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THE ZWEIG-COHEN GROUP

Welcome to the Rockefeller Global Family Office

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

45 Rockefeller Plaza
Floor 5
New York, NY 10111

“We understand the responsibility that goes hand in hand with proper wealth planning, and we incorporate every aspect of the clients’ lives and financial ambitions into the advice and solutions we offer.”

Michael Zweig

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

Managing Director, Private Wealth Advisor
MZweig@rockco.com
212-549-5140

STEVEN COHEN

Senior Vice President, Private Wealth Advisor
SCohen@rockco.com
212-549-5141

AMANDA SASS

Vice President
ASass@rockco.com
212-549-5142

CHRISTOPHER TIELAND

Vice President
CTieland@rockco.com
212-549-5143

Joseph D. Roberts

Head of Wealth Strategy

Chloe Duanshi, CFA®

Head of Investment Strategies, Rockefeller Global Family Office 
Biography +

Jimmy C. Chang, CFA®

Chief Investment Officer, Rockefeller Global Family Office
Biography +

Janet Welch

Head of Family Office Services
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 Tax Advisor 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

• 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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MICHAEL ZWEIG

MICHAEL ZWEIG

Managing Director, Private Wealth Advisor

 

Michael, alongside his team, joined Rockefeller Capital Management in November 2019 as a Managing Director and Private Wealth Advisor. His core responsibilities are to oversee the direction of his team while working closely with clients on their investment strategies.

Michael brings with him to Rockefeller close to 30 years of industry experience, including time spent at Morgan Stanley, J.P. Morgan Securities, and Merrill Lynch. While at these firms, Michael achieved recognition as Cleveland’s Top Money Manager (featured in Crain’s Business Magazine, in 2007), and has been listed in Baron’s top 1000 Money Managers (most recently in 2011). His investment philosophy focuses on extensive research and portfolio optimization through asset allocation.

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STEVEN COHEN

STEVEN COHEN

Senior Vice President, Private Wealth Advisor

 

Steven is a Senior Vice President and Private Wealth Advisor at Rockefeller Capital Management, joining the firm in November 2019. His responsibilities include business development, managing existing client relationships and investment strategy. He specializes in advising executives, entrepreneurs, and affluent families on how to navigate liquidity events by implementing strategies to help clients preserve and grow substantial wealth.

Steven has more than 20 years of investment experience, including most recently as a wealth advisor and portfolio manager at Morgan Stanley. Prior to Morgan Stanley, he was a portfolio manager focused on technology, media, and telecommunication sectors at a number of successful global hedge funds.

He is a licensed securities, mortgage and insurance broker, and holds a B.S. from the University of Pennsylvania, where he was a member of the Men’s Division 1 Soccer Team.

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AMANDA SASS

AMANDA SASS

Vice President

 

Amanda is a Vice President and Client Associate at Rockefeller Capital Management, joining the firm in November 2019 with over 8 years of industry experience.

 Amanda focuses on maintaining The Zweig group’s business strategies with a concentration on financial planning, reporting, marketing and client service. In her previous role with Morgan Stanley she was designated as a Financial Planning Specialist. As someone who interfaces with clients on a daily basis, she is dedicated to providing an enjoyable service experience for existing and prospective clients.

 She graduated with a degree in finance from Miami University.

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CHRISTOPHER TIELAND

CHRISTOPHER TIELAND

Vice President

 

Christopher (Chris) Tieland is a Vice President and Analyst at Rockefeller Capital Management, joining the firm in November 2019.

Chris graduated from The Ohio State University in 1996 and has been in the financial services industry for over 20 years. Chris’ responsibilities for The Zweig Group include investment analysis, trading, sourcing and distribution investment research and leading client service initiatives. He also holds the FINRA Series 7, 66, 9 & 10 licenses.

He and his wife Kelly are actively involved in their community where they served as foster parents before retiring after their last adoption.

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CHLOE DUANSHI, CFA®

CHLOE DUANSHI, CFA®

Head of Quantitative Research and Portfolio Construction

 

Chloe Duanshi is the Head of Quantitative Research and Portfolio Construction at Rockefeller Capital Management.

