Genius Loves Company Transistor (https://transistor.fm) https://feeds.transistor.fm/genius-loves-company We recognize genius wherever it exists, and if you’re known by the company you keep, we are proud not only to spotlight the women that are part of Rockefeller Capital Management’s unique network, but in that same spirit, to welcome our brilliant listeners. Genius Loves Company is a series featuring women who are seasoned leaders and their inspiring insights and perspectives. In candid conversations, our guests share how different life experiences, priorities, and values have led them to personal growth and the ability to deliver value for clients. Copyright © 2023 Rockefeller Capital Management. All rights reserved. 40f26c7a-8fdb-5498-965f-0e563a1596c3 yes 236983 Coming Soon: Genius Loves Company en Fri, 27 Feb 2026 15:25:06 -0500 Fri, 27 Feb 2026 15:26:08 -0500 https://www.rockco.com/ https://img.transistorcdn.com/M1Cvzdwo-I7i-hOoFmVE_3iVu0zAH6heMzOf4oqW6UE/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9iNDQz/MDMyZmM2NzRhN2Uw/YTgyNzZhMDgzZTZi/M2RlZi5wbmc.jpg Genius Loves Company https://www.rockco.com/ episodic Rockefeller Capital Management We recognize genius wherever it exists, and if you’re known by the company you keep, we are proud not only to spotlight the women that are part of Rockefeller Capital Management’s unique network, but in that same spirit, to welcome our brilliant listeners. Genius Loves Company is a series featuring women who are seasoned leaders and their inspiring insights and perspectives. In candid conversations, our guests share how different life experiences, priorities, and values have led them to personal growth and the ability to deliver value for clients. We recognize genius wherever it exists, and if you’re known by the company you keep, we are proud not only to spotlight the women that are part of Rockefeller Capital Management’s unique network, but in that same spirit, to welcome our brilliant listeners. Wealth management, leadership, women, Rockefeller, insights, financial services, asset management, careers, family office Thomas Martella tmartella@rockco.com No No Angie Newman: Building a Career Grounded in Purpose and Authentic Connection 2 2 11 11 Angie Newman: Building a Career Grounded in Purpose and Authentic Connection full 3176cec9-e708-4ad3-b514-060a5a8b323c https://genius-loves-company.transistor.fm/s2/11 In the latest episode of Genius Loves Company, Kristen Sario, Southeast Regional President of Rockefeller Global Family Office, interviews Angie Newman, Managing Director of Chase Newman Riordan Wealth Partners at Rockefeller Global Family Office. Angie reflects on early experiences that shaped her relationship with money, including navigating major financial change as a child and learning the importance of preparedness, perspective, and living within one’s means. She shares her path into the financial industry, the resilience required to build a business over decades, and what ultimately drew her to Rockefeller’s collaborative, holistic approach. Along the way, Angie discusses the trust clients place in thoughtful guidance, how conversations often extend beyond investments to legacy and priorities, and why purpose and authenticity remain central to her work. Discover Angie’s story of grit, growth, and meaningful connection.

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center.  RCM012500

]]> In the latest episode of Genius Loves Company, Kristen Sario, Southeast Regional President of Rockefeller Global Family Office, interviews Angie Newman, Managing Director of Chase Newman Riordan Wealth Partners at Rockefeller Global Family Office. Angie reflects on early experiences that shaped her relationship with money, including navigating major financial change as a child and learning the importance of preparedness, perspective, and living within one’s means. She shares her path into the financial industry, the resilience required to build a business over decades, and what ultimately drew her to Rockefeller’s collaborative, holistic approach. Along the way, Angie discusses the trust clients place in thoughtful guidance, how conversations often extend beyond investments to legacy and priorities, and why purpose and authenticity remain central to her work. Discover Angie’s story of grit, growth, and meaningful connection.

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center.  RCM012500

]]> Fri, 27 Feb 2026 12:00:00 -0500 Rockefeller Capital Management Rockefeller Capital Management 1907 In the latest episode of Genius Loves Company, Kristen Sario, Southeast Regional President of Rockefeller Global Family Office, interviews Angie Newman, Managing Director of Chase Newman Riordan Wealth Partners at Rockefeller Global Family Office. Angie reflects on early experiences that shaped her relationship with money, including navigating major financial change as a child and learning the importance of preparedness, perspective, and living within one’s means. She shares her path into the financial industry, the resilience required to build a business over decades, and what ultimately drew her to Rockefeller’s collaborative, holistic approach. Along the way, Angie discusses the trust clients place in thoughtful guidance, how conversations often extend beyond investments to legacy and priorities, and why purpose and authenticity remain central to her work. Discover Angie’s story of grit, growth, and meaningful connection.

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center.  RCM012500

]]> Wealth management, leadership, women, Rockefeller, insights, financial services, asset management, careers, family office No Adrienne Hart: Turning Values into Impact Across Generations 2 2 10 10 Adrienne Hart: Turning Values into Impact Across Generations full 6dc3d032-4813-4125-99d6-86b982d8babb https://genius-loves-company.transistor.fm/s2/10 In the latest episode of Genius Loves Company, Laura Esposito, Rockefeller’s Chief Client Officer, speaks with Adrienne Hart, Head of Philanthropy at Rockefeller Capital Management. Adrienne reflects on her journey from law to philanthropy, sharing insights on structure selection, governance, and educating the next generation. She discusses how listening, clarity, and intentional planning help families align their giving with their values and create impact that lasts.

