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Originated in 1988 as a single-family office for the Kelly family by founders Donald P. Kelly, Bill White and Mike Brunell, Whitnell & Co. at Rockefeller Family Office is a wealth management organization based in Oak Brook, Illinois. For more than a quarter-century, we have preserved and enhanced the wealth of affluent families, some of whom have been with us for three generations.

It is our mission to provide affluent families with comfort and peace of mind so they can focus their energies on what matters most to them: their families, their businesses and careers and the charitable causes they pursue with passion.

As wealth managers, our primary focus is to provide our clients with a wide range of services designed to reduce life’s worries. Through deep and meaningful conversations, we come to understand each client’s unique position in life:

  • Who they love.
  • What they dream about.
  • What they hope for the future.
  • What they fear.
  • What they want their wealth to do for them and their family.

We aspire to redefine and elevate the financial services experience through our dedication to excellence in all that we do. We leverage our heritage, client-centric culture and wide-ranging resources to offer a business model designed to align with the varied objectives of our clients, emphasizing the aspects that are especially important to you.

Whitnell & Co. at Rockefeller Family Office

(630) 575-2300

701 Harger Road
Suite 190
Oak Brook, IL 60523

“We are a global family office that has served the Rockefeller family since 1882, and the story of the first family in family wealth is our blueprint.”

Timothy D. O’Hara, President, Family Office

Whitnell & Co. at Rockefeller Family Office is a wealth management organization based in Oak Brook, Illinois. For more than a quarter-century we have preserved and enhanced the wealth of affluent families, some of whom have been with us for three generations. It is our mission to provide affluent families with comfort and peace of mind so they can focus their energies on what matters most to them: their families, their businesses and careers and the charitable causes they pursue with passion.

MIA ERICKSON

Sr. Client Advisor, MD
merickson@rockco.com
(630) 575-2457

BRIAN HENDERSON

Sr. Client Advisor, MD
brhenderson@rockco.com
(630) 575-2315

WAYNE JANUS

Sr. Client Advisor, MD
wjanus@rockco.com
(630) 575-2309
Biography +

DAVID PECKENPAUGH

Sr. Investment Advisor, MD
dpeckenpaugh@rockco.com
(630) 575-2306

CHRISTY PEDERSEN

Client Advisor, SVP
cpedersen@rockco.com
(630) 575-2390

MICHAEL LOIZZI

Client Advisor, SVP
mloizzi@rockco.com
(630) 575-2340

LISA OLSON

Senior Relationship Manager, VP
lolson@rockco.com
(630) 575-2332

BARBARA WHITING

Tax Manager, VP
bwhiting@rockco.com
(630) 575-2311

CRAIG JANUS

Client Advisor, SVP
cjanus@rockco.com
(630) 575-2318

Our commitment to bringing expertise from multiple viewpoints is brought to the forefront when collaborating with the following individuals. The Rockefeller difference is the expertise we can bring to all aspects of your life.

TIMOTHY D. O’HARA

President of the Family Office, MD
tohara@rockco.com
(212) 549-5360

JIMMY CHANG, CFA®

Chief Investment Officer of Rockefeller Global Family Office, MD
jchang@rockco.com
(212) 549-5218
Biography +

TOM DAVIDSON

President, The Rockefeller Trust Company (Delaware)
tdavidson@rockco.com
(302) 830-3720
Biography +

CANDICE DIAL

Director of ESG Investments, SVP
cdial@rockco.com
(212) 549-5107
Biography +

CHLOE DUANSHI, CFA®

Head of Quantitative Research & Portfolio Construction, MD
cduanshi@rockco.com
(212) 549-5374
Biography +

HEATHER FLANAGAN

Head of Trust, Fiduciary & Family Office Services, MD
hflanagan@rockco.com
(484) 209-2034

ADRIENNE HART

Wealth Strategist, VP
ahart@rockco.com
(484) 209-2037

TIMOTHY LAFFEY

Head of Tax Policy & Research, SVP
tlaffey@rockco.com
(484) 209-2062

ELISABETH O. MADDEN

Senior Trust & Estate Advisor, MD
emadden@rockco.com
(212) 549-5413

ELIZABETH P. MUNSON

Chairperson, Rockefeller Trust Company NA and Delaware
emunson@rockco.com
(212) 549-5400

JOSEPH ROBERTS

Head of Wealth Strategy, MD
jroberts@rockco.com
(484) 209-2043

MITCH THEISS

President, Strategic Advisory, MD
mtheiss@rockco.com
(212) 549-5309

JANET WELCH

Chief Operating Officer, MD
jwelch@rockco.com
(203) 717-6614

BARRY WINTNER

Head of Manager Selection, MD
bwintner@rockco.com
(212) 549-5287

GRACE YOON

Head of Business Development & Strategic Partnerships, MD
gyoon@rockco.com
(212) 549-5392
Biography +
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.
family office
  • Financial Accounting & Bookkeeping
  • Trust & Estate Planning
  • Tax Efficient Planning & Preparation
  • Family Legacy & Governance Advisory
  • Bill payment
  • Philanthropy advisory
  • Human Resources Services
  • Cash flow and liquidity planning
  • Next Gen Financial Education
  • Aggregated Reporting
strategic advisory

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

asset management

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.
life style advisory

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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