At The Zweig-Cohen Group, our mission is to serve you and your family. We are confidantes, counselors and navigators, dedicated to managing the complexities of family and wealth.
Located in New York City & Cleveland, The Zweig-Cohen Group provides wealth management and advisory services to clients as trusted fiduciary advisors.
Our planning-based approach and open-architecture platform are designed to provide our clients with expert, unbiased counsel and strategies tailored to their families’ evolving needs and 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.
We’re inspired that you’re here.
THE ZWEIG-COHEN GROUP
212-549-5143
Floor 5
New York, NY 10111
“Our relationship with each of our clients is deeply personal. Spending time listening and understanding their ‘Why,’ allows us to better develop their ‘How.’”
-Steven Cohen
MICHAEL ZWEIG
STEVEN COHEN, CEPA
AMANDA SASS
CHRISTOPHER TIELAND
Joseph D. Roberts
Chloe Duanshi, CFA®
Biography +
Jimmy C. Chang, CFA®
Biography +
Customized Investment Strategy Design
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.
• Financial Accounting & Bookkeeping
• Trust & Estate Planning
• Family Legacy & Governance Advisory
• Bill payment
• Philanthropic advisory
• Human Resources Services
• Cash flow and liquidity planning
• Bill payment
• Next Gen Financial Education
• Aggregated Reporting
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 serves individuals, families and institutional investors whose focus on alpha generation requires an experiences partner with a demonstrable investment history. With more than 30 years of experience in global investing, we offer Equity and Fixed Income strategies whose performance over multiple market cycles is driven by a disciplined process and our collaborative culture.
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.
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