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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, Private Wealth Advisor, Managing Director, Sports & Entertainment Director

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

JASON ZILVETI, CPWA®, CEPA

Private Wealth Advisor, Managing Director, Sports & Entertainment Director
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

Executive Chairman, Strategic Advisory

JASON THOMPSON

Chief Wealth Strategist

JOSEPH ROBERTS

Head of Wealth Strategy

MICHAEL BRAKEY

Head of Strategic Client Solutions

JACKIE KLABER

Head of Opportunistic Investing

Jimmy C. Chang

Chief Investment Officer, Rockefeller Global Family Office

TIMOTHY D. O'HARA

Co-President, Rockefeller Global Family Office

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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.

We are pleased to offer our clients and their families special access and privileges through a handful of thoughtfully vetted and selected partners – each preeminent providers in their respective fields – providing highly personalized support on how to simplify, navigate, and elevate modern life.

Private Aviation
• A unique private aviation platform designed exclusively for Rockefeller Capital Management Clients

Private Health Advisory
• 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
• With access to specialists in art and collectibles globally, experts will provide guidance through the sales and acquisition process.

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.

Once in a Lifetime Experiences
• Almost any “bucket list” wish can be fulfilled for Rockefeller clients with VIP-savvy concierge experts who can pave the way to once-in-a-lifetime experiences, whether meeting global stars, participating in iconic events, or realizing other long-held dreams.

Unique Travel Experiences
• A leading travel concierge service that offers exclusive planning and booking for Rockefeller clients seeking unforgettable vacations. Clients have access at member-only rates to unique settings and destinations with family privileges.

Purpose-Driven Wine Platform
• A leading wine-appreciation platform offering a single source for Rockefeller clients interested in fine wines, insider offers and access to unique experiences. Clients can obtain allocated, reserve, library and collector-level wines. Through the Rockefeller Live Well Do Good Membership Program, a portion of profits go to support The Ocean Foundation.

Cyber Security
• An exclusive boutique company with a proven history of providing elite cyber-protection services for all digital security needs of individuals and their families to eliminate the risk of cyberattacks.

Our Ideas
Policy Risks Galore
Policy Risks Galore
No more financial sedatives; bye-bye, TINA
Everest is Not the Tallest Mountain
Everest is Not the Tallest Mountain
Each economic cycle has its own unique characteristics that make forecasting and market timing so difficult. In this quarter’s edition of Global Foresight, we examine why investors should rethink how they measure inflation and economic growth. The issue also explores some of the more forward-looking indicators that should become increasingly utilized by investors to monitor the health and prospects of the economy.
The Big Heist
The Big Heist
Crypto woes; a black swan fait accompli
Load More
WENDY PETERSON

WENDY PETERSON

Client Associate 

 

Wendy comes to us as an experienced administrator with exceptional communication skills, strength in multi-tasking, discretion with sensitive information and team working abilities. Prior to joining us, she spent almost nine years in the nonprofit sector. She is a detailed and analytical thinker who brings a logistical approach. She is married with three fantastic daughters, moving to Arizona from Pennsylvania in 2010.

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FRANCES MIRANDA

FRANCES MIRANDA

Associate Vice President, Senior Client Advisor 

 

Prior to joining Rockefeller in 2020, Frances spent over 10 years at UBS, and has over 25 years of experience. She has a B.S. degree in business administration from California State University Los Angeles. She specializes in handling complex and sensitive financial management issues for ultra-high net work clients. She has a tremendous attention to detail and is committed to providing the best support for our clients.

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RYAN PAPEZ, CFP®, AWMA®

RYAN PAPEZ, CFP®, AWMA®

Vice President, Private Wealth Advisor 

 

Ryan specializes in the development of in-depth personalized wealth management solutions for his clients, and focuses on retirement income planning and protection, estate planning, structures for charitable giving, multi-generational family wealth preservation, and business exit strategies.

Ryan enjoys helping his clients enjoy and maintain their lifestyle through developing customized wealth management strategies to pursue their biggest financial goals they set for themselves and their families.