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-012031

]]> In the latest episode of Genius Loves Company, Laura Esposito, Rockefeller’s Chief Client Officer, speaks with Adrienne Hart, Head of Philanthropy at Rockefeller Capital Management. Adrienne reflects on her journey from law to philanthropy, sharing insights on structure selection, governance, and educating the next generation. She discusses how listening, clarity, and intentional planning help families align their giving with their values and create impact that lasts.

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-012031

]]> Wed, 28 Jan 2026 10:00:00 -0500 Rockefeller Capital Management Rockefeller Capital Management 2020 In the latest episode of Genius Loves Company, Laura Esposito, Rockefeller’s Chief Client Officer, speaks with Adrienne Hart, Head of Philanthropy at Rockefeller Capital Management. Adrienne reflects on her journey from law to philanthropy, sharing insights on structure selection, governance, and educating the next generation. She discusses how listening, clarity, and intentional planning help families align their giving with their values and create impact that lasts.

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-012031

]]> Wealth management, leadership, women, Rockefeller, insights, financial services, asset management, careers, family office No 2025 Wrapped – Lessons, Journeys, and Relentless Progress Forward  2 2 9 9 2025 Wrapped – Lessons, Journeys, and Relentless Progress Forward  full 3d60533f-002b-42dc-9e43-be680abb8bc7 https://genius-loves-company.transistor.fm/s2/9 In Genius Loves Company’s final episode of 2025, hosts Laura Esposito, Rockefeller’s Chief Client Officer, and Kristen Sario, Divisional Director of Rockefeller Global Family Office Southeast Division, revisit inspiring conversations from this year. They share standout quotes and stories from extraordinary women across the Rockefeller network, covering themes of confidence, resilience, growth, and the power of meaningful connections. 

From embracing creativity and trial-and-error to setting audacious goals and protecting your peace, Laura and Kristen reflect on lessons learned and investments that paid dividends, personally and professionally. As they look ahead to 2026, they leave listeners with two guiding principles: Relentless Progress Forward and Protecting Your Peace. 

 

Listen now and join us in celebrating the journeys that shaped 2025. 

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCM ID: RCM011534

]]> In Genius Loves Company’s final episode of 2025, hosts Laura Esposito, Rockefeller’s Chief Client Officer, and Kristen Sario, Divisional Director of Rockefeller Global Family Office Southeast Division, revisit inspiring conversations from this year. They share standout quotes and stories from extraordinary women across the Rockefeller network, covering themes of confidence, resilience, growth, and the power of meaningful connections. 

From embracing creativity and trial-and-error to setting audacious goals and protecting your peace, Laura and Kristen reflect on lessons learned and investments that paid dividends, personally and professionally. As they look ahead to 2026, they leave listeners with two guiding principles: Relentless Progress Forward and Protecting Your Peace. 

 

Listen now and join us in celebrating the journeys that shaped 2025. 

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCM ID: RCM011534

]]> Fri, 19 Dec 2025 11:30:00 -0500 Rockefeller Capital Management Rockefeller Capital Management 1904 In Genius Loves Company’s final episode of 2025, hosts Laura Esposito, Rockefeller’s Chief Client Officer, and Kristen Sario, Divisional Director of Rockefeller Global Family Office Southeast Division, revisit inspiring conversations from this year. They share standout quotes and stories from extraordinary women across the Rockefeller network, covering themes of confidence, resilience, growth, and the power of meaningful connections. 

From embracing creativity and trial-and-error to setting audacious goals and protecting your peace, Laura and Kristen reflect on lessons learned and investments that paid dividends, personally and professionally. As they look ahead to 2026, they leave listeners with two guiding principles: Relentless Progress Forward and Protecting Your Peace. 

 

Listen now and join us in celebrating the journeys that shaped 2025. 

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCM ID: RCM011534

]]> Wealth management, leadership, women, Rockefeller, insights, financial services, asset management, careers, family office No Roots and Wings: How Theresa Gorin Builds Financial Futures That Last 2 2 8 8 Roots and Wings: How Theresa Gorin Builds Financial Futures That Last full b68bab8d-ccfc-4284-9bb5-73d061aadcca https://genius-loves-company.transistor.fm/s2/8 In the latest episode of Genius Loves Company, Kristen Sario, Rockefeller Global Family Office Southeast Divisional Director, interviews Theresa Gorin, Managing Director of Gorin Ressel Wealth Partners at Rockefeller Global Family Office. 

 

Theresa reflects on her upbringing in a small Illinois town, her path to becoming a trusted advisor, and the lessons learned from decades of working with families. She offers advice for young professionals, shares surprising lessons from clients, and discusses how authenticity and collaboration drive success. 

 

Discover how Theresa helps families weave together values and wealth to create lasting legacies. 

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. ID# RCM011146

]]> In the latest episode of Genius Loves Company, Kristen Sario, Rockefeller Global Family Office Southeast Divisional Director, interviews Theresa Gorin, Managing Director of Gorin Ressel Wealth Partners at Rockefeller Global Family Office. 

