at Rockefeller Capital Management

The Moldaver Lee Group

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Rockefeller Capital Management affords our team an ability to be part of the firm’s storied infrastructure while maintaining the integrity and independent client-focus of our financial advisory approach As a client, you'll have access to all that Rockefeller has to offer – from wealth advisory and family office services to uncommon investment opportunities and the unique offerings of our lifestyle advisory program.

Part of a family legacy

Your trusted advisors in navigating the complexities of families and wealth

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The Moldaver Lee Group is dedicated to building and preserving wealth on behalf of the select families and institutions whose wealth we help manage.

One Town Center Road Suite 500 Boca Raton, FL 334866

Our Services

At Rockefeller, every offering leads to the client. Our firm stands apart by virtue of having been entrusted with the legacies of some of the world's most successful entrepreneurs, innovators, visionaries – and their families. Rockefeller and its clients tend to view wealth not as a prize, but as potential. Our seasoned financial advisors and the accomplished professionals supporting them seamlessly integrate wealth management, asset management, global family office, strategic and lifestyle advisory services on behalf of ultra- and high-net-worth investors and families, as well as discerning corporations, foundations, and endowments.

Senior Client Associate, Associate Vice President

Danielle Muller

Senior Client Associate, Associate Vice President

Ann Scopellito

Private Advisor Fixed Income Specialist Vice President

Gino Pace

Private Advisor Corporate Retirement Director Managing Director

Clifton Fink,CRPS®

Private Advisor Sports & Entertainment Director Managing Director

Michael Siden

Siden Fink Wealth Partners offer our clients customized service while leveraging the resources, infrastructure and access to experienced investment specialists and thought leaders at Rockefeller. We remain committed to guiding you, your family, and your business to achieve your goals and objectives for generations to come..

Our Experts

Our TEam

“We are founded on the idea that families and wealth are complex, nuanced, and deeply personal and deserving of a team and strategies that uniquely match their journeys and their needs.”

Christopher Dupuy, Co-President of Rockefeller Global Family Office

“The Rockefeller difference is the people you choose to be with: clients, advisors, employers – their quality of character, domain expertise, competence, and level of intellect and authenticity.”

Jack Ryan, Chief Administrative Officer

Michael is a Private Advisor, Sports & Entertainment Director and Managing Director with Rockefeller Capital Management in Boca Raton, Florida. He is the founding member of Siden Fink Wealth Partners with over 33 years of industry experience as a financial advisor. Michael focuses on asset allocation, financial planning, and wealth transfer strategies. Michael has earned the trust and confidence of clients by understanding their goals and developing customized strategies to meet their objectives. Prior to joining Rockefeller Capital Management, Michael served as a Managing Director and Sports and Entertainment Director at Morgan Stanley where he was a member of the prestigious Chairman’s Club from 2009 to 2019. Prior to working for Morgan Stanley, Michael was a Senior Vice President at UBS. *Michael has been recognized by various publications throughout his career including a selection as one of Forbes Best-In-State Wealth Advisors for NY in 2018 and one of Barron’s Top 1,200 Financial Advisors from 2012 to 2019. Michael attended the coveted Bronx High School of Science and went on to receive a BS in Economics from Clark University. Michael was born, and raised, in NYC and currently resides in Florida. He maintains his Series 7, 63, and insurance licenses.

Private Advisor Sports & Entertainment Director Managing Director

561-617-8902

MSiden@rockco.com

Michael Siden

Our Services

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212-549-5199

Complementary Services

We’re pleased to offer our clients and their families a range of special access opportunities through a select and distinguished set of partners – each preeminent in their respective fields. We provide highly personalized planning and support to clients seeking to simplify, navigate or elevate their enjoyment of modern-day life experiences.

Lifestyle Advisory

In serving generations of Rockefeller family and institutional investors, we have developed a suite of complementary and interconnected services designed to identify and present extraordinary opportunities for asset preservation, growth, and, wherever helpful, business development.

Asset Management & Strategic Advisory

Complementary Services

Family Office Solutions

Financial Accounting & Bookkeeping Trust & Estate Planning Tax Efficient Planning & Preparation Family Legacy & Governance Advisory Bill Payment Philanthropic Advisory Human Resources Services Cash Flow and Liquidity Planning Next Gen Financial Education

Family Office Solutions

Wealth Advisory Services

Customized Investment Strategy Design Portfolio Management & Optimization Investment, Tax, & Legal Advisor Coordination Risk Management Cash Management, Optimization, & Access Ongoing Monitoring & Performance Analytics Fiduciary Services

Wealth Advisory Services

Our Services

David Rockefeller Jr.

