at Rockefeller Capital Management
The Moldaver Lee Group
Welcome
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.
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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.
Client Associate, Associate Vice President
Gretchen Harris
Client Associate, Vice President
Linda McGann
Private Advisor
First Vice President
Zac Stanley,
Private Advisor
Managing Director
John Mooney
Our standards for our services are the same standards established by the Rockefeller family legacy and those who have so skillfully helped it succeed throughout seven generations and counting. With the resources of Rockefeller we offer unique and exceptional family office services.
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
John joined Rockefeller in October of 2022. John’s clients range from small business corporate retirement plans and endowments to retirees, widows, widowers, families and affluent individuals. He takes a comprehensive account of all factors that can impact a portfolio, including cash flow and income needs, time horizon, risk factors and other intangibles, such as previous investment history when he works with clients. This approach reduces the anxiety that his clients may experience as they embark on their relationship.
His clients benefit from the experience of a team that has more than 60 years of combined experience in helping clients navigate complex wealth management needs. John and his team are here to help whether you are selling a business, managing retirement cash flow, or ensuring your legacy.
Outside of the office, John is a current board member of The Littlest Heroes. John is a former board member of the Fairmount Fine Arts Center and a former board member of the American Cancer Society Planned Giving. He and his wife, Anne, and their four children live in Highland Heights. John earned a B.S. in finance from Miami University in Oxford, Ohio, and an M.B.A. from Weatherhead School of Management at Case Western Reserve University in Cleveland, Ohio.
Private Advisor
Managing Director
(216) 770-6380
JMooney@rockco.com
LinkedIn
John Mooney
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Our Services
Our People
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216 770-6380
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
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.
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
Assocaite Vice President
Gretchen Harris
Client Associate
Vice President
Linda McGann
Private Advisor
First Vice President
Zac Stanley, CEPA, CFP®
Private Advisor
Managing Director
John Mooney
With the strength and flexibility of the Rockefeller platform, we are able to serve our clients in a nimble and creative yet robust and distinguished manner, leveraging the unparalleled resources available to meet all of our clients’ wealth-related needs.
Our TEam
Our Experts
Our Experts
Our TEam
Rockefeller Capital Management has been the trusted advisor to the Rockefeller family for seven generations spanning over 140 years.
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
At Mooney Stanley Wealth Partners, we are dedicated to managing all that comes with family and wealth. Our mission is to serve you, your families, and your businesses.
Our standards for our services are the same standards established by the Rockefeller family legacy and those who have so skillfully helped it succeed throughout seven generations and counting. With the resources of Rockefeller we offer unique and exceptional family office services.
Let's Talk >
at Rockefeller Global Family Office
Mooney Stanley Wealth Partners
28601 Chagrin Blvd,
Suite 200
Woodmere, OH 44122
(216) 770-6380
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Client Login
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Our Services
Our Services
Our People
Our People
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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.
Client Login
Client Login
Zac joined Rockefeller in October of 2022. He has spent the past few years focused on financial planning, going deep on client discovery, understanding what his clients want to accomplish and who are the people that matter most to them and what do they want their legacy to be.
Before joining UBS and Rockefeller, Zac spent ten years in the United States Marine Corps. His decade in the Marines gave him an incomparable education in what he calls the entrepreneurial sciences. The Marines taught Zac the importance of people, purpose, perseverance, and planning. In his prior roles both in the Marine Corps and UBS he was fortunate to work with some of the highest performing teams. Zac's takeaway from both experiences is people matter most – focus on others leads to extraordinary results for all. Planning and process will afford you a roadmap to success – but there are no guarantees. Titles and rank can be trumped by experience, ingenuity, and creative thinking.
When Zac is not in the office, he spends time serving in his community with organizations that have an impact like Cleveland Sight Center. In addition, he mentors local college students through the College Now program as well as giving back to his Alma Mater, Malone University. He resides in Copley with his wife and three sons.
Zac Stanley, CEPA, CFP®
LinkedIn
ZStanley@rockco.com
(216) 770-6381
Private Advisor
First Vice President
Linda McGann serves as a Senior Registered Client Associate and has been in the financial services industry for 30 years. After graduating from Ohio State University, her career began in 1986 at McDonald and Company in Pepper Pike, Ohio. She currently holds her Series 7 and Series 66 licenses. Linda lives in Aurora, Ohio with her husband. Together, she and her husband have 2 grown sons and 3 grandchildren.
Linda McGann
LMcgann@rockco.com
(216) 770-6382
Client Associate
Vice President
Gretchen Harris
GHarris@rockco.com
(216) 770-6383
Client Associate
Associate Vice President
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®
28601 Chagrin Blvd
Suite 200
Woodmere, OH 44122
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®
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.
“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.”
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.”
CEPA, CFP®