 

Theresa reflects on her upbringing in a small Illinois town, her path to becoming a trusted advisor, and the lessons learned from decades of working with families. She offers advice for young professionals, shares surprising lessons from clients, and discusses how authenticity and collaboration drive success. 

 

Discover how Theresa helps families weave together values and wealth to create lasting legacies. 

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. ID# RCM011146

]]> Mon, 24 Nov 2025 10:00:00 -0500 Rockefeller Capital Management Rockefeller Capital Management 1551 In the latest episode of Genius Loves Company, Kristen Sario, Rockefeller Global Family Office Southeast Divisional Director, interviews Theresa Gorin, Managing Director of Gorin Ressel Wealth Partners at Rockefeller Global Family Office. 

 

Theresa reflects on her upbringing in a small Illinois town, her path to becoming a trusted advisor, and the lessons learned from decades of working with families. She offers advice for young professionals, shares surprising lessons from clients, and discusses how authenticity and collaboration drive success. 

 

Discover how Theresa helps families weave together values and wealth to create lasting legacies. 

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. ID# RCM011146

]]> Wealth management, leadership, women, Rockefeller, insights, financial services, asset management, careers, family office No Ryan Christine Coulson: From Law to Wealth Strategy – Listening Deeply, Leading Thoughtfully 2 2 7 7 Ryan Christine Coulson: From Law to Wealth Strategy – Listening Deeply, Leading Thoughtfully full 3b6d1084-811a-4915-8a75-63ae3d25bc88 https://genius-loves-company.transistor.fm/s2/7 In the latest episode of Genius Loves Company, Laura Esposito, Head of Enterprise Client Coverage at Rockefeller, sits down with Ryan Christine Coulson, Senior Wealth Strategist at Rockefeller Capital Management. In this wide-ranging conversation, Ryan shares her journey from law school to wealth strategy, reflecting on how her upbringing in a diverse Bay Area community and her early work experiences shaped her values. She offers insights on building resilience, translating complexity into clarity, and helping families align their wealth with their purpose.

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCM010618 

]]> In the latest episode of Genius Loves Company, Laura Esposito, Head of Enterprise Client Coverage at Rockefeller, sits down with Ryan Christine Coulson, Senior Wealth Strategist at Rockefeller Capital Management. In this wide-ranging conversation, Ryan shares her journey from law school to wealth strategy, reflecting on how her upbringing in a diverse Bay Area community and her early work experiences shaped her values. She offers insights on building resilience, translating complexity into clarity, and helping families align their wealth with their purpose.

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCM010618 

]]> Fri, 24 Oct 2025 10:00:00 -0400 Rockefeller Capital Management Rockefeller Capital Management 2166 In the latest episode of Genius Loves Company, Laura Esposito, Head of Enterprise Client Coverage at Rockefeller, sits down with Ryan Christine Coulson, Senior Wealth Strategist at Rockefeller Capital Management. In this wide-ranging conversation, Ryan shares her journey from law school to wealth strategy, reflecting on how her upbringing in a diverse Bay Area community and her early work experiences shaped her values. She offers insights on building resilience, translating complexity into clarity, and helping families align their wealth with their purpose.

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCM010618 

]]> Wealth management, leadership, women, Rockefeller, insights, financial services, asset management, careers, family office No Raised to Rise: Ashley McCarthy's Journey from Rockland to Rockefeller 2 2 6 6 Raised to Rise: Ashley McCarthy's Journey from Rockland to Rockefeller full b9c60aef-7d9a-42f7-b109-462e62146f5a https://genius-loves-company.transistor.fm/s2/6 In this episode of Genius Loves Company, Laura Esposito interviews Ashley McCarthy, Co-Chief Legal Officer at Rockefeller Capital Management. Ashley reflects on her upbringing in Rockland County, where she was raised by a working mom whose example of grit and grace shaped Ashley’s values and work ethic. From Columbia to Cornell Law, through Big Law and into leadership at Rockefeller, Ashley shares insights on mentorship, resilience, and balancing career and family. A powerful story of growth and purpose.

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCM009310

]]> In this episode of Genius Loves Company, Laura Esposito interviews Ashley McCarthy, Co-Chief Legal Officer at Rockefeller Capital Management. Ashley reflects on her upbringing in Rockland County, where she was raised by a working mom whose example of grit and grace shaped Ashley’s values and work ethic. From Columbia to Cornell Law, through Big Law and into leadership at Rockefeller, Ashley shares insights on mentorship, resilience, and balancing career and family. A powerful story of growth and purpose.

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCM009310

]]> Wed, 03 Sep 2025 14:07:12 -0400 Rockefeller Capital Management Rockefeller Capital Management 2173 In this episode of Genius Loves Company, Laura Esposito interviews Ashley McCarthy, Co-Chief Legal Officer at Rockefeller Capital Management. Ashley reflects on her upbringing in Rockland County, where she was raised by a working mom whose example of grit and grace shaped Ashley’s values and work ethic. From Columbia to Cornell Law, through Big Law and into leadership at Rockefeller, Ashley shares insights on mentorship, resilience, and balancing career and family. A powerful story of growth and purpose.