“When people ask me why I think the family has succeeded, I say that the family has chosen to have high-level advisors whom they totally trust and who are not just yes-men and -women but you know give their honest opinions.”

“We are founded on the idea that families and wealth are complex, nuanced, and deeply personal and deserving of a team and strategies that uniquely match their journeys and their needs.”

Christopher Dupuy, Co-President of Rockefeller Global Family Office

Head of Family Office Solutions

Rebecca Mineo

Chief Investment Officer, Rockefeller Global Family Office

Jimmy C. Chang, CFA®

Head of Investment Research & Strategies, Rockefeller Global Family Office

Chloe Duanshi, CFA®

Chief Wealth Strategist

Jason Thompson

From distinguished leadership, best-in-class advisors, accomplished market experts, and exceptional specialists, our mission is to serve you and your family. We serve as trusted advisors, confidantes, and counselors, helping you navigate toward your goals regardless of global market or geopolitical conditions.

Senior Client Associate, Associate Vice President

Danielle Muller

Senior Client Associate, Associate Vice President

Ann Scopellito

Investment Advisor Vice President

Gino Pace

Private Advisor Corporate Retirement Director Managing Director

Clifton Fink, CRPS®

Private Advisor Sports & Entertainment Director Managing Director

Michael Siden

Our TEam

Our Experts

Our TEam

Located in the heart of Rockefeller Center, Rockefeller Capital Management has been the trusted advisor to the Rockefeller family for seven generations spanning over 140 years. Inspired by the values reflected in the Rockefeller Family Legacy, Siden Fink Wealth Partners aims to redefine and elevate the financial services experience through unparalleled client service and a commitment to excellence. As a client, you'll have access to all that Rockefeller has to offer – from wealth advisory and family office services to uncommon investment opportunities and the unique offerings of our lifestyle advisory program.

Part of the Family Legacy

Siden Fink Wealth Partner’s mission is to plan and manage your financial life so you can focus on what matters most to you.

We combine the resources of a large institution with the personal touch of an independent boutique to deliver an unparalleled client experience. Siden Fink Wealth Partners will customize solutions to build your financial future with confidence and purpose.

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at Rockefeller Global Family Office

Siden Fink Wealth Partners

45 Rockefeller Plaza Floor 5 New York, NY 10111 One Town Center Road Suite 500 Boca Raton, FL 33486 New York: 212-549-5586 Boca Raton: 561-617-8902

Welcome

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*The Forbes "Best in State Wealth Advisors” rankings discussed above were designated in 2018 and last for a period of one year until new rankings are released. Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award. The Barron’s “Top 1200 Financial Advisors” rankings discussed above were designated between 2012 and 2019 and last for a period of one year until new rankings are released. The general methodology criteria for Barron’s includes the following: Each advisor—selected by Barron’s—is required to respond to a survey about their practice which Barron’s verifies and applies a proprietary rankings formula along with sub calculations to generate each designation. The formula features three major categories of calculations: assets, revenue, quality of practice. No compensation has been provided in connection with obtaining or using this award.

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Client Login

Cliff is a Private Advisor, Corporate Retirement Director and Managing Director with Rockefeller Capital Management in New York City. Prior to working for Rockefeller Capital Management, Cliff served as a financial advisor and partner of the Siden Fink Group at Morgan Stanley. Cliff focuses on financial planning, manager due diligence, asset allocation, and corporate retirement solutions within Siden Fink Wealth Partners. Cliff was born and raised in France and moved to the United States to attend Haverford College. With an international background and fluency in French and Spanish, Cliff brings a unique perspective to the Siden Fink Group. Cliff stays involved in the community by supporting the Memorial Sloan Kettering Cancer Center and the East Side House Settlement. He also serves on the board of the American School of Paris Alumni Association & Foundation as well as Save the Children’s Professional Advisors Council. Cliff is an avid martial artist within the discipline of Tae Kwon Do, is a Gemological Institute of America Certified Diamond Grader, and is also an experienced shooter. He additionally is heavily involved in the classic car community with a passion for European sports cars from the 1950s and 60s. Cliff received a BA in history from Haverford College and holds his Series 7, 63, 65, Life, Health & Annuity Licenses. He resides in Connecticut with his wife and two children.

