Table of Content
Satish joined Morgan Stanley in 2014 to lead the technology platform for planning and advisory solutions. His team launched a new planning platform along with holistic advice implementation solutions. Before joining Rockefeller Capital Management, Brendan served as Chief Security and Technology Officer at Sterling National Bank, where he was responsible for cybersecurity strategy, resiliency, governance and enterprise-wide technology services at the bank.
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.
Development
Over the course of his career, he has completed over $100 billion in transactions across a broad range of consumer-facing industries. He has significant cross-border advisory and global capital markets experience and has executed transactions in North America, Latin America, Europe and Asia. She is interested in the intersection of the public and private sectors and aligning social and financial value. Most recently, Amanda has worked with Edelman’s Corporate Affairs team in Washington, D.C. And will be joining Edelman’s London office working with ESG and Purpose clients for the 2021 summer. Satish Shikhare is responsible for collaborating closely with Private Wealth Advisors and their teams to implement wealth management solutions to simplify personalized planning, advice, implementation, and monitoring.
In religion and a certificate in urban planning from Princeton University. Lauren Bieker graduated from Gonzaga University with degrees in Business Marketing and English. Lauren studied fashion at the Fashion Institute of Design and Merchandising in her hometown of Los Angeles and subsequently worked as a buyer for an online retailer. After her decision to focus on writing and work in publishing, Lauren participated in a writing intensive program with the National Academy of Writing at the University of Cambridge’s Pembroke College in the UK. Currently, Lauren is working at her dream job as a literary agent for FinePrint Literary Management in New York City. Her goals include giving voice to people’s stories, especially those who have not had their chance at the mic yet.
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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.
Cum laude in Economics from Princeton University and an M.B.A. from The Wharton School of the University of Pennsylvania, where she was a Joseph Wharton Fellow. Prior to joining Rockefeller, Brett worked at Merrill Lynch where he served as Regional Managing Director for the Mid-America Market of the Private Banking and Investment Group. Brett began his industry career as a financial advisor, and later moved into management where his executive positions included director of sales complexes in Oklahoma and Ohio, and regional head of the wealth management business in Southern California and the Midwest. Brett is widely respected across our industry as a skilled executive with an impressive track record of building and leading client-focused, principled, and entrepreneurial teams and organizations. She spearheaded the launch of UBS Studios, creating podcasts and other video programs for advisors. At PGIM , as part of the Executive Office, Janette led development of the new brand.
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He is currently in the process of selling the company to Muzik Connect, a smart headphone maker, where he will work while simultaneously attending Columbia Business School’s Executive M.B.A. Program. Ryan has also been an avid angel investor and is President of R2 Ventures, an early-stage venture fund he cofounded with his brother. In her spare time, Angie is a freelance writer and enjoys volunteer work, coaching, mentoring and travel. Angie has also designed and launched her own professional development program targeting women looking to advance their careers.
Prior to joining Rockefeller, Michael led the RBC Wealth Management – U.S. recruiting efforts. He was responsible for the overall strategy for the RBC field managers across the country. Before joining Rockefeller in 2004, Jimmy was a Senior Vice President, Chief Technology Strategist, and Senior Technology Analyst at the U.S. Trust Company of New York, where he led technology equity research and co-managed a technology fund. Daniel Rosenthal is a Managing Director and Co-Founder & Head of Research of VantageRock, a long/short equity hedge fund within Rockefeller Asset Management. Prior to joining Rockefeller in 2020, he was a Portfolio Manager at MSD Capital, a private investment firm that manages the capital of Michael Dell and his family.
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He is an Executive in Residence at the MIT Sloan School of Management, lecturing in finance, leadership, and global health management, and serving as a member of the Advisory Boards of the MIT Sloan School of Management, MIT Master’s of Finance Program, and MIT Leadership Center. Jack currently serves on the Board of Directors of Auburn Seminary – a leading multi-faith social justice organization and is a member of the Board of Advisors for the Love School of Business at Elon University. Jason holds the CFA© designation and received his Certified Public Accountant license.
We conduct regular reviews to help ensure that clients’ portfolios are closely aligned with their investment objectives and are appropriately positioned based on the current macroenvironment. We provide a robust cash management capability, including customized liquidity solutions, seamlessly delivered through the Rockefeller client portal and iPhone app. We construct investment portfolios through a cohesive process of strategic asset allocation and tactical tilts that seek to maximize risk efficiency by capturing a diversified collection of potential return drivers on both the asset class and the product levels. We publish our latest thinking on issues and events in the economy and the financial markets to assist our clients in understanding impacts and opportunities for their investment portfolios.
Mr. Montgomery was formerly the Head of Business Strategy and Corporate Development efforts across Rockefeller Asset Management. He was responsible for developing global strategy, focused on the expansion of products and territories through inorganic and organic growth initiatives. Upon joining Rockefeller in January 2018, Mr. Montgomery was responsible for oversight and development of global intermediaries, sub-advisory partners, and European asset owners. Wendy Xu is the Director of Private Equity and a Senior Vice President at Rockefeller Capital Management.
In addition to his advisory work, Jim serves as a Managing Partner within the Executive Leadership Committee for Strategic Advisory, a group responsible for managing the day-to-day operations of Strategic Advisory and developing the longer-term strategic direction for the business. He brings with him 30+ years of experience in senior management positions in Enterprise Technology and Global Wealth Management organizations for Wall Street firms including Morgan Stanley , Bank of America Merrill Lynch , Bankers Trust Company American Express, and Paine Webber. As the Head of Investment Research & Strategy, Chloe is responsible for developing broad capital market outlook across asset classes as well as designing strategic and tactical asset allocation guidance for the Rockefeller Global Family Office. Prior to joining Rockefeller Capital Management, Nathan served as Managing Director, Market Executive of the West LA Market, for over 14 years with Merrill Lynch.
Clearing pending claims, getting the payments from the insurance companies within record times, and clearing past denied claims quickly to improve your cash flow. We have certified coders and billers who have worked on multiple specialities and with years of experience under their belt. Your onboarding will be the start of you delightful experience at RCM House. If you do not have a workplace representative and you require advice on a work related or professional issue then please use this option. You should always try to make contact with your local workplace representative where possible, as they will be able to support you directly or access advice from the Regional or National Officer on your behalf.
She is responsible for manager selection, research, and oversight of private equity investments and the private equity fund-of-funds platform. Prior to joining Rockefeller, Ms. Xu worked at New Mountain Capital, an alternative asset manager with $20B in AUM, where she focused on screening, evaluating, and executing growth equity and leveraged buyout investments in software, healthcare, and other business services companies. Ms. Xu also has experience underwriting corporate credit opportunities at Sandler Capital, a hedge fund with over $1.5B in AUM. Ms. Xu worked in the Investment Banking Division at Goldman Sachs & Co., where she worked on M&A and corporate finance transactions in the industrials sector.
Prior to joining The Rockefeller Trust Company , Tom was President of a major international trust company in Delaware. Prior to that role, he was Director of Trust Administration for another major international trust company, also in Delaware. Previously, Tom was Trust Counsel for a prominent national trust company and he was in private practice with a boutique law firm in northern Maryland focusing on estate administration, estate planning, estate litigation, heir disputes and other fiduciary litigation matters. Tom is a veteran having served in the US Air Force as a Flight Engineer Supervisor.
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