Leadership

Executive Management

Reuben Jeffery III

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Reuben Jeffery III is the Chief Executive Officer and a board member of Rockefeller & Co. and Rockefeller Financial Services, Inc.

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Yvette M. Garcia

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Yvette M. Garcia is General Counsel, Chief Administrative Officer and a Managing Director of Rockefeller & Co. She advises the Company on a broad range of legal, compliance and corporate governance matters, and oversees the Company’s human capital activities. She is a member of the Board of Directors of Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware) and Rockit Solutions, LLC.

David P. Harris

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David P. Harris, CFA, is the Chief Investment Officer and a Managing Director of Rockefeller & Co. David oversees the Investment Department in New York. In his previous role, David served as Director of Equity Management, where he directed the Global Equity Portfolio and the Equity Analyst Team.

Timothy J. McCarthy

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Timothy J. McCarthy is the Chief Compliance Officer and Counsel and a Managing Director of Rockefeller & Co.

Elizabeth P. Munson

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Elizabeth P. Munson is the President of Rockefeller Trust Company, N.A. and The Rockefeller Trust Company (Delaware). She is also a Managing Director and Senior Client Advisor of Rockefeller & Co. As an advisor to high-net-worth individuals, families and family offices, Liz specializes in trust and estate planning and philanthropic matters.

Mark Rogozinski

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Mark Rogozinski is the President of Rockit Solutions, LLC, and a Managing Director and head of the Operations and Technology Group of Rockefeller & Co.

Loraine B. Tsavaris

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Loraine B. Tsavaris is a Senior Client Advisor and a Managing Director of Rockefeller & Co. Loraine works with high net worth individuals, families and family offices in addition to working on growth-oriented initiatives for the firm. She is a member of Rockefeller & Co.’s Management Committee and a member of the Board of Directors of Rockefeller Trust Company, N.A.

David Westbrook

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David Westbrook is the Chief Financial Officer and a Managing Director of Rockefeller & Co. He is responsible for overseeing and coordinating the financial and risk management activities of the Company in support of our policies, goals and objectives.

Wealth Advisory

Elizabeth P. Munson

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Elizabeth P. Munson is the President of Rockefeller Trust Company, N.A. and The Rockefeller Trust Company (Delaware). She is also a Managing Director and Senior Client Advisor of Rockefeller & Co. As an advisor to high-net-worth individuals, families and family offices, Liz specializes in trust and estate planning and philanthropic matters.

Matthew D. Gelfand

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Matthew D. Gelfand, Ph.D., CFA, CFP® is a Senior Economist, Senior Investment Advisor and a Managing Director of Rockefeller & Co., based in Washington, D.C.

Jane F. Lilienthal

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Jane F. Lilienthal, CPA, CFP® is a Senior Client Advisor and a Managing Director of Rockefeller & Co.

Tamar Manuelian Ioffe

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Tamar Manuelian Ioffe is a Senior Client Advisor and a Managing Director of Rockefeller & Co. Tamar’s responsibilities include advising wealthy families on their overall financial planning and evaluating and supervising their investments.

Victoria T. Melendez

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Victoria T. Melendez, CFA, is a Senior Portfolio Manager and a Managing Director of Rockefeller & Co. Victoria works primarily in an investment advisory capacity to high net worth families, foundations and endowments.

Pamela Murray

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Pamela Murray is a Senior Vice President for Rockefeller & Co. She is responsible for Rockefeller & Co.’s corporate marketing group, and for business development and client management related to families and non-profits from Rockefeller & Co.’s Boston office.

David Pagliaro

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David Pagliaro is the Chief of Wealth Management Administration (WMA) and a Managing Director of Rockefeller & Co. WMA is responsible for supporting client service, data integrity, internal and external audit procedures, and corporate and legal reporting requirements of Rockefeller. In his previous role at Rockefeller & Co., he was the Senior Vice President of Operations and Client Services for Rockit Solutions, LLC.

Mark J. Panarese

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Mark J. Panarese is a Senior Client Advisor and a Managing Director of Rockefeller & Co., based in Boston. He works with high net worth individuals and families.

Lawrence S. Rapoport

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Lawrence S. Rapoport, CPA, CFP® is the Manager of the Client Accounting and Tax Services Group and a Managing Director of Rockefeller & Co.

Louise P. Sclafani

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Louise P. Sclafani, CFA, is a Senior Investment Advisor for Rockefeller Wealth Advisors and a Managing Director of Rockefeller & Co.

George S. Tsandikos

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George S. Tsandikos is a Senior Client Advisor for Rockefeller Wealth Advisors and a Managing Director of Rockefeller & Co. He works with high net worth individuals, families and family offices, and is a member of the Board of Directors of Rockefeller Trust Company, N.A.

Loraine B. Tsavaris

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Loraine B. Tsavaris is a Senior Client Advisor and a Managing Director of Rockefeller & Co. Loraine works with high net worth individuals, families and family offices in addition to working on growth-oriented initiatives for the firm. She is a member of Rockefeller & Co.’s Management Committee and a member of the Board of Directors of Rockefeller Trust Company, N.A.

Raymond N. Wareham

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Raymond N. Wareham is the Head of Wealth Management Services, Managing Director and Senior Client Advisor of Rockefeller & Co. Ray advises high net worth individuals, families and family offices, in addition to working on growth-oriented initiatives for the firm.

Asset Management

David P. Harris

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David P. Harris, CFA, is the Chief Investment Officer and a Managing Director of Rockefeller & Co. David oversees the Investment Department in New York and is a member of the firm’s Senior Investment Committee. In his previous role, David served as Director of Equity Management, where he directed the Global Equity Portfolio and the Equity Analyst Team.

Jimmy C. Chang

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Jimmy C. Chang, CFA, is the Chief Equity Strategist, a Senior Portfolio Manager and a Managing Director of Rockefeller & Co.

Nancy M. Fink

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Nancy M. Fink is the Senior Portfolio Manager responsible for U.S. Small Capitalization Equities and a Managing Director of Rockefeller & Co.

Farha-Joyce Haboucha

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Farha-Joyce Haboucha, CFA, is the Director of Sustainability & Impact Investing, a Senior Portfolio Manager and a Managing Director of Rockefeller & Co. Joyce manages the Sustainability & Impact Investing Strategy, which incorporates environmental, social and governmental criteria into the investment process.

Mark Iannarelli

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Mark Iannarelli, CFA is Director of Fixed Income of Rockefeller & Co.

John C. O’Hara, Jr.

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John C. O’Hara, Jr. is a Senior Advisor and a Managing Director of Rockefeller & Co. John focuses on strategic initiatives of the Rockefeller & Co.'s Asset Management Division.

Rockit® Reporting

Mark Rogozinski

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Mark Rogozinski is the President of Rockit Solutions, LLC, and a Managing Director and head of the Operations and Technology Group of Rockefeller & Co.

Susan McDermott

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Susan McDermott is Chief Operating Officer of Rockit Solutions, LLC and a Managing Director of Rockefeller & Co. Sue is responsible for relationship management, business development, and system usage of Rockit®Command.