Clifton Fink, CRPS®

CFink@rockco.com

212-549-5586

Private Advisor Corporate Retirement Director Managing Director

Gino is a Private Advisor, Fixed Income Specialist and Vice President with Rockefeller Capital Management in New York City. Prior to working for Rockefeller Capital Management, Gino worked for Morgan Stanley within the Siden Fink Group. Gino has over 20 years of industry experience and previously spent time working with a Chairman’s Council team at PaineWebber/UBS. With the Siden Fink Group, Gino supports clients’ needs from an operational perspective and focuses on fixed income and individual equities. Gino received a BA in Economics and Finance from Baruch College and holds his series 7, 63, Health & Annuity licenses. He resides in Manhasset with his wife and two children.

Gino Pace

GPace@rockco.com

212-549-5587

Private Advisor Fixed Income Specialist Vice President

Ann is a Senior Client Associate with Siden Fink Wealth Partners at Rockefeller Capital Management in New York City. Ann has over 30 years of experience as a Client Service Associate and worked with the Siden Fink Group at both Morgan Stanley and UBS prior to Rockefeller Capital Management. Ann began her career with Lehman Brothers where she trained as a Client Service Associate and spent time on the options trading desk. She additionally spent time training at the CBOE in Chicago and worked for an institutional team supporting international clients. Ann received a business certification diploma from the Katharine Gibbs School of Business in Manhattan. She resides in Staten Island with her husband and two children.

Ann Scopellito

AScopellito@rockco.com

212-549-5589

Senior Client Associate

Danielle is a Senior Client Associate with Siden Fink Wealth Partners at Rockefeller Capital Management in New York City. Prior to working for Rockefeller Capital Management, Danielle was a Registered Client Associate with the Siden Fink Group at Morgan Stanley. Danielle resides on Long Island and enjoys playing soccer, spending time with family and friends and traveling in her leisure. Danielle graduated from James Madison University with a B.B.A in Economics and concentration in European Business. She holds her Series 7, 63, 65, Life, Health & Annuity Licenses.

Danielle Muller

DMuller@rockco.com

212-549-5588

Senior Client Associate

Casey C. Clark, CFA®

President of Rockefeller Asset Management and Chief Invesment Officer

Casey C. Clark, CFA, is President and Chief Investment Officer of Rockefeller Asset Management. Mr. Clark is responsible for overseeing Rockefeller’s efforts to maximize alpha and positive outcomes by executing across four strategic pillars: Research, Engagement, Thought Leadership, and Innovation. Mr. Clark also serves as a Portfolio Manager on thematic equity offerings, including Rockefeller’s Climate Solutions Strategy and the Credit Suisse RockefellerSM Ocean Engagement Strategy. Prior to joining Rockefeller in 2019, Mr. Clark was Managing Director and Director of Sustainable and Impact Investing at Glenmede, where he helped launch and build Glenmede’s sustainable and impact investing business. Mr. Clark has authored numerous investment and sustainability-related publications and is often featured in print and broadcast media segments. He is a graduate of Pennsylvania State University, received his MBA. from the Stern School of Business at New York University and retains the Charter Financial Analyst® designation. Mr. Clark is also an Advisor to New York University Stern’s Center for Sustainable Business.

Jason R. Thompson is the Chief Wealth Strategist at Rockefeller Capital Management. Prior to joining Rockefeller Capital, Jason worked at Wells Fargo Private Bank in both the Philadelphia and Los Angeles offices. He started his career at PwC in their National Tax Services office in Washington, D.C. Jason has spent his career advising a select group of wealthy families on estate and gift taxes, philanthropy, business transition, and wealth preservation. Jason earned his B.A. in Political Science from DePaul University, J.D. from Syracuse University College of Law, and LL.M. in Tax from Villanova University School of Law. His memberships include the Philadelphia Estate Planning Council, United States Tax Court, and American Bar Association.

