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

We are holistic advisors and sophisticated specialists, united around a commitment to our clients' wants and needs. We deploy our deep experience and perspective with the focus, nimbleness, discretion, and customization of a boutique.

David Higgins

Private Advisor, Managing Director

William Curtis

William C. Curtis

Private Advisor, Senior Portfolio Manager, Managing Director

P. Schuyler Quackenbush Jr., CRPC®, CPWA®

Private Advisor, Managing Director

Evan B. Georgiou, CFP®, CIMA®, CPWA®

Private Advisor, Managing Director

Brian Nelson, CFA®

Team Chief Investment Officer, Vice President

John Hanna, CFP®

Private Advisor, Senior Vice President

Sims Holmes, CPWA®

Private Advisor, Vice President

Kevin Valentino, CFP®

Team Chief Operations Officer, Vice President

Kathryn Harrison, ESQ

Team Wealth Manager, Senior Vice President

Dan English, CPA®, M-TX

Family Office Relationship Manager, Senior Vice President

Taylor Patrone

Business & Client Experience Manager, Associate Vice President

Susan Holmes

Executive Operations Coordinator, Associate

Marcus Clark, CFP®, CPWA®

Financial Planning Associate, Vice President

Christian T. Higgins

Financial Analyst, Analyst

Jake Myers, CFP®

Financial Planning Associate, Associate

Hayes Vaughan

Financial Reporting Specialist, Associate Vice President

Laura Dawson, AWMA®

Senior Client Relationship Manager, Vice President

Amanda Ingram

Senior Client Relationship Manager, Associate Vice President

Sharon Kucey

Client Relationship Manager, Vice President

Claire Spencer Carter

Client Relationship Manager, Associate

Rowen Goodman

Client Relationship Manager, Associate

Berry Williamson Battey, AWMA®

Client Relationship Manager, Associate

Jimmy C. Chang, CFA®

Chief Investment Officer, Rockefeller Global Family Office

Jackie Klaber

Head of Alternative Investments

Chloe Duanshi, CFA®

Head of Investment Research & Strategy

Elizabeth P. Munson

Senior Private Advisor & Fiduciary Specialist

Barry A. Wintner, CFA®

Head of Markets Portfolio Strategy

Joseph D. Roberts

Head of Enterprise Wealth Advisory

Timothy Laffey

Head of Tax Policy & Research

Lynn Chiota

Senior Vice President and the Head of Tax Preparation Services  

Dan English, CPA®, M-TX

Family Office Relationship Manager, Senior Vice President

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