In this role, she is responsible for developing broad capital market outlooks – strategic and tactical asset allocation guidance – for the Rockefeller Global Family Office. Chloe also works with advisors and clients to construct bespoke multi-asset portfolios, utilizing both traditional and alternative investment strategies.

Prior to Rockefeller, Chloe was a cross-asset strategist at Morgan Stanley, where she specialized in asset allocation and portfolio construction for ultra-high net worth individuals, single family offices, endowments and foundations. Prior to Morgan Stanley, Chloe worked at BNP Paribas, where she was responsible for structuring custom leverage solutions for hedge funds within the equities and commodities derivatives space.

Chloe received her B.S. degree, manga cum laude, from the Sibley School of Mechanical and Aerospace Engineering at Cornell University and M.A. degree in Mathematics from Columbia University. Chloe is a CFA charter holder.

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JOSEPH ROBERTS

JOSEPH ROBERTS

Head of Wealth Strategy

 

Joseph Roberts is a Managing Director, Head of Wealth Strategy at Rockefeller Capital Management in Philadelphia. Prior to joining Rockefeller Capital, Joe worked for Zeke Capital, a National Multi-Family Office, and Abbot Downing, Wells Fargo’s Family Office. Joe started his career at PricewaterhouseCoopers in the Private Financial Services Consulting Group. Joe has spent his career advising families of unique wealth on their financial needs, including fiduciary administration, tax, wealth transfer and risk mitigation.

Joe is a member of the State Bars of Pennsylvania and New Jersey as well as the Tax Section of the American Bar Association. Joe earned a J.D. and Masters in Taxation from Villanova University, and B.A. from the University of South Florida.

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JIMMY C. CHANG, CFA®

JIMMY C. CHANG, CFA®

Chief Investment Officer, Rockefeller Global Family Office

 

Jimmy C. Chang, CFA®, is the Chief Investment Officer of the Rockefeller Global Family Office. He is a member of the firm’s Management Committee and is a Chartered Financial Analyst®.

Jimmy has spent more than 18 years with Rockefeller. Prior to becoming the Chief Investment Officer in 2020, Jimmy was the Chief Investment Strategist and a Senior Portfolio Manager at Rockefeller Asset Management, where he co-managed several equity strategies and had oversight of the Fixed Income group.

Before joining Rockefeller in 2004, Jimmy was a Senior Vice President, Chief Technology Strategist, and Senior Technology Analyst at the U.S. Trust Company of New York, where he led technology equity research and co-managed a technology fund. He previously served as a Senior Marketing Representative and an Advisory Systems Engineer at International Business Machines Corporation (IBM) from 1985 to 1994, where he was responsible for client relationship management, business volume, and profit attainments at major international financial services and banking accounts.

Jimmy earned an M.B.A. in Finance/International Business from New York University and a B.S. (summa cum laude) in Electrical Engineering from The Cooper Union.

He is a member of the Tau Beta Pi National Engineering Honor Society. He serves on the Investment Committee of the Foundation for Contemporary Arts.

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JANET WELCH

JANET WELCH

Head of Family Office Services 

 

Janet Welch is a Managing Director and the Head of Family Office Services at Rockefeller Capital Management. She is also a member of the Firm’s Management Committee.

In her role, Janet partners closely with colleagues in building out the operating platform for Family Office, and has oversight of Operations, Family Office Technology initiatives, Business Management, Bill Concierge, Tax Preparation Services, Financial Reporting, Marketing, and Finance.

Prior to joining Rockefeller, Janet was the Deputy Chief Operating Officer for the Dalio Family Office. While there, she oversaw transformation efforts, program management, the finance and accounting organization, and business continuity. Most recently, Janet was responsible for leading the transformation of key portions of the family office operations including the creation of a holistic security and risk program and the build-out of Human Resources capabilities. Previously, Janet held increasingly senior roles at organizations including Diageo North America, QSP Inc., and IBM. Janet completed her undergraduate degree at Rutgers University and received her M.B.A. at Pace University’s Lubin School of Business.

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