Jason Thompson

Chief Wealth Strategist

Chloe Duanshi is a Managing Director and the Head of Investment Research & Strategy for the Rockefeller Global Family Office. She is a member of the firm’s Management Committee. 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. Chloe is also focused on working with clients to construct bespoke, institutional-caliber portfolios with traditional and alternative investment solutions, utilizing proprietary portfolio construction techniques that seek to identify and capture a diversified collection of unique, fundamental return drivers. Before joining Rockefeller, Chloe was a cross-asset strategist at Morgan Stanley, where she specialized in asset allocation and portfolio construction for ultra-high net worth individuals, single family offices, endowments, and foundations. Prior to that, Chloe spent a number of years at BNP Paribas in equities and commodities derivatives. Chloe received her B.S. degree, magna cum laude, from the Sibley School of Mechanical & Aerospace Engineering at Cornell University and M.A. degree in Mathematics from Columbia University. Chloe is a CFA® charterholder.

Head of Investment Research and Strategy, Rockefeller Global Family Office

Chloe Duanshi, CFA®

Jimmy C. Chang, CFA®, is the Chief Investment Officer of the Rockefeller Global Family Office. He is a member of the firm’s Management Committee and is a Chartered Financial Analyst®. Jimmy has spent more than 18 years with Rockefeller. Prior to becoming the Chief Investment Officer in 2020, Jimmy was the Chief Investment Strategist and a Senior Portfolio Manager at Rockefeller Asset Management, where he co-managed several equity strategies and had oversight of the Fixed Income group. 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. He previously served as a Senior Marketing Representative and an Advisory Systems Engineer at International Business Machines Corporation (IBM) from 1985 to 1994, where he was responsible for client relationship management, business volume, and profit attainments at major international financial services and banking accounts. Jimmy earned an M.B.A. in Finance/International Business from New York University and a B.S. (summa cum laude) in Electrical Engineering from The Cooper Union. He is a member of the Tau Beta Pi National Engineering Honor Society. He serves on the Investment Committee of the Foundation for Contemporary Arts.

Chief Investment Officer, Rockefeller Global Family Office

Jimmy Chang, CFA®

Rebecca Mineo is the Head of the Family Office Solutions at Rockefeller Capital Management. She is based out of the New York office and works closely with the Rockefeller Global Family Office Advisors to provide Ultra High Net Worth Clients with on going wealth planning Services. Prior to becoming the Head of Family Office Counselors, Rebecca was the Senior Vice President of Advisor Acquisition & Product Strategy for four years. Before joining Rockefeller Capital Management in August of 2018, she was the Assistant Vice President of Relationship Management and Transition Services for Dynasty Financial Partners. During her tenure at Dynasty, Rebecca was responsible for leading Financial Advisors from their existing positions and launching them into their own Registered Investment Advisory firm. Rebecca has worked with over 60 Private Wealth Management teams across the United States within the past seven years. Rebecca earned her B.A. in Art History from Rutgers University. She is an avid member and volunteer of Bottomless Closet in New York City.

Head of Family Office Solutions, Rockefeller Global Family Office

Rebecca Mineo

Chief Wealth Strategist

Jason Thompson

Head of Quantitative Research & Portfolio Construction

Chloe Duanshi, CFA®

Chief Investment Officer, Rockefeller Global Family Office

Jimmy C. Chang, CFA®

Co-President, Rockefeller Global Family Office

Timothy D. O'Hara

Senior Private Advisor & Fiduciary Specialist

Elizabeth P. Munson

Head of Opportunistic Investing

Jackie C. Klaber

Co-President, Rockefeller Global Family Office

Timothy D. O'Hara

Chairman of Rockefeller Asset Management, Senior Portfolio Manager

David P Harris, CFA®

45 Rockefeller Plaza Floor 5 New York, New York, 10111

561-617-8902

President of Rockefeller Asset Management and Chief Investment Officer

Casey C. Clark,CFA®

Senior Private Advisor & Fiduciary Specialist

Elizabeth P. Munson

Head of Opportunistic Investing

Jackie C. Klaber

Head of Family Office Solutions

Rebecca Mineo

Chairman of Rockefeller Asset Management, Senior Portfolio Manager

David P. Harris,CFA®

President of Rockefeller Asset Management and Chief Investment Officer

Casey C. Clark, CFA®

Corporate Retirement Plan Services

Investment Menu Design Investment Policy Advice Investment Recommendations Plan Reporting and Analytics Participant Education Recordkeeper Search Fee Benchmarking ERISA 3(21) and 3(38) Fiduciary Services

