Rockefeller Global Family Office Welcomes New York-Based Entrepreneurs Group to Private Wealth Platform
New York, July 17, 2025
Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management (“Rockefeller”), today announced the addition of Entrepreneurs Group to its private wealth platform, continuing the firm’s growth in the New York metro area.
The eight-person team is led by Private Advisors and Managing Directors Emily Kramer Rubin, Kenneth Shapiro and Thomas Livaccari, and includes Private Advisor and Vice President Todd Ives. As former entrepreneurs, the group leverages their distinct perspectives gained from building and operating businesses to provide thoughtful guidance to the business owners, innovators, individuals and families they serve.
Highly regarded in the industry, Rubin was ranked #20 and #132 in Forbes’ 2025 “America’s Top Woman Advisors” and “America’s Top Wealth Advisors” lists respectively. Shapiro and Livaccari were each named in Forbes’ 2025 “Best-in-State Wealth Advisors” lists for New York City in the Private Wealth Category.*
Entrepreneurs Group also includes Senior Client Operations & Experience Manager and Vice President Spenser Yeager, Financial Planning & Business Manager and Associate Vice President Madeline Irvin, and Client Experience Associates and Associate Vice Presidents Samantha Wagner and Stacey Betsch. The team joins Rockefeller from UBS and will report to Michael Outlaw, Head of Enterprise Strategic Growth and New York Metro Divisional Director of Rockefeller Global Family Office.
“We are pleased to welcome this highly respected team, whose commitment to excellence and client service aligns seamlessly with the entrepreneurial spirit of our firm,” said Chris Dupuy, President of Rockefeller Global Family Office. “We look forward to partnering with them to deliver the strength of the Rockefeller platform to the clients they serve.”
“Emily, Kenneth, Thomas, Todd and their team have extensive experience as trusted advisors, providing holistic guidance to help high-net-worth individuals navigate the complexities of family, business, and wealth. Their addition strengthens our ability to attract and serve clients across the United States,” added Outlaw.
To learn more about Entrepreneurs Group, visit: https://www.rockco.com/entrepreneurs-group/.
About Rockefeller Capital Management
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm as evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 32 markets throughout the United States, as well as an office in London. As of June 30, 2025, the Firm was responsible for $171 billion in client assets across its three businesses, Rockefeller Global Family Office, Rockefeller Asset Management, and Rockefeller Global Investment Banking.
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*Award Disclosure: The Forbes ranking discussed above was designated in 2025 and lasts for a period of one year until new rankings are released. Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.
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