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCM009310

]]> Wealth management, leadership, women, Rockefeller, insights, financial services, asset management, careers, family office No Sabina Lien: From Northern Germany to Winter Park – A Journey of Resilience and Purpose 2 2 5 5 Sabina Lien: From Northern Germany to Winter Park – A Journey of Resilience and Purpose full f0261f9f-dff0-4fd1-8ebf-9ac32f899c2f https://genius-loves-company.transistor.fm/s2/5 In this episode of Genius Loves Company, Kristen Sario, Southeast Divisional Director at Rockefeller Global Family Office, speaks with Sabina Lien, Managing Director and Private Advisor of Lien DeGrace Wealth Partners. Sabina reflects on her early life in rural Germany, her bold move to the U.S. at 21, and her path from hotel management to financial services. She shares how her journey, disciplined mindset, and passion for helping others have shaped her career. From building strong client relationships to training for marathons, Sabina’s story is a powerful reminder of how resilience, values, and vision can lead to a fulfilling life and career.

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCM005580 

]]> In this episode of Genius Loves Company, Kristen Sario, Southeast Divisional Director at Rockefeller Global Family Office, speaks with Sabina Lien, Managing Director and Private Advisor of Lien DeGrace Wealth Partners. Sabina reflects on her early life in rural Germany, her bold move to the U.S. at 21, and her path from hotel management to financial services. She shares how her journey, disciplined mindset, and passion for helping others have shaped her career. From building strong client relationships to training for marathons, Sabina’s story is a powerful reminder of how resilience, values, and vision can lead to a fulfilling life and career.

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCM005580 

]]> Mon, 21 Jul 2025 11:00:00 -0400 Rockefeller Capital Management Rockefeller Capital Management 1389 In this episode of Genius Loves Company, Kristen Sario, Southeast Divisional Director at Rockefeller Global Family Office, speaks with Sabina Lien, Managing Director and Private Advisor of Lien DeGrace Wealth Partners. Sabina reflects on her early life in rural Germany, her bold move to the U.S. at 21, and her path from hotel management to financial services. She shares how her journey, disciplined mindset, and passion for helping others have shaped her career. From building strong client relationships to training for marathons, Sabina’s story is a powerful reminder of how resilience, values, and vision can lead to a fulfilling life and career.

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCM005580 

]]> Wealth management, leadership, women, Rockefeller, insights, financial services, asset management, careers, family office No Grace Yoon: From Seoul to Wall Street – Bridging Cultures, Capital, and Purpose 2 2 4 4 Grace Yoon: From Seoul to Wall Street – Bridging Cultures, Capital, and Purpose full d1ec5635-12bc-4a05-a0a3-a6df66f3f449 https://genius-loves-company.transistor.fm/s2/4 In this episode of Genius Loves Company, Laura Esposito speaks with Grace Yoon, Head of Strategic Partnerships and Community Impact at Rockefeller Capital Management. Grace reflects on her multicultural upbringing, her early career in global investment banking, and her leadership in building Rockefeller’s Next Gen Council, financial education programs, Lifestyle Advisory platform and community impact initiatives. She shares how her entrepreneurial mindset, and her commitment to health and family have guided her journey. This episode is a powerful look at how values, vision, and resilience can shape a meaningful career in finance.

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCM004940

]]> In this episode of Genius Loves Company, Laura Esposito speaks with Grace Yoon, Head of Strategic Partnerships and Community Impact at Rockefeller Capital Management. Grace reflects on her multicultural upbringing, her early career in global investment banking, and her leadership in building Rockefeller’s Next Gen Council, financial education programs, Lifestyle Advisory platform and community impact initiatives. She shares how her entrepreneurial mindset, and her commitment to health and family have guided her journey. This episode is a powerful look at how values, vision, and resilience can shape a meaningful career in finance.

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCM004940

]]> Tue, 10 Jun 2025 09:30:00 -0400 Rockefeller Capital Management Rockefeller Capital Management 1955 In this episode of Genius Loves Company, Laura Esposito speaks with Grace Yoon, Head of Strategic Partnerships and Community Impact at Rockefeller Capital Management. Grace reflects on her multicultural upbringing, her early career in global investment banking, and her leadership in building Rockefeller’s Next Gen Council, financial education programs, Lifestyle Advisory platform and community impact initiatives. She shares how her entrepreneurial mindset, and her commitment to health and family have guided her journey. This episode is a powerful look at how values, vision, and resilience can shape a meaningful career in finance.

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCM004940

]]> Wealth management, leadership, women, Rockefeller, insights, financial services, asset management, careers, family office No Terri Ucci: From Childhood Savings to Client Confidante, Counselor and Personal CFO 2 2 3 3 Terri Ucci: From Childhood Savings to Client Confidante, Counselor and Personal CFO full 588c5da5-1131-48a2-81b7-3f8dcb63a022 https://genius-loves-company.transistor.fm/s2/3 In the latest episode of Genius Loves Company, Kristen Sario, Southeast Divisional Director at Rockefeller Global Family Office, interviews Terri Ucci, Managing Director of Ucci Wealth Partners and one of Rockefeller’s top Private Advisors. Terri delves into her captivating journey, from early lessons in money management to her thriving career in financial advising. She discusses major shifts in the financial industry, such as the rise of FinTech, and emphasizes the importance of maintaining a personal touch in client relationships.

