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Welcome to the Rockefeller Global Family Office

Our team is built and based upon Integrity, Service, and Results. We are committed to delivering highly customized advice, personalized goals-based financial planning, and wealth management solutions to high net worth families and institutional investors.

In order to maximize value creation for our clients, our team is devoted to cultivating deep relationships which leads to the development of customized financial plans. Understanding what each investor we serve wants to accomplish, their issues and concerns, the people that matter most to them, and what legacy looks like and means to them allows us to identify and execute a sustainable plan to help preserve, enhance, and transfer significant wealth.

To be nimble and steady, flexible yet uncompromising, personal yet always professional. To be singular in our mission, and singularly committed to our clients and their needs. To preserve and grow the legacies of the exceptional families and institutions we serve. This is why we are here. This is Rockefeller Capital Management.

Being a part of Rockefeller enables our team to provide our clients with access to compelling investment solutions, cutting edge technology and family office management. We would be pleased to put our experience to work for you.

(480) 923-9353
16220 N. Scottsdale Road
Suite 390
Scottsdale, AZ 85254

“The foundation of our client relationships is based on trust and transparency. We are here to be your partner in establishing a highly customized wealth management plan.”

Jason Zilveti, CPWA®, CEPA, Managing Director, Private Wealth Advisor 

We help our clients confidently navigate the complexities associated with wealth planning. We pride ourselves on being reliable financial resources.  

JASON ZILVETI, CPWA®, CEPA

Managing Director, Private Wealth Advisor 
JZilveti@rockco.com 
(480) 923-9350

RYAN PAPEZ, CFP®, AWMA®

Vice President, Private Wealth Advisor
RPapez@rockco.com
(480) 923-9352

FRANCES MIRANDA

Associate Vice President, Senior Client Advisor 
FMiranda@rockco.com 
(480) 923-9353

WENDY PETERSON

Client Associate
WPeterson@rockco.com
(480) 923-9185

R. MITCHELL THEISS

President of Strategic Advisory

JOSEPH ROBERTS

Senior Wealth Strategist 

JACKIE C. KLABER

Head of Opportunistic Investing

MICHAEL BRAKEY

Head of Banking & Lending

TIMOTHY D. O'HARA

President, The Family Office

CHERYL ROWAN

Investment & Portfolio Strategist 

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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.

Our Ideas
Uniquely Rockefeller Special Client Event - Mortimer “Tim” Buckley
Uniquely Rockefeller Special Client Event - Mortimer “Tim” Buckley
A Conversation with Mortimer “Tim” Buckley, Chairman & CEO of Vanguard
Know Thyself, Know Thy Opponent
Know Thyself, Know Thy Opponent
Are we up for the challenge of Cold War II?
The David Rockefeller Fund in Partnership with Rockefeller Capital Management
The David Rockefeller Fund in Partnership with Rockefeller Capital Management
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