Rockefeller Global Family Office
Rockefeller Capital Management Meet Our Team

Rockefeller Global Family Office Leadership

Our Leadership Team

Michael R. Armondo

Divisional Director, Central Division

James M. Beale

National Business Development Director

Chuck Burke

Co-Head of the Rockefeller Center for Wealth Solutions & Co-Chief Operating Officer, Rockefeller Global Family Office

Janette Caballero Jovic

Chief Marketing Officer

Jimmy C. Chang, CFA®

Chief Investment Officer, Rockefeller Global Family Office

Chloe Duanshi, CFA®

Head of Macro & Investment Strategy

Christopher Dupuy

President, Rockefeller Global Family Office

Michael Gaab

Chief Administrative Officer & Chief Human Capital Officer

Dylan Isaacs

Regional Managing Director, Western Division

Sanjeevan Iswara

Head of Advisor Acquisition & Product Strategy, & Co-Chief Operating Officer, Rockefeller Global Family Office

Christopher Kirk, CFA®

Head of Investment & Client Solutions

Jackie Klaber

Head of Direct and Co-Investments

Elisabeth “Lisi” Madden

Head of Fiduciary Services

Burt Mills

Head of Capital Markets and Chief Operating Officer, Investment & Client Solutions

Elizabeth P. Munson

Senior Private Advisor & Fiduciary Specialist

Timothy D. O’Hara

Vice Chairman, Rockefeller Global Family Office

Michael Outlaw

Head of Enterprise Strategic Growth and NY Metro Divisional Director

Michael Parker

Regional Managing Director, New Jersey and Pennsylvania

Jason Rich

Regional Managing Director, New York City and Connecticut

Brian Riley

Divisional Director, Western Division

Joseph D. Roberts

Managing Director, Head of Enterprise Wealth Advisory & Co-Head of the Rockefeller Center for Wealth Solutions

Kristen Sario

Divisional Director, Southeast Division

Brett Thelander

Divisional Director, Northern Division

Jason Thompson

Head of Wealth Strategy

Grace Yoon

Head of Strategic Partnerships & Community Impact

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