Solutions for Every Part of Your Financial Life

Solutions Tailored to You

Investment Advisory

Wealth Strategy

Empowering your decision making with expert guidance

Family Office Solutions

Seamless financial management for your family and your future

Corporate Retirement Solutions

Designing and maintaining a Retirement Plan requires time, energy, and multi-disciplinary expertise.

Strategic Client Solutions

Convening our network to deliver a full suite of financial solutions

Trustee Services

Ensuring stability for today and your family’s future

Philanthropic Advisory

Helping you invest in your community intelligently

Lifestyle Advisory

Uniquely Rockefeller guidance and experiences for the everyday to the once-in-a-lifetime

Solutions Tailored to You

Bespoke investment strategies aligned to whatever your financial objectives may be. Our clients gain access to a sophisticated open-architecture
platform of traditional and alternative investments across all major asset classes in addition to select private investment opportunities.

Wealth Strategy

As an extension of your team, we review your full financial picture, and connect you to the firm’s broader resources to create an unbroken chain of objective, holistic and relevant advice.

  • Wealth Advisory
  • Estate Planning
  • Insurance Advisory
  • Tax Planning
  • Philanthropy
  • Wealth Transfer

Family Office Solutions

Led by your private advisor, your dedicated team can help with everything from managing day-to-day finances to creating and implementing a financial plan designed to grow with you on every step of your wealth journey.

  • Bill Concierge
  • Tax Preparation and Filing
  • Bespoke Financial Reporting
  • Human Capital Services
  • Foundation Administration
  • High Touch Comprehensive Advisory Services

Corporate Retirement Solutions

 

  • Investment Menu Design
  • Investment Policy Advice
  • Investment Recommendations
  • Plan Reporting and Analytics
  • Participant Education
  • Recordkeeper Search
  • Fee Benchmarking
  • ERISA 3(21) and 3(38) Fiduciary Services

 

Strategic Client Solutions

A comprehensive suite of solutions for holistic financial planning – for individuals and institutions.

  • Banking and Lending Services
  • Retirement Plan Products and Services
  • Insurance and Annuity Solutions

Trustee Services

Our comprehensive services cater to various trusts, including dynasty trusts, annual exclusion gift trusts, and revocable trusts. We offer general fiduciary oversight, day-to-day account management, comprehensive account reviews with our expert team, as well as assistance with implementing distributions and bill-pay services.

  • Sole Trustee
  • Successor Trustee
  • Co-Trustee
  • Agent for Trustee
  • Directed and Administrative Trustee

Philanthropic Advisory

We think not only about your needs for today and tomorrow, but about your passions and the life you want to lead, and the legacy you want to leave behind for yourself and your family.

  • Charitable Planning
  • Donor Advised Funds vs. Private Foundations
  • Multigenerational Engagement

Lifestyle Advisory

Through our curated Rockefeller Lifestyle Advisory partners, we provide our clients with access to exclusive experiences, and concierge services so you can focus on the people and passions that matter most to you.

  • Once in a Lifetime Experiences
  • Unique Travel Experiences
  • Purpose-Driven Wine Platform
  • Cyber Security
  • Private Health Advisory
  • Personal Security
  • Virtual Specialty Care
  • Elder Care
  • Emergency Travel Services
  • Next Gen and Career Transition Advisory
  • Art Advisory
  • Private Aviation

Meet Our Team

Our standards for our services are the same standards established by the Rockefeller family legacy and the guardians who have so skillfully helped it thrive throughout seven generations and counting. The trends they have weathered, the familial bonds they have bolstered, and the positive impact they have had on society are our benchmark.

David Lund

David Lund, CFP®, CIMA®, CPWA®, CRPC™

Private Advisor
Managing Director

Jeffrey Towner

Jeffrey Towner, CEPA®, CPWA®

Private Advisor
Managing Director

Brett Howell, CFP®, CIMA®, C(k)P®, CRPC™, CPFA®

Private Advisor
Managing Director

Craig Sharp, CFP®, CPFA®

Private Advisor
Managing Director

Jonathan Lund, CFP®, CRPC™

Private Advisor
Senior Vice President

Jeff Dykstra, CFP®, CRPC™, CPFA®

Private Advisor
Senior Vice President

Joel Barrett, CFP®, CPFA®

Private Advisor
Vice President

Christine Steinmetz, CFP®, CRPC™

Private Advisor
Vice President

Emie Badersnider, CRPC™

Private Advisor
Vice President

Zachary Gebben

Zach Gebben, CFP®, CIMA®, CEPA®

Private Advisor
Vice President

Jim Harding, CRPS™

Senior Client Relationship Manager
Vice President

Sammy Salas-Salinas, CFPA®, CRPC™

Senior Client Relationship Manager
Vice President

Heather Jensen

Heather Jensen, AWMA™, CRPC™

Client Relationship Manager
Vice President

Taylor Dewey, CRPC™

Client Relationship Manager
Associate Vice President

Justin Katz

Justin Katz, CRPC™

Client Relationship Manager
Associate Vice President

Maureen Dodd

Senior Client Associate
Vice President

Nicole Dionne

Nicole Dionne

Senior Client Associate
Vice President

JT Ludington, CRPC™

Investment Manager
Vice President

Michelle Williams

Michelle Williams

Senior Client Associate
Associate Vice President

Connor Williams Gillis

Connor Gillis, CRPC™

Wealth Management Analyst
Associate Vice President

Erin Lindsay

Erin Lindsay

Marketing Associate
Analyst

Tyler Smith

Tyler Smyth

Client Associate
Associate

Noah Jones

Noah Jones

Wealth Management Analyst
Analyst

Susan Perry

Susan Perry

Client Associate
Associate

Jacob Howell

Jacob Howell

Client Associate
Associate

Hannah May

Wealth Management Analyst
Analyst

Michael P. Misciagna

Head of RGFO Investment Banking Coverage

Jim Ratigan

Co-President, Rockefeller Strategic Advisory

Marc Caras, AIF®

Head of Retirement & Specialty Product Management

Jason Thompson

Chief Wealth Strategist

Jimmy C. Chang, CFA®

Chief Investment Officer, Rockefeller Global Family Office

Chloe Duanshi, CFA®

Head of Investment Research & Strategy

Jackie Klaber

Head of Alternative Investments

Our Firm Values

Over 140 years ago, John D. Rockefeller found himself facing unique circumstances that required a new kind of financial service and guidance. To help him achieve his vision, he established the first full-service family office in the United States. Over a century later, the Rockefeller Global Family Office has evolved, while continuing to honor that legacy of innovation.

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