 

Before joining Rockefeller in 2020, Ryan spent time at both UBS and Goldman Sachs.* He has a passion for financial planning and is a CERTIFIED FINANCIAL PLANNER (CFP®) professional and holds his Accredited Wealth Management Advisor (AWMA®) designation through the College for Financial Planning.

 

Ryan is originally from Utah where he earned a B.S. from the David Eccles School of Business at the University of Utah. Ryan and his wife Kelsy live in Scottsdale and spend their weekends exploring the outdoors hiking in the surrounding mountains, playing golf, skiing, and camping.

 

*For more information about the selection criteria for each award, please consult the sponsor’s website.  Rankings, ratings and recognitions should not be construed as an endorsement of the advisor, are not representative nor indicative of any one client’s experience, are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results or client service.

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JASON ZILVETI, CPWA®, CEPA

JASON ZILVETI, CPWA®, CEPA

Private Wealth Advisor, Managing Director, Sports & Entertainment Director 

 

Jason specializes in multi-generational family wealth preservation and serves a select number of families. Jason and his team take a customized and comprehensive approach to total wealth management helping business owners, athletes, and retirees reach their goals.

 

Prior to joining Rockefeller in 2020, Jason spent over twelve years at UBS. Jason earned the Certified Exit Planning Advisor (CEPA) designation, in 2019, the most widely endorsed exit planning designation in the world, from EPI (Exit Planning Institute). He also holds the Certified Private Wealth Advisor (CPWA®) designation administered by Investments & Wealth Institute® (formerly IMCA) in conjunction with The University of Chicago Booth School of Business. He is proud to be named a 2019 and 2020 Best in State (Arizona) Wealth Advisor by Forbes / SHOOK’s Research, a 2019 Forbes Top Next-Gen Best-In-State (Arizona) Wealth Advisor, and as a 2018 and 2019 Forbes America’s Top Next-Generation Wealth Advisor.  Jason began his career at Morgan Stanley, where he was the #1 ranked Financial Advisor from 2004-2007 within his class and peer group.*

 

Jason was born in Connecticut and has now lived in Arizona for over 35 years. He graduated summa cum laude from the Barrett Honors College at Arizona State University. He lives in Paradise Valley with his wife and two daughters. Outside of the office, Jason is passionate about the ministries he serves on the state boards for, playing golf, and anything exercise/nutrition-related having competed in numerous ultramarathons.

 

*For more information about the selection criteria for each award, please consult the sponsor’s website.  Rankings, ratings and recognitions should not be construed as an endorsement of the advisor, are not representative nor indicative of any one client’s experience, are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results or client service.

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R. MITCHELL THEISS

R. MITCHELL THEISS

Executive Chairman, Strategic Advisory

 

Mitchell Theiss is Executive Chairman of Strategic Advisory for Rockefeller Capital Management. He is a member of the firm’s Management Committee.

Mitch brings to Rockefeller more than 30 years of investment banking experience, having served as a trusted advisor to companies across a broad range of industry sectors.

Prior to joining Rockefeller, he was at Bank of America Merrill Lynch for 19 years, most recently serving as Chairman of Global Industrials. Before joining Merrill Lynch, Mitch spent a decade in investment banking at Goldman Sachs.

Mitch earned an M.B.A. from The Wharton School of the University of Pennsylvania.

 

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JOSEPH ROBERTS

JOSEPH ROBERTS

Head of Wealth Strategy 

 

Joseph Roberts is a Managing Director and Head of Wealth Strategy at Rockefeller Capital Management, based in Philadelphia, PA. He is a member of the firm’s Management Committee.

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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JACKIE KLABER

JACKIE KLABER

Head of Opportunistic Investing 

 

Jackie C. Klaber is a Managing Director and the Head of Opportunistic Investing at Rockefeller Capital Management. She is a member of the Management Committee, the New Products Committee, the Manager Selection Committee, and the Rockefeller Capital NextGen Leadership Council. Jackie is responsible for sourcing and structuring differentiated alternative investment opportunities for the firm’s clients.