Complementary Services

Elizabeth “Liz” Munson serves as a Managing Director and Senior Private Advisor & Fiduciary Specialist in the Rockefeller Global Family Office. She is a member of the firm's Management Committee. She specializes in advising high-net-worth individuals and families, particularly in trust and estate planning and philanthropic matters. Prior to joining Rockefeller, Liz was a partner in White & Case’s Private Clients Group, where she practiced from 1983 to 2001. In her law career, she focused on providing tax and estate planning for high-net-worth families, foundations, endowments, and nonprofit organizations. She also advised the Private Clients Group at several leading banking institutions. Liz earned a bachelor’s degree from Yale College, a J.D. from Harvard Law School, and an LL.M. in taxation from New York University School of Law. She is highly involved in serving several nonprofit organizations, including as a Director and former Board Chair of Lenox Hill Neighborhood House; Vice President and Secretary of Sheltering Arms Children and Family Services; Secretary of the Cancer Schmancer Foundation; Director of The 1921 Institute; and a Director of Stichting to Promote Women’s World Banking. For over 20 years, she served as a Director of various REITs advised by W.P. Carey & Co, LLC.

Elizabeth P. Munson

Senior Private Advisor & Fiduciary Specialist

Jackie C. Klaber is a Managing Director and the Head of Opportunistic Investing at Rockefeller Capital Management. She is a member of the Management Committee, the New Products Committee, the Manager Selection Committee, and the Rockefeller Capital NextGen Leadership Council. Jackie is responsible for sourcing and structuring differentiated alternative investment opportunities for the firm’s clients. Jackie previously worked at Goldman Sachs & Co. in the Alternative Investments & Manager Selection division, where she was responsible for sourcing and diligencing a range of alternative investments over time, including in hedge funds, private equity, and credit. Jackie also served as a Business Unit Manager and as a Member of the Data Science Committee. From 2012-2014, Jackie worked at Citigroup with the management team of the Investment Banking division. Prior to these roles, she graduated from Yale Law School / Yale School of Management, where she completed a J.D./M.B.A. and served as an editor of The Yale Law Journal. She has experience at the U.S. Department of the Treasury, Covington & Burling LLP, and the Yale Investments Office. Jackie received a bachelor’s degree from Yale College and a master’s degree from Columbia University. She is a member of the New York State Bar Association and the Brookings Council as well as a Term Member at the Council on Foreign Relations. She serves on the Board of the Yale Law School Fund.

Jackie C. Klaber

Head of Opportunistic Investing

Timothy D. O’Hara is Co-President of the Rockefeller Global Family Office at Rockefeller Capital Management. He is a member of the firm’s Management Committee. Tim is responsible for leading a team of talented senior client advisors and multigenerational wealth planning experts, building upon Rockefeller’s rich history of serving ultra-high-net-worth families through an expanded offering of investment, tax and estate planning, strategic advisory, and trustee services, while creating access to strategic partnerships providing risk management and lifestyle-enhancing services. Prior to joining Rockefeller in 2018, Tim was President and CEO of Ayco, joining in 1996 as a client advisor in the Ayco Family Office. He assumed roles of increasing responsibility, including Head of the Ayco Family Office and Executive Vice President of the Asset Management, Insurance, and Finance divisions. Tim earned his bachelor’s degree in Accounting from Le Moyne College and his J.D. from Albany Law School. He is a Certified Public Accountant. Tim serves as a Trustee of Albany Law School, on the Board of Advisors of Madden School of Business at Le Moyne College, on the Parents Executive Committee at Villanova University, and on the Board of GreenSlate.

Timothy D. O'Hara

Co-President, Rockefeller Global Family Office

David Harris, CFA, is Chairman of Rockefeller Asset Management and a Senior Portfolio Manager. He has more than 20 years’ experience with Rockefeller. Prior to being named Chairman in 2022, Mr. Harris was President and Chief Investment Officer of Rockefeller Asset Management. Mr. Harris was also previously the firm’s Director of Equity Management, where he led the global equity portfolio and the equity analyst team. Prior to joining Rockefeller in 1990, Mr. Harris was portfolio manager for non-U.S. and emerging market equity funds at Stein Roe & Farnham. 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.

David Harris, CFA®

Chairman of Rockefeller Asset Management, Senior Portfolio Manager

David Rockefeller Jr.

Jack Ryan, Chief Administrative Officer

"The Rockefeller difference is the people you choose to be with: clients, advisors, employers – their quality of character, domain expertise, competence, and level of intellect and authenticity.”