill, she was a private wealth advisor at JPMorgan and Hambrecht & Quist. Driven to exceed expectations, Shirley serves clients with an intensity that mirrors her interest in their well-being. She recognizes that significant wealth can entail both complexity and opportunity, so she and her team focus on strategies that not only provide cutting edge investment solutions but also a tax-aware focus to preserve and transfer wealth effectively. Her clients are varied in industry and geography but are generally located nearby in California so that she can meet in person as often as possible. Shirley earned a B.S. in Marketing and Finance from the California State University, Long Beach. She holds the Certified Private Wealth Advisor® (CPWA®) designation from the Investments & Wealth Institute™ (The Institute) in conjunction with The University of Chicago Booth School of Business. Shirley was named to Forbes “Best-in-State Wealth Advisors” list* and Forbes “America’s Top Women Wealth Advisors” list** in 2018, 2019, 2020 and 2021.

Shirley is a past board member of Orange County United Way and Pediatric Cancer Research Foundation and is a founding member and past chair of the United Way Women’s Philanthropy Fund. She loves her home of almost 30 years in Corona del Mar, CA yet she loves to travel with her husband, particularly to Colorado during ski season, and to sunny locales when the weather is gloomy at the beach.

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ROBERT L. PANETTI, CFA®

ROBERT L. PANETTI, CFA®

Managing Director, Private Wealth Advisor 

 

Prior to joining Rockefeller, Robert spent 13 years at BlackRock – the largest asset manager in the world – where he was a Portfolio Manager and a Managing Director responsible for a team that managed portfolios for private clients and non-profits. While at BlackRock, Robert was a part of the Multi-Asset Solutions group that crafted customized solutions for clients that crossed asset classes and often involved synthesizing client objectives in a tax efficient manner. From 2007 to 2008, Robert was Chief Investment Officer for a Private Wealth unit at Tax & Financial Group, a partially owned subsidiary of Securian. Robert began his career with Capital Reserve Advisors, a Registered Investment Advisor in Newport Beach, where he worked as an analyst and portfolio manager from 1992 to 2007.

Robert earned a BA degree, cum, laude, in Economics from the University of California, Irvine in 1992. He is a CFA Charterholder and has served as President of the CFA Society of Orange County and as a President of the Newport Corporate Plaza Building Owners Association.

Robert grew up in Irvine and is a proud graduate of UCI where he played a lot of tennis in between economics and finance classes. He and his wife live in Corona Del Mar and enjoy following the sun to Palm Desert during the winter months.

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MARGARET RICHARDSON, CFP®

MARGARET RICHARDSON, CFP®

Chief Operating Officer 

 

Prior to joining Rockefeller in 2021, Margaret spent 7 years at Merrill Lynch Wealth Management. Prior to that she worked as a financial advisor and investment analyst in private banking and asset management for 15 years. She focused on concentrated stock strategies, alternative investments and active private company development for ultra-high net worth clients and family offices. Margaret also spent a few years working internationally in Argentina and Hong Kong with global and local companies. She enjoys adventure trips including scuba diving in the Great Barrier Reef and Palau, hiking in the Himalayas and Patagonia, and exploring the beaches and mountain trails in southern California. Margaret has a MBA in finance from The Wharton School at the University of Pennsylvania.

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JENNIFER LONG, CFA®

JENNIFER LONG, CFA®

Investment Analyst 

 

Prior to joining Rockefeller, Jennifer spent 6 years at BlackRock as a Portfolio Specialist within the Separately Managed Accounts business where she managed customized multi-asset portfolios for high-net worth individuals and institutions. She began her career in 2005 with Merrill Lynch Wealth Management in the Honolulu office as a Registered Senior Client Associate.

Jennifer earned a BA degree in Economics from the University of Hawaii at Manoa and is a CFA Charterholder. Being born and raised in Hawaii, it will always be her second home, so while she is not traveling somewhere to see her family and friends, Jennifer loves cooking, yoga and getting outdoors with her husband and daughter.

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