Rockefeller Capital Management Meet Our Team

Rockefeller Global Family Office Leadership

Our Leadership Team

Christopher Dupuy

Co-President, Rockefeller Global Family Office

Timothy D. O’Hara

Co-President, Rockefeller Global Family Office

Michael Outlaw

National Field Director

Michael R. Armondo

Divisional Director, Central Division

Michael Brakey

Head of Strategic Client Solutions

James M. Beale

National Business Development Director

Jimmy C. Chang, CFA®

Chief Investment Officer, Rockefeller Global Family Office

Tom Davidson

President, The Rockefeller Trust Company (Delaware)

Candice Dial

Director of ESG

Katherine DiSalvo

Senior Trust & Estate Advisor

Chloe Duanshi, CFA®

Head of Investment Research & Strategy

Frank Due

Head of Human Capital

Vince Haas

Chief Administrative Officer

Adrienne Hart

Head of Philanthropy

Dylan Isaacs

Regional Managing Director, Western Division

Sanjeevan Iswara

Head of Advisor Acquisition & Product Strategy, Rockefeller Global Family Office

Jackie Klaber

Head of Alternative Investments

Timothy Laffey

Head of Tax Policy & Research

Angie Latif

Head of Practice Management

Rose Lee

Head of Investment Solutions

Elisabeth “Lisi” Madden

Head of Fiduciary Services

Sarah Mahon

Director of Marketing

Rebecca Mineo

Head of Family Office Solutions

Michael P. Misciagna

Head of RGFO Investment Banking Coverage

Elizabeth P. Munson

Senior Private Advisor & Fiduciary Specialist

Michael Parker

Head of Advisor Productivity

Jason Rich

Chief Operating Officer

Brian Riley

Divisional Director, Western Division

Joseph D. Roberts

Regional Managing Director, Northern Division

Kristen Sario

Divisional Director, Southeast Division

Brett Thelander

Divisional Director, Northern Division

Jason Thompson

Chief Wealth Strategist

Grace Yoon

Head of Strategic Partnerships & Community Impact

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