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.

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

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

"When people ask me why I think the family has succeeded, I say that the family has chosen to have high-level advisors whom they totally trust and who are not just yes-men and -women but you know give their honest opinions." -David Rockefeller, Jr. 

John Horton

Private Advisor, Managing Director

Samuel Wilson

Investment Advisor, Senior Vice President

Kristen Cahill

Relationship Manager, Vice President

Margaret Werner

Client Associate, Analyst

Gary Anderson

Senior Advisor

Philip Greer

Senior Advisor

Chuck Royce

Senior Advisor

Timothy D. O’Hara

Co-President, Rockefeller Global Family Office

Jimmy C. Chang, CFA®

Chief Investment Officer, Rockefeller Global Family Office

Tom Davidson

President, The Rockefeller Trust Company (Delaware)

Candice Dial

Director of ESG

Chloe Duanshi, CFA®

Head of Investment Research & Strategy

Adrienne Hart

Head of Philanthropy

Timothy Laffey

Head of Tax Policy & Research

Elisabeth “Lisi” Madden

Head of Fiduciary Services

Elizabeth P. Munson

Senior Private Advisor & Fiduciary Specialist

Joseph D. Roberts

Regional Managing Director, Northern Division

Barry A. Wintner, CFA®

Head of Markets Portfolio Strategy

Grace Yoon

Head of Strategic Partnerships & Community Impact

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