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCM004447

]]> In the latest episode of Genius Loves Company, Kristen Sario, Southeast Divisional Director at Rockefeller Global Family Office, interviews Terri Ucci, Managing Director of Ucci Wealth Partners and one of Rockefeller’s top Private Advisors. Terri delves into her captivating journey, from early lessons in money management to her thriving career in financial advising. She discusses major shifts in the financial industry, such as the rise of FinTech, and emphasizes the importance of maintaining a personal touch in client relationships.

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCM004447

]]> Fri, 25 Apr 2025 09:00:00 -0400 Rockefeller Capital Management Rockefeller Capital Management 1201 In the latest episode of Genius Loves Company, Kristen Sario, Southeast Divisional Director at Rockefeller Global Family Office, interviews Terri Ucci, Managing Director of Ucci Wealth Partners and one of Rockefeller’s top Private Advisors. Terri delves into her captivating journey, from early lessons in money management to her thriving career in financial advising. She discusses major shifts in the financial industry, such as the rise of FinTech, and emphasizes the importance of maintaining a personal touch in client relationships.

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCM004447

]]> Wealth management, leadership, women, Rockefeller, insights, financial services, asset management, careers, family office No Alysia Reiner: Inside the Life and Lessons of an Actor and Producer 2 2 2 2 Alysia Reiner: Inside the Life and Lessons of an Actor and Producer full e35c937f-35a2-47e9-b19d-f207c9bcbe4f https://genius-loves-company.transistor.fm/s2/2 In a special Women’s History Month episode of Genius Loves Company, Angela Mwanza, Private Advisor and Managing Director leading Oryx Legacy Partners at Rockefeller Capital Management, engages in conversation with actor, producer, and philanthropist, Alysia Reiner. Their discussion covers Alysia’s early life, her dynamic career in acting and film production, and the lessons she’s learned along the way.

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.

This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-003703

]]> In a special Women’s History Month episode of Genius Loves Company, Angela Mwanza, Private Advisor and Managing Director leading Oryx Legacy Partners at Rockefeller Capital Management, engages in conversation with actor, producer, and philanthropist, Alysia Reiner. Their discussion covers Alysia’s early life, her dynamic career in acting and film production, and the lessons she’s learned along the way.

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.

This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-003703

]]> Fri, 21 Mar 2025 10:00:00 -0400 Rockefeller Capital Management Rockefeller Capital Management 1359 In a special Women’s History Month episode of Genius Loves Company, Angela Mwanza, Private Advisor and Managing Director leading Oryx Legacy Partners at Rockefeller Capital Management, engages in conversation with actor, producer, and philanthropist, Alysia Reiner. Their discussion covers Alysia’s early life, her dynamic career in acting and film production, and the lessons she’s learned along the way.

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.

This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-003703

]]> Wealth management, leadership, women, Rockefeller, insights, financial services, asset management, careers, family office No Sam Cooper: From Competitive Roots to Financial Leadership – Building Confidence and Embracing Change 2 2 1 1 Sam Cooper: From Competitive Roots to Financial Leadership – Building Confidence and Embracing Change full 59e41ab6-ebe7-48a1-b0d1-c94151c9201b https://genius-loves-company.transistor.fm/s2/1 In the first Genius Loves Company episode of 2025, Rockefeller’s Head of Enterprise Client Coverage, Laura Esposito, sits down with Sam Cooper, Managing Director and Head of Distribution at Rockefeller Capital Management. In this wide-ranging conversation, Sam describes her career path from her early interest in finance to her current leadership role. She reflects on how her competitive upbringing in sports and the unwavering support of her family have shaped her journey. She offers valuable perspectives on building confidence, managing setbacks, and embracing change in one's professional journey.
 
To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCM: 003116   

]]> In the first Genius Loves Company episode of 2025, Rockefeller’s Head of Enterprise Client Coverage, Laura Esposito, sits down with Sam Cooper, Managing Director and Head of Distribution at Rockefeller Capital Management. In this wide-ranging conversation, Sam describes her career path from her early interest in finance to her current leadership role. She reflects on how her competitive upbringing in sports and the unwavering support of her family have shaped her journey. She offers valuable perspectives on building confidence, managing setbacks, and embracing change in one's professional journey.
 
To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCM: 003116   

]]> Thu, 13 Feb 2025 09:13:12 -0500 Rockefeller Capital Management Rockefeller Capital Management 2368 In the first Genius Loves Company episode of 2025, Rockefeller’s Head of Enterprise Client Coverage, Laura Esposito, sits down with Sam Cooper, Managing Director and Head of Distribution at Rockefeller Capital Management. In this wide-ranging conversation, Sam describes her career path from her early interest in finance to her current leadership role. She reflects on how her competitive upbringing in sports and the unwavering support of her family have shaped her journey. She offers valuable perspectives on building confidence, managing setbacks, and embracing change in one's professional journey.
 