Jackie previously worked at Goldman Sachs & Co. in the Alternative Investments & Manager Selection division, where she was responsible for sourcing and diligencing a range of alternative investments over time, including in hedge funds, private equity, and credit. Jackie also served as a Business Unit Manager and as a Member of the Data Science Committee.

From 2012-2014, Jackie worked at Citigroup with the management team of the Investment Banking division. Prior to these roles, she graduated from Yale Law School / Yale School of Management, where she completed a J.D./M.B.A. and served as an editor of The Yale Law Journal. She has experience at the U.S. Department of the Treasury, Covington & Burling LLP, and the Yale Investments Office.

Jackie received a bachelor’s degree from Yale College and a master’s degree from Columbia University. She is a member of the New York State Bar Association and the Brookings Council as well as a Term Member at the Council on Foreign Relations. She serves on the Board of the Yale Law School Fund.

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MICHAEL BRAKEY

MICHAEL BRAKEY

Head of Strategic Solutions

 

Michael Brakey is Managing Director and the Head of Strategic Client Solutions for Rockefeller Capital Management which includes the Credit, Banking, Insurance, Annuity and Retirement businesses. Mr. Brakey also serves on the Rockefeller Capital Management Committee. Prior to joining Rockefeller, Mr. Brakey was a Managing Director at Morgan Stanley, which he joined in 2011 to help accelerate the firm’s banking growth strategy. At Morgan Stanley, he ran High Net Worth lending and led Private Banking Group strategy. Prior to joining Morgan Stanley, Mr. Brakey spent 17 years at Merrill Lynch, later Bank of America Merrill Lynch, where he finished as a Managing Director and Head of Global Wealth Credit Strategy and Investment Lending. Before that, he headed the Consumer Lending as well as the Global Securities-Based Lending businesses and ran the Business Financial Services Western Division.

Mr. Brakey began his career in the Corporate Lending unit of Bank One (now JPM) and is a Chartered Financial Analyst (CFA). Mr. Brakey received his MBA from the Cox School of Business at Southern Methodist University and his bachelor’s degree from the University of Texas at Austin.

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TIMOTHY D. O’HARA

TIMOTHY D. O’HARA

Co-Presient, Rockefeller Global Family Office

 

Timothy D. O’Hara is Co-President of the Rockefeller Global Family Office at Rockefeller Capital Management. He is a member of the firm’s Management Committee.

Tim is responsible for leading a team of talented senior client advisors and multigenerational wealth planning experts, building upon Rockefeller’s rich history of serving ultra-high-net-worth families through an expanded offering of investment, tax and estate planning, strategic advisory, and trustee services, while creating access to strategic partnerships providing risk management and lifestyle-enhancing services.

Prior to joining Rockefeller in 2018, Tim was President and CEO of Ayco, joining in 1996 as a client advisor in the Ayco Family Office. He assumed roles of increasing responsibility, including Head of the Ayco Family Office and Executive Vice President of the Asset Management, Insurance, and Finance divisions.

Tim earned his bachelor’s degree in Accounting from Le Moyne College and his J.D. from Albany Law School. He is a Certified Public Accountant.

Tim serves as a Trustee of Albany Law School, on the Board of Advisors of Madden School of Business at Le Moyne College, on the Parents Executive Committee at Villanova University, and on the Board of GreenSlate.

 

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JASON THOMPSON

JASON THOMPSON

 Chief Wealth Strategist, SVP 

 

Jason R. Thompson is a Senior Vice President and Chief Wealth Strategist at Rockefeller Capital Management. Prior to joining Rockefeller Capital, Jason worked at Wells Fargo Private Bank in both the Philadelphia and Los Angeles offices. He started his career at PriceWaterhouseCoopers in their National Tax Services office in Washington, D.C. Jason has spent his career advising a select group of wealthy families on estate and gift taxes, philanthropy, business succession, and wealth preservation.  

Jason earned his B.A. in Political Science from DePaul University, J.D. from Syracuse University College of Law, and LL.M. in Tax from Villanova University School of Law. His memberships include the Philadelphia Estate Planning Council, United States Tax Court, and American Bar Association. 

 

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Jimmy C. Chang

Jimmy C. Chang

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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