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Welcome to the Rockefeller Global Family Office

At The Tramontano Group we take a simplistic approach to wealth management; prioritizing our clients’ needs to better enable us in crafting a strategy aimed at achieving their various objectives. Our team understands the importance of building relationships across client generations as their financial aspirations evolve over time. We pride ourselves on being not only advisors but trusted partners and confidants for our clients and their families.

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.

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 advisory partners.



17806 IH 10 West
Suite 210
San Antonio, TX 78257

“The most rewarding aspect of working with our clients’ is being given the opportunity to become an integral part of their family’s financial future. We take pride in establishing wealth management plans that are designed to help enable our clients to achieve their near- and long-term goals.”

Michael Tramontano, CIMA®, Managing Director, Private Wealth Advisor 

Our team works closely together to curate wealth management plans aimed at guiding our clients on their respective financial journeys. We are dedicated to cultivating and maintaining relationships based on trust and transparencies.  


Managing Director, Private Wealth Advisor


Vice President, Private Wealth Advisor


Vice President, Private Wealth Advisor


Associate Vice President, Senior Client Service Associate


Associate Vice President, Senior Client Service Associate

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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
Broken Promises
Broken Promises
The rise and fall of an “altruistic billionaire”
Game of Thrones
Game of Thrones
Political fratricides & the weaponization of oil
Uniquely Rockefeller Special Client Event – Lessons from a Leading Growth Investor with Warburg Pincus CEO Chip Kaye
Uniquely Rockefeller Special Client Event – Lessons from a Leading Growth Investor with Warburg Pincus CEO Chip Kaye
A Conversation with Chip Kaye, CEO of Warburg Pincus
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Managing Director, Private Wealth Advisor


Michael joined Rockefeller in 2021 and has over twenty years of industry experience. Prior to Rockefeller, he advised his clients as a Managing Director with Merrill Lynch. Michael attained his Certified Investment Management Analyst (CIMA®) designation through the Wharton School of Business at the University of Pennsylvania. 

For enjoyment, Michael and his wife, Cyndi, focus on fly fishing, travelling and philanthropy. 

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Vice President, Private Wealth Advisor 


Quinton joined Rockefeller in 2021. Prior to Rockefeller, he spent five years at Merrill Lynch. Quinton has earned the Certified Exit Planning Advisor (CEPA) designation. He graduated from Baylor University where he met his wife Dusti.

Quinton is a member of the board for Global Chamber San Antonio. Global Chamber San Antonio is a community for local businesses looking for international connections and opportunities. He enjoys traveling, fishing, movies, and collecting fountain pens.

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Vice President, Private Wealth Advisor 


Bob joined Rockefeller in 2021. He has over twenty years of financial service experience and has held financial advisor roles with Merrill Lynch and BBVA. Bob holds bachelor’s and master’s degrees from The University of Texas at San Antonio, and he is a Certified Plan Fiduciary Advisor (CPFA).

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Associate Vice President, Senior Client Service Associate 


Roxiane joined Rockefeller in 2021 and has over thirty years of industry experience. Prior to Rockefeller she served The Tramontano Group and its clients as a Senior Registered Client Associate at Merrill Lynch.

Roxiane is active with the San Antonio Rodeo volunteer and American Cancer Society. She enjoys spending time with family, reading, swimming, and traveling.

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Associate Vice President, Senior Client Service Associate 


Courtney joined Rockefeller in 2021 and brings with her over twenty years of industry experience. Courtney graduated from The University of Texas at San Antonio.

Courtney enjoys spending time with her two sons and family and playing tennis.

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