To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCM: 003116   

]]> Wealth management, leadership, women, Rockefeller, insights, financial services, asset management, careers, family office No 2024 Wrapped – Lessons Learned from the Women of Genius Loves Company 1 1 13 13 2024 Wrapped – Lessons Learned from the Women of Genius Loves Company full 42576b49-7814-4158-bded-139ea3ff7745 https://genius-loves-company.transistor.fm/s1/13 In Genius Loves Company’s final episode of 2024, Kristen Sario, Rockefeller Global Family Office Southeast Divisional Director, and Laura Esposito, Head of Rockefeller’s Enterprise Client Coverage Group, reflect on their favorite moments, stories and pieces of wisdom shared by extraordinary women in the Rockefeller network this year. Kristen and Laura discuss the key lessons and reflect on some of the memorable quotes from their conversations, revealing how diverse life experiences, priorities, and values foster personal growth and connect to delivering value for clients.  

 

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID: 1428079438-7210 

]]> In Genius Loves Company’s final episode of 2024, Kristen Sario, Rockefeller Global Family Office Southeast Divisional Director, and Laura Esposito, Head of Rockefeller’s Enterprise Client Coverage Group, reflect on their favorite moments, stories and pieces of wisdom shared by extraordinary women in the Rockefeller network this year. Kristen and Laura discuss the key lessons and reflect on some of the memorable quotes from their conversations, revealing how diverse life experiences, priorities, and values foster personal growth and connect to delivering value for clients.  

 

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID: 1428079438-7210 

]]> Thu, 19 Dec 2024 10:30:00 -0500 Rockefeller Capital Management Rockefeller Capital Management 2290 In Genius Loves Company’s final episode of 2024, Kristen Sario, Rockefeller Global Family Office Southeast Divisional Director, and Laura Esposito, Head of Rockefeller’s Enterprise Client Coverage Group, reflect on their favorite moments, stories and pieces of wisdom shared by extraordinary women in the Rockefeller network this year. Kristen and Laura discuss the key lessons and reflect on some of the memorable quotes from their conversations, revealing how diverse life experiences, priorities, and values foster personal growth and connect to delivering value for clients.  

 

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID: 1428079438-7210 

]]> Wealth management, leadership, women, Rockefeller, insights, financial services, asset management, careers, family office No Mia Cardwell: Building Your Financial Future - A Private Advisor's Keys to Navigating a Career, Raising a Family, and Achieving Your Goals 1 1 12 12 Mia Cardwell: Building Your Financial Future - A Private Advisor's Keys to Navigating a Career, Raising a Family, and Achieving Your Goals full 6642d468-1ffe-410d-8e0e-088c8b08a246 https://genius-loves-company.transistor.fm/s1/12 In the twelfth episode of Genius Loves Company, Kristen Sario, Southeast Divisional Director of Rockefeller Global Family Office, sits down for an enlightening conversation with Mia Cardwell, Managing Director of Cardwell Wealth Partners and one of Rockefeller’s leading Private Advisors. This wide-ranging discussion delves into Mia’s client-centric approach to financial planning, emphasizing the importance of cultivating deep relationships and trust. Mia also reflects on her journey of balancing a growing career with raising a family and shares the most valuable financial advice she has ever received.

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-1428079438-6761

]]> In the twelfth episode of Genius Loves Company, Kristen Sario, Southeast Divisional Director of Rockefeller Global Family Office, sits down for an enlightening conversation with Mia Cardwell, Managing Director of Cardwell Wealth Partners and one of Rockefeller’s leading Private Advisors. This wide-ranging discussion delves into Mia’s client-centric approach to financial planning, emphasizing the importance of cultivating deep relationships and trust. Mia also reflects on her journey of balancing a growing career with raising a family and shares the most valuable financial advice she has ever received.

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-1428079438-6761

]]> Tue, 29 Oct 2024 12:00:00 -0400 Rockefeller Capital Management Rockefeller Capital Management 1606 In the twelfth episode of Genius Loves Company, Kristen Sario, Southeast Divisional Director of Rockefeller Global Family Office, sits down for an enlightening conversation with Mia Cardwell, Managing Director of Cardwell Wealth Partners and one of Rockefeller’s leading Private Advisors. This wide-ranging discussion delves into Mia’s client-centric approach to financial planning, emphasizing the importance of cultivating deep relationships and trust. Mia also reflects on her journey of balancing a growing career with raising a family and shares the most valuable financial advice she has ever received.

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-1428079438-6761

]]> Wealth management, leadership, women, Rockefeller, insights, financial services, asset management, careers, family office No Lisi Madden: Writing Your Own Legacy - Inside the Mind of a Leading Trust and Estate Planner 1 1 11 11 Lisi Madden: Writing Your Own Legacy - Inside the Mind of a Leading Trust and Estate Planner full b99f4c3f-1923-423f-a1b6-f01929bb9018 https://genius-loves-company.transistor.fm/s1/11 In the eleventh episode of Genius Loves Company, Laura Esposito, Rockefeller’s Head of Enterprise Client Coverage Group, sits down with Lisi Madden, Managing Director and Head of Fiduciary Services at Rockefeller Global Family Office. In her role, Lisi is responsible for all activities across both Rockefeller Trust Company, N.A and The Rockefeller Trust Company (Delaware). In this wide-ranging conversation, Lisi shares her journey from spending her formative years abroad in Europe to falling in love with law in the United States, the importance of human connection in trust in estate planning for high-net-worth and ultra-high-net-worth individuals, and how she cultivated a fierce confidence to tackle everything from marathons to navigating the complexities of tax law. 

