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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.


(212) 549-5130

45 Rockefeller Plaza
Floor 5
New York, NY 10111

“What sets us apart is being entrusted with the legacies of some of the world’s most successful entrepreneurs, innovators, visionaries — and their families. Together, we view wealth not as a prize but as potential.”

Gregory J. Fleming

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.


Managing Director, Private Wealth Advisor


Senior Vice President, Private Wealth Advisor


Vice President


Vice President

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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
Uniquely Rockefeller Special Client Event – Bruce Flatt
Uniquely Rockefeller Special Client Event – Bruce Flatt
A Conversation with Bruce Flatt, CEO of Brookfield Asset Management
Engaging Ideas: Acceleration of Decarbonization Driven by the War in Ukraine
Engaging Ideas: Acceleration of Decarbonization Driven by the War in Ukraine
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.
Energy, Security, Groceries
Energy, Security, Groceries
Time to focus on Main Street’s ESG
Load More


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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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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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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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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