Leadership

Executive Management

Reuben Jeffery III

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Reuben Jeffery III is the President, Chief Executive Officer and member of the board 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.

Stuart Hendry

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Stuart Hendry is the Chief Operating Officer and a Managing Director of Rockefeller & Co. He is responsible for overseeing and coordinating operations and technology activities for the Company.

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.

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

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.

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.

Bruce W. Lombardi

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Bruce W. Lombardi is a Senior Investment Advisor and a Managing Director of Rockefeller & Co. Bruce works with clients to develop an overall investment strategy based on each client's distinct profile and objectives.

Jeanna S. Lui

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Jeanna S. Lui, EA, CFP® is a Senior Manager of the Client Accounting and Tax Services Group and a Managing Director of Rockefeller & Co. Jeanna works closely with high net worth individuals, families and family offices overseeing their tax planning and tax compliance. She also manages clients’ financial accounting.

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.

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 is also a Director of Rockefeller Trust Company, Delaware. He works with high net worth individuals and families as well as non-profit organizations.

John J. Pettenati

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John J. Pettenati is a Managing Director and Senior Client Advisor of Rockefeller & Co. John currently leads the firm’s wealth advisory business development efforts in the New York Office, and advises high net worth families and family offices, as well as their advisors, on investments and wealth planning. John also has experience working with foundations and endowments.

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.

Charles S. Willauer

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Charles S. Willauer is a Senior Vice President of Rockefeller & Co., based in Boston. He works with high net worth families and institutions.

Barry A. Wintner

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Barry A. Wintner, CFA is Director of External Manager Investments and a Managing Director of Rockefeller & Co. Barry is responsible for advancing the delivery of third-party investment solutions in support of our client advisors.

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.

Neil Craig

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Neil Craig, CFA is a Senior Vice President at Rockefeller & Co. working as a member of the institutional sales team.

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 and a Managing Director of Rockefeller & Co., overseeing internally managed fixed income securities and strategies.

Allison K. Munro Jr.

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Allison K. Munro Jr., is the Director of Portfolio Analytics and Risk Management and a Managing Director of Rockefeller & Co.

John C. O’Hara, Jr.

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John O’Hara is a Senior Advisor and a Managing Director of Rockefeller & Co. John focuses on strategic initiatives and institutional marketing activities for Rockefeller & Co.’s Asset Management Division.

David K. Song, M.D., Ph.D., CFA

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David K. Song, M.D., Ph.D., CFA is a Senior Portfolio Manager and a Managing Director of Rockefeller & Co. David is responsible for the management of the Global Healthcare Strategy and has been with the firm over 6 years.

Rockit® Reporting

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.