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-1428079438-6551 

]]> In the eleventh episode of Genius Loves Company, Laura Esposito, Rockefeller’s Head of Enterprise Client Coverage Group, sits down with Lisi Madden, Managing Director and Head of Fiduciary Services at Rockefeller Global Family Office. In her role, Lisi is responsible for all activities across both Rockefeller Trust Company, N.A and The Rockefeller Trust Company (Delaware). In this wide-ranging conversation, Lisi shares her journey from spending her formative years abroad in Europe to falling in love with law in the United States, the importance of human connection in trust in estate planning for high-net-worth and ultra-high-net-worth individuals, and how she cultivated a fierce confidence to tackle everything from marathons to navigating the complexities of tax law. 

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-1428079438-6551 

]]> Mon, 30 Sep 2024 12:15:00 -0400 Rockefeller Capital Management Rockefeller Capital Management 1718 In the eleventh episode of Genius Loves Company, Laura Esposito, Rockefeller’s Head of Enterprise Client Coverage Group, sits down with Lisi Madden, Managing Director and Head of Fiduciary Services at Rockefeller Global Family Office. In her role, Lisi is responsible for all activities across both Rockefeller Trust Company, N.A and The Rockefeller Trust Company (Delaware). In this wide-ranging conversation, Lisi shares her journey from spending her formative years abroad in Europe to falling in love with law in the United States, the importance of human connection in trust in estate planning for high-net-worth and ultra-high-net-worth individuals, and how she cultivated a fierce confidence to tackle everything from marathons to navigating the complexities of tax law. 

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-1428079438-6551 

]]> Wealth management, leadership, women, Rockefeller, insights, financial services, asset management, careers, family office No Angela Mwanza: Scale Your Mountain, Run Your Race - Inside the Journey of a World Citizen and Trusted Financial Advisor 1 1 10 10 Angela Mwanza: Scale Your Mountain, Run Your Race - Inside the Journey of a World Citizen and Trusted Financial Advisor full cd8bf17f-49cd-4b1b-8de5-9d5e3c4574ed https://genius-loves-company.transistor.fm/s1/10 In the tenth episode of Genius Loves Company, Kristen Sario, Southeast Divisional Director of Rockefeller Global Family Office sits down with Angela Mwanza, one of Rockefeller’s leading Private Advisors and Managing Director of Oryx Legacy Partners, her seven-person team based in New York and San Francisco. In a wide-ranging conversation, Angela shares her journey from growing up in Zambia to beginning a career in wealth management, and how being a world citizen has shaped her perspective and approach to advising clients at the intersection of finance, family and philanthropy.

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.

This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-1428079438-6279

]]> In the tenth episode of Genius Loves Company, Kristen Sario, Southeast Divisional Director of Rockefeller Global Family Office sits down with Angela Mwanza, one of Rockefeller’s leading Private Advisors and Managing Director of Oryx Legacy Partners, her seven-person team based in New York and San Francisco. In a wide-ranging conversation, Angela shares her journey from growing up in Zambia to beginning a career in wealth management, and how being a world citizen has shaped her perspective and approach to advising clients at the intersection of finance, family and philanthropy.

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.

This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-1428079438-6279

]]> Thu, 15 Aug 2024 12:00:00 -0400 Rockefeller Capital Management Rockefeller Capital Management 1372 In the tenth episode of Genius Loves Company, Kristen Sario, Southeast Divisional Director of Rockefeller Global Family Office sits down with Angela Mwanza, one of Rockefeller’s leading Private Advisors and Managing Director of Oryx Legacy Partners, her seven-person team based in New York and San Francisco. In a wide-ranging conversation, Angela shares her journey from growing up in Zambia to beginning a career in wealth management, and how being a world citizen has shaped her perspective and approach to advising clients at the intersection of finance, family and philanthropy.

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.

This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-1428079438-6279

]]> Wealth management, leadership, women, Rockefeller, insights, financial services, asset management, careers, family office No Andrea Jung: Follow Your Compass, Not Your Clock - A Business Trailblazer’s Keys to a Passionate Career 1 1 9 9 Andrea Jung: Follow Your Compass, Not Your Clock - A Business Trailblazer’s Keys to a Passionate Career full ea908560-60d1-48b1-aa46-3950f36ee8de https://genius-loves-company.transistor.fm/s1/9 In the ninth episode of Genius Loves Company, Laura Esposito, Rockefeller’s Head of Enterprise Client Coverage Group, sits down with Andrea Jung, the President and CEO of Grameen America, a nonprofit organization dedicated to helping low-income entrepreneurial women build businesses to enable financial mobility, and a member of the board of Rockefeller Capital Management.  

 

A trailblazer in business, Andrea was the first woman elected to CEO of Avon and was one of the first women to hold an executive position at a Fortune 500 company. Throughout her career, Andrea has been a stalwart champion of women’s empowerment and lauded globally for her philanthropic contributions to female-focused causes. She also serves on the boards of Apple, Unilever and Wayfair. 

