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Born and raised in London, James has been an investor for 15 years with his family as well as independent institutions. James began with training at Hargreave-Hale and Rothschild and Co in London before moving into real estate investment at Europe’s largest privately-held real estate developer, TriGranit, where he worked from the Budapest headquarters for three years. James moved to New York City in 2012 as a Partner with Lepe Partners, the TMT specialist investment and advisory firm. In this role, James was part of the growth stage technology investment practice responsible for sourcing, executing and managing a global portfolio of growth tech assets. Alexandra is a partner and board member of Rosehill Investors, where she focuses on strategic growth investments and philanthropic initiatives. She began her career in Morgan Stanley’s private equity and investment banking division and has held leadership roles in both the retail and beauty sectors at Michael Kors and Charlotte Tilbury Beauty.
Before joining Morgan Stanley, Ed worked for Merrill Lynch & Co., where he finished as a Senior Vice President and Co-Chief Risk Officer and was selected to join the senior transition leadership team for the merger of Merrill Lynch & Co. and Bank of America Corp. At Merrill, he held a variety of leadership roles in investment banking, capital markets, and risk management. John “Chip” Montgomery is President of Rockefeller Asset Management International. He is responsible for providing strategic leadership across non-US regions including the UK, Europe, and Asia, and delivering on the group’s long-term plans, including opening a London-based international distribution hub, oversight of the London office and regulatory affairs. In this role, Mr. Montgomery also oversees the firm’s non-US distribution and development of strategic partnerships with global financial institutions across the U.K., Europe, and Asia.
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Kristen Sario is a Managing Director for Rockefeller Capital Management and serves as Divisional Director for the Southeast Division. Bloomberg Rockefeller Multi-Factor ESG Improvers Index Rockefeller Asset Management and Bloomberg have partnered to launch the first in a suite of planned ESG Improvers Indices. This “next-gen” multi-factor Index leverages the Rockefeller ESG Improvers Score™ to provide differentiated ESG factor exposure, offering potential to outperform broad, traditional indices.
In his role, Tim partners with colleagues across the organization in strategically advising clients with executive compensation, private equity, and multi-state taxation issues, as well as guide them through the implications of tax regulations while advising on tax strategies. He is also responsible for supporting our Family Office tax teams as well as setting tax policy for the Family Office. San Iswara is a Managing Director and the Head of Advisor Acquisition & Product Strategy for the Rockefeller Global Family Office.
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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 holds an M.B.A. from the Wharton School of the University of Pennsylvania, in global investment management, and an M.A. In energy economics and international relations from the Nitze School of Advanced International Studies , Johns Hopkins University. A sixth-generation member of the Rockefeller family, Mac is a graduate of Groton School and a native Detroiter.
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Applications to invest in any product referred to on this Website must only be made on the basis of the documentation relating to the specific investment and you should refer to your investment adviser. If you are in any doubt about the information contained on this Website, please contact us on , or consult a professional financial adviser. Catherine completed her bachelor’s degree in communication at Boston University and received her J.D., with honors, from The George Washington University Law School.
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.
Prior to joining Rockefeller, Chris was the Chief Information Officer for Global Wealth Management and Investment Management at Morgan Stanley, where he was responsible for the strategic direction of technology platforms across the businesses. Before joining Morgan Stanley, he was the Chief Information Officer for Global Wealth and Investment Management at Bank of America Merrill Lynch. He joined Merrill Lynch in 1994 and held a variety of other senior technology roles at the firm. Michael Outlaw is the National Field Director of the Rockefeller Global Family Office.
Prior to joining Rockefeller in 1990, Mr. Harris was portfolio manager for non-U.S. Mac Broderick is Executive Director, Merchant Strategy for Castleton Commodities international . He previously worked in strategy and business development for Tellurian, Inc. a Houston-based energy company.
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.
Fill out the form below to inquire about performances, request a brochure, or provide feedback. On performance days, RCM Tickets operates a box office on-site at remote concert venues starting 1.5 hours prior to the performance. On performance evenings, the box office and phone lines will remain open until the performance begins. The new state-of-the-art online and mobile Client Portal makes it easier, more secure and more efficient to view your account information and engage with your Rockefeller team. The Royal Conservatory is one of the largest and most respected music education institutions in the world.
He also served as a Chair of the CISO committee within the Mid-Size Bank Coalition of America focused on influencing federal policy, regulatory affairs and collaboration across commercial, digital and consumer banks in the U.S. In this role, Ruchir serves as an advisor to the firm, a resource to our Rockefeller Global Family Office advisors and clients, and as a global brand ambassador for our international activities. After more than 30 years in investment banking, Mr. Wetzel retired from Deutsche Bank in October 2016. He joined Deutsche Bank in 2009 as a Managing Director and Head of Financial Institutions Mergers and Acquisitions in the Americas, and was additionally named Vice Chairman of Financial Institutions in 2010. He later served as Head of Investment Banking in Japan from 2011 to 2013 and as Chairman of the Global Financial Institutions Group, based in New York, from 2013 until his retirement in 2016.
Lauren is also the eldest member of the fifth generation of the Cowles-Hammett family. Her goal is to continue the legacy set forth by earlier generations and put to practice the paraphrased message; with great privilege, comes great responsibility. Kaleen serves on the Board of Directors, as well as the Investment Committee and Finance Committee, of the Allyn Family Foundation. The Foundation is committed to building a vibrant, equitable, and prosperous community in central New York. She also serves on the Investment Committee of Nolan-Jones LLC, a private investment vehicle. Tom received his undergraduate degree from the University of Delaware and his law degree from Widener University School of Law.
RYAN ROCKEFELLER
James is a Trustee of Yad Hanadiv where he also serves on the Finance and Audit Committee. Yad Hanadiv continues the tradition of Rothschild family philanthropy in Israel, where it was responsible for the Supreme Court and Knesset buildings in Jerusalem. She holds both a bachelor’s and a master’s degree in the History of Art, from Yale and the Courtauld Institute of Art, respectively. Mahum attended Barnard College at Columbia University where she received a Bachelor of Arts degree in Film Studies with a minor in Religion.
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