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VIOS ADVISORS

Welcome to the Rockefeller Global Family Office

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At Vios Advisors, our clients are at the heart and core of our management philosophy. It is our mission to grow and preserve our clients’ wealth for now and for future generations.

Located in New York City and Salt Lake City, our planning-based approach and open-architecture platform are designed to provide you with expert, unbiased counsel, and investment strategies to promote diversification, mitigate risk and optimize returns.

Our intellectual capital is a combination of our 75+ years industry experience, extensive resources within Rockefeller group as well as our external investment partner relationships. By combining all these assets, we have the ability to build tailored client portfolios and provide access to attractive investment opportunities.

Our standards for our services are the same values reflected in the Rockefeller Family legacy that are core to who we are. We are a premier financial advisory firm that redefines and elevates the financial services experience through client service and a commitment to excellence in all that we do.

Vios Advisors

New York – (212) 549-5488

Salt Lake City – (801) 736-9950

45 Rockefeller Plaza
Floor 5
New York, NY 10111
2603 East Parleys Way
Salt Lake City, UT 84109

“We are firm believers in the power a long-term perspective brings to bear when constructing portfolios. With this perspective, we can create and tailor customized solutions for our clients that seek to participate in capital appreciation while tempering volatility, all of which allow us to help pave the way to financial success and prosperity lasting generations.”

Michael Bapis, Managing Director and Head of Sports and Entertainment, Vios Advisors at Rockefeller Capital Management

At Vios Advisors, the client experience is the centerpiece of our model. We empower individuals, families, institutions, and corporations with the resources to help realize their aspirations and achieve their objectives.

Our team is comprised of ten members, between our New York City and Salt Lake City office locations, whom are all seasoned and respected professionals, dedicated to helping clients pursue customized strategies for structuring their wealth to achieve and preserve their financial objectives.

MICHAEL N. BAPIS

Managing Director, Private Wealth Advisor
Head of Sports & Entertainment
MBapis@rockco.com
212-549-5488
Biography +

NICK M. BAPIS

Managing Director, Private Wealth Advisor
NBapis@rockco.com
801-736-9950
Biography +

KATHARINE PRITSOS

Senior Vice President, Director of Operations
KPritsos@rockco.com
212-549-5488
Biography +

JENNIFER WOLF

Senior Vice President, Client Relationship Manager
JWolf@rockco.com
212-549-5488
Biography +

LEILA TAYLOR

Vice President, Senior Client Service Associate
LTaylor@rockco.com
801-736-9950

Biography +

CHRISTINA KLEPPER

Vice President, Marketing Associate
CKlepper@rockco.com
212-549-5488
Biography +

JOSEPH PAUL

Associate
JPaul@rockco.com
801-736-9950

Biography +

MEGAN MACCHEYNE

Administrative Assistant
MMacCheyne@rockco.com
212-549-5488
Biography +

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“Our fiduciary philosophy is both holistic and human. We build life-long relationships with our clients – rooted in trust, honesty, life stage and asset allocation. We understand that wealth preservation requires not only a sound financial portfolio; but the right financial vision to preserve your legacy for and charitable giving for future generations.”
Michael Bapis, Managing Director, Private Wealth Advisor
“For over 50 years, we have remained dedicated to understanding our clients goals and objectives, considering both financial and non-financial assets alike, to create a strong foundation, of trust, loyalty and companionship.”
Nick Bapis, Managing Director, Private Wealth Advisor
“We understand the unique financial challenges of wealth  - from managing assets to optimizing and preserving wealth for generations to come. We act strategically and collaboratively to build the utmost customized plan for you, always keeping your best interests in mind.”
Katharine Pritsos, Senior Vice President, Director of Operations
“You have meaningful financial goals. We will help you achieve them through our client-centric approach to financial success and prosperity, for both today and tomorrow.”
Jennifer Wolf, Senior Vice President, Client Relationship Manager
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Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

Rockefeller Financial LLC is a broker-dealer and investment adviser dually registered with the U.S. Securities and Exchange Commission (SEC);Member Financial Industry Regulatory Authority (FINRA), Securities Investor Protection Corporation (SIPC). Rockefeller Financial LLC is not a bank. Where appropriate, Rockefeller Financial LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Rockefeller Financial LLC are not FDIC insured, may lose value, are not bank guaranteed, not a bank deposit, and not otherwise insured by any federal government agency.

Investing involves risk, including the possible loss of principal. Past Performance is no guarantee of future results and no investment or financial planning strategy guarantees profit or protection.

Rockefeller Capital Management LLC and its affiliates do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.