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RCM Homecare offers affordable in-home care services 24 hours a day, 365 days a year. We will work with you to set a care plan that works best for you and your family. As a RCM Homecare Caregiver, you help families restore balance, order and peace to their lives and help their senior loved ones remain at home. Build your own caregiver business, set your own hours, and grow your career with us.
Before joining Merrill Lynch in 2004, James started his career at Scudder Investments serving in both Origination and Distribution roles after concluding a professional hockey career in Europe and the U.S. James is an active advocate for victims of pediatric cancer and serves as a Trustee and Advisory Director on the board of The Arms Wide Open Childhood Cancer Foundation. A graduate of Wagner College, James holds his Series 7,24, 63 and 65 licenses. You are an institutional or professional investor and possess sufficient knowledge and experience in financial, legal and tax matters to be capable of independently evaluating the content herein, including the merits and risks of traditional and alternative investments. Mr. Sheldon has more than 35 years of Investment Banking experience as a trusted advisor across a broad range of industry sectors.
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Over the years, Phil has built an extensive network and has been a member of multiple Financial Services industry groups. Most recently he sat on the Executive Board at NICSA, and served as Chairman of the Membership Committee since 2016. He has been a member of DTCC’s Senior Advisory Board for Wealth Management and a Senior Committee Member of the Alternative Investment Platform . He has been a frequent contributor and speaker at industry conferences on topics including, the impacts of DOL Fiduciary Rule, the role of Artificial Intelligence in Operations and Alternative Investment operating standards.
Prior to Sterling, Brendan spent seven years with Credit Suisse where he held a number of firm-wide roles leading cyber security, technology risk management and product management. Earlier in his career, Brendan held senior roles with Oliver Wyman Group and NERA Economic Consulting. Suraj K. Gupta is the Co-Founder, President and CEO of Rogue Insight Capital, the CIO for the Easton’s Group of Hotels & the Gupta Group, and the CSO for the Gupta Family Foundation. Rogue Insight Capital is a venture capital and alternative asset investment fund that invests on behalf of the Gupta family, co-founded by Suraj and his sister Reetu, focused on visionaries who dare to transform the world around them. Rogue’s primary mandates include investing in female, immigrant, and minority founders, as well as companies that are making a social impact on their community.
WILLIAM ROCKEFELLER
Joe started his career at PricewaterhouseCoopers in the Private Financial Services Consulting Group. Joe has spent his career advising families of unique wealth on their financial needs, including fiduciary administration, tax, wealth transfer, and risk mitigation. Joe is a member of the State Bars of Pennsylvania and New Jersey as well as the Tax Section of the American Bar Association. Michael Brakey is Managing Director and the Head of Strategic Client Solutions for Rockefeller Capital Management which includes the Credit, Banking, Insurance, Annuity and Retirement businesses. Prior to joining Rockefeller, Mr. Brakey was a Managing Director at Morgan Stanley, which he joined in 2011 to help accelerate the firm’s banking growth strategy.
He spent the first eighteen years of his career in the M&A group at Merrill Lynch before joining Deutsche Bank, where he was a member of the Global M&A Leadership team, serving as a Senior Managing Director and Head of Americas M&A. In 2015, Michael created and authored Blueprint for Growth, an industry award winning practice management program recognized by wealthmanagement.com. Michael earned an MBA from the Sawyer School of Business at Suffolk University in Boston. Mr. Harris serves on the Board of Trustees and as Chair of the Investment Committee of St. Barnabas Hospital, the Advisory and Investment Committees of the Studio in a School Association, and the Board of Directors of Quarry Underwriting Assurance Limited. Mr. Harris received his bachelor’s degree from the University of Michigan, an MBA with distinction from Cornell University and retains the Chartered Financial Analyst® designation.
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Mr. DyReyes leads the equity research activities across active, multi-factor passive, and thematic approaches while overseeing a team of equity analysts and partnering with senior leadership on the development of equity investment strategies. Prior to joining Rockefeller, he was a Portfolio Manager for Invesco’s large-cap value strategies. Before joining Invesco in 2015, Mr. DyReyes served as a senior equity analyst with Brandywine Global Investment Management, where he focused on large-cap equities and assisted in launching and managing a global all-cap value equity product. From 2006 to 2010, Mr. DyReyes served as vice president and senior analyst at Defiance Asset Management, LLC, managing a value long/short equity portfolio.
His Market had more than 220 Financial Advisors who collectively were entrusted with over $30 billion in total assets and liabilities, making it one of the largest markets in the firm. With over 30 years in the industry, Nathan provides a wealth of experience and skills in helping his Financial Advisors and their clients. His prior experience as a Financial Advisor has given Nathan a unique insight into the needs of both clients and employees alike. For many years, Nathan has been recognized for success in helping Financial Advisors grow their practice and recruiting the best Financial Advisors from the competition. In prior roles at Merrill Lynch, James served as a Northeast Regional Director for Structured Investment Sales and held leadership positions in Equity Syndicate and Product Origination.
Twenty-seven of his 33 years in the advertising business were spent at Doyle Dane Bernbach, the last eight as President and COO of DDB Needham Worldwide. In 1986, he was responsible for leading Doyle Dane Bernbach into the merger with Needham Harper Worldwide and BBDO and helping to create the Omnicom Group, the largest, most profitable communications group in the world at that time. While at Omnicom, he ran all of the domestic and international operations for the newly created DDB Needham. Adam has been studying philosophy and wisdom traditions both in and out of the academic system for over a decade, and received his BA in Philosophy from Princeton University. Adam is co-founder of The Alignment Circle, Principal at Tree of Life Ventures, and an advisor to FullCycle and Thankful. His board memberships include the Rockefeller Family Fund, the Growald Family Fund, Lifestyles Magazine, and the National Center for Family Philanthropy.
Before joining Rockefeller Capital Management, Angie was a Senior Vice President in Global Human Resources at Bank of America Merrill Lynch. She joined Merrill Lynch in 2005 spending over ten years on the business side managing Financial Advisor compensation programs and policies. She has also written executive speeches and presentations, led development trainings, and was Co-President of the Women’s Network. Vince Haas is the Chief Administrative Officer for Rockefeller Global Family Office.
Michael joined Rockefeller in November 2018 as the Head of Compensation & Benefits. Prior to joining Rockefeller, Fenrich was the Chief Legal Officer at AQR Capital Management and a member of the firm’s Operating Committee. Previously, Fenrich was the Global Chief Compliance Officer for Morgan Stanley and a member of the firm’s Management and Risk Committees.
And further, that there can be limitations and biases to indices such as survivorship, self reporting, and instant history. Managed futures, commodity trading, forex trading, and other alternative investments are complex and carry a risk of substantial losses. You should not rely on any of the information as a substitute for the exercise of your own skill and judgment in making such a decision on the appropriateness of such investments. We believe in providing a premium RCM service to our clients across the US, which means we listen carefully, deliver excellent results, provide maximum accuracy, and always put your business first.
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