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

Corporate Retirement Plan Services

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

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

Corporate Retirement Plan Services

  • 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

Meet Our Team

Siden Fink Wealth Partners offer our clients customized service while leveraging the resources, infrastructure and access to experienced investment specialists and thought leader at Rockefeller. We remain committed to guiding you, your family, and your business to achieve your goals and objectives for generations to come. 

Michael Siden

Private Advisor Sports & Entertainment Director Managing Director

Clifton Fink, CRPS®

Private Advisor, Corporate Retirement Director, Managing Director

Gino Pace

Investment Advisor, Vice President

Ann Scopellito

Senior Client Associate, Associate Vice President

Danielle Muller

Senior Client Associate, Associate Vice President

Jimmy C. Chang, CFA®

Chief Investment Officer, Rockefeller Global Family Office

Chloe Duanshi, CFA®

Head of Investment Research & Strategy

Jason Thompson

Chief Wealth Strategist

Jackie Klaber

Head of Alternative Investments

David P. Harris, CFA®

Chairman of Rockefeller Asset Management, Senior Portfolio Manager

Timothy D. O’Hara

Vice Chairman, Rockefeller Global Family Office

Casey C. Clark, CFA®

President of Rockefeller Asset Management and Chief Investment Officer

Rebecca Mineo

Head of Family Office Solutions

Elizabeth P. Munson

Senior Private Advisor & Fiduciary Specialist

Timothy Laffey

Head of Tax Policy & Research

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