Rockefeller Capital Management

We are pleased to welcome Ladner Franz Wealth Partners to Rockefeller Global Family Office, who bring over four decades of collective experience providing wealth and investment solutions to discerning families, entrepreneurs and institutions. Based in Scottsdale, AZ, we look forward to partnering with Jason and Eric as we continue to deliver our distinct platform to clients across the United States. https://lnkd.in/engapGXF.

As we continue to grow our presence in Texas, we are pleased to welcome Rhodes White Bazan Wealth Partners to Rockefeller Global Family Office. Based in Dallas, this group brings decades of experience providing specialized long-term guidance to high-net-worth individuals and their families, philanthropic organizations, and institutional clients. https://lnkd.in/euhYhCKX.  

Rockefeller Global Family Office CIO Jimmy Chang recently joined Bloomberg’s The Close to discuss the impact of U.S. policies on market sentiment and long-term investment strategies. While Jimmy noted that policy uncertainty and anticipation is causing short-term market pain, he also anticipates a “reacceleration” in 2026 and a broader global realignment that may can present investment opportunities in a “multi-polar” world. Watch the full interview here: https://lnkd.in/eDngeZdw.

Chloe Duanshi, CFA, Rockefeller Global Family Office Head of Macro & Investment Strategy, joined AIMA - The Alternative Investment Management Association’s The Long-Short Podcast, to share her perspectives on how Rockefeller is helping clients to navigate investing across traditional markets and #alternatives. In today’s environment, she emphasizes the importance of identifying inflection points in structural trends early, the need for geographical diversification, and the various ways to leverage policy-driven dislocations, from hedge funds and commodities to the private markets.      Chloe also discusses why investors should prioritize selectiveness within private credit, and the transformative role AI could play in shaping the future of U.S. economic dominance and fiscal responsibility. Listen to the full episode: https://lnkd.in/ei7z4iuf.

In a special Women’s History Month episode of Genius Loves Company, Angela Mwanza, Private Advisor and Managing Director at Rockefeller Global Family Office engages in conversation with actor and producer Alysia Reiner about her multifaceted career. Listen to the episode below or follow along wherever you stream podcasts: https://lnkd.in/gMP5hnPi

It was a pleasure to welcome clients and friends to our recent Rockefeller Next Gen Forum event, ‘Vines & Vision,’ featuring an insightful discussion with Jean-Charles Boisset, Proprietor of the Boisset Collection and Second-Generation Boisset Family Member, and Alexander Rockefeller, Sixth-Generation Rockefeller Family Member, around their unique perspectives as investors, entrepreneurs, and leaders at the forefront of the evolving wine landscape. As stewards of their respective family legacies, Jean-Charles and Alexander also shared their views on balancing tradition while driving innovation.

"The Fed is truly data dependent,” said Rockefeller Capital Management CEO Gregory J. Fleming on CNBC’s Squawk Box this morning as he discussed expectations ahead of the FOMC meetings this week amid policy uncertainty. Top of mind are also the federal budget deficit – Fleming emphasized the importance of finding a balance on spending and tax cuts – and ongoing market volatility, though he remains optimistic about the economy. Watch the full interview here: https://lnkd.in/exnms6Za.

We are pleased to recognize our 2025 Enterprise Connectivity recipients – Alli Talbot, CPA, Jeanie Spano, Miles S., Shannon Bergstrom, Sophia Song, and Timothy Laffey – our Rockefeller colleagues whose outstanding enterprise-wide mindset and unwavering dedication to excellence drive collaboration and innovation across the firm. These individuals embody our collegial, entrepreneurial culture and exemplify the power of individual commitment to group effort.

As access to and interest in the private markets continues to grow, Samantha Cooper, Rockefeller's Head of Distribution, joined Lawrence Aragon at Private Equity International's #Nexus2025 to discuss why our firm's ultra-high-net-worth clients are increasingly focused on investing across the alternatives spectrum including in sectors like #AI, sports, life sciences, and music rights. "Our clients are looking to us to source compelling and bespoke idiosyncratic investment opportunities - for the ultra-high-net-worth investor, exclusivity matters."

At #BloombergInvest, Jimmy Chang, Chief Investment Officer of Rockefeller Global Family Office, joined Bloomberg’s Scarlet Fu and fellow industry CIOs to discuss the importance of positioning client portfolios for the long-term. While optimistic about the economic environment, Jimmy warns investors to “prepare for a volatile ride” and seek diversification. In his long-term view, #AI poses both the biggest risk and opportunity to investors due to its pace of innovation and acceleration of change. Watch the full panel here: https://lnkd.in/eCW2U8Pq.