 

In a wide-ranging conversation, Andrea shares the journey to her meteoric rise to leadership, how she revolutionized a 100-year-old brand, and her dedication to empowering women economically.

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-1428079438-6106

]]> In the ninth episode of Genius Loves Company, Laura Esposito, Rockefeller’s Head of Enterprise Client Coverage Group, sits down with Andrea Jung, the President and CEO of Grameen America, a nonprofit organization dedicated to helping low-income entrepreneurial women build businesses to enable financial mobility, and a member of the board of Rockefeller Capital Management.  

 

A trailblazer in business, Andrea was the first woman elected to CEO of Avon and was one of the first women to hold an executive position at a Fortune 500 company. Throughout her career, Andrea has been a stalwart champion of women’s empowerment and lauded globally for her philanthropic contributions to female-focused causes. She also serves on the boards of Apple, Unilever and Wayfair. 

 

In a wide-ranging conversation, Andrea shares the journey to her meteoric rise to leadership, how she revolutionized a 100-year-old brand, and her dedication to empowering women economically.

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-1428079438-6106

]]> Thu, 25 Jul 2024 14:30:00 -0400 Rockefeller Capital Management Rockefeller Capital Management 2283 In the ninth episode of Genius Loves Company, Laura Esposito, Rockefeller’s Head of Enterprise Client Coverage Group, sits down with Andrea Jung, the President and CEO of Grameen America, a nonprofit organization dedicated to helping low-income entrepreneurial women build businesses to enable financial mobility, and a member of the board of Rockefeller Capital Management.  

 

A trailblazer in business, Andrea was the first woman elected to CEO of Avon and was one of the first women to hold an executive position at a Fortune 500 company. Throughout her career, Andrea has been a stalwart champion of women’s empowerment and lauded globally for her philanthropic contributions to female-focused causes. She also serves on the boards of Apple, Unilever and Wayfair. 

 

In a wide-ranging conversation, Andrea shares the journey to her meteoric rise to leadership, how she revolutionized a 100-year-old brand, and her dedication to empowering women economically.

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-1428079438-6106

]]> Wealth management, leadership, women, Rockefeller, insights, financial services, asset management, careers, family office No Alex Lebenthal: Connecting Women-Led Businesses to Capital – Inside the Career of a Leading Investment Banker 1 1 8 8 Alex Lebenthal: Connecting Women-Led Businesses to Capital – Inside the Career of a Leading Investment Banker full cf687d57-b025-46ef-8127-14b84b97626b https://genius-loves-company.transistor.fm/s1/8 In the eighth episode of Genius Loves Company, Laura Esposito, Rockefeller’s Head of Enterprise Client Coverage Group, sits down with Alex Lebenthal, Managing Director and Senior Banker within Rockefeller Capital Management’s Global Investment Banking division. Alex has been a pillar in the financial services industry for over three decades – having served as the CEO of her family’s longstanding business, Lebenthal & Co., a Senior Advisor in Houlihan Lokey’s Financial Sponsors group, and more. Today at Rockefeller, she leads the firm’s efforts to connect with financial sponsors and women led and owned businesses. In an in-depth conversation, Alex shares the stories that inspired her to begin a career in finance, her journey to leading and subsequently selling a family-owned enterprise and her passion for empowering women owned and led businesses through connecting them to capital.

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.

This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-1428079438-4198

]]> In the eighth episode of Genius Loves Company, Laura Esposito, Rockefeller’s Head of Enterprise Client Coverage Group, sits down with Alex Lebenthal, Managing Director and Senior Banker within Rockefeller Capital Management’s Global Investment Banking division. Alex has been a pillar in the financial services industry for over three decades – having served as the CEO of her family’s longstanding business, Lebenthal & Co., a Senior Advisor in Houlihan Lokey’s Financial Sponsors group, and more. Today at Rockefeller, she leads the firm’s efforts to connect with financial sponsors and women led and owned businesses. In an in-depth conversation, Alex shares the stories that inspired her to begin a career in finance, her journey to leading and subsequently selling a family-owned enterprise and her passion for empowering women owned and led businesses through connecting them to capital.

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.

This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-1428079438-4198

]]> Mon, 01 Jul 2024 10:34:46 -0400 Rockefeller Capital Management Rockefeller Capital Management 2029 In the eighth episode of Genius Loves Company, Laura Esposito, Rockefeller’s Head of Enterprise Client Coverage Group, sits down with Alex Lebenthal, Managing Director and Senior Banker within Rockefeller Capital Management’s Global Investment Banking division. Alex has been a pillar in the financial services industry for over three decades – having served as the CEO of her family’s longstanding business, Lebenthal & Co., a Senior Advisor in Houlihan Lokey’s Financial Sponsors group, and more. Today at Rockefeller, she leads the firm’s efforts to connect with financial sponsors and women led and owned businesses. In an in-depth conversation, Alex shares the stories that inspired her to begin a career in finance, her journey to leading and subsequently selling a family-owned enterprise and her passion for empowering women owned and led businesses through connecting them to capital.

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.

This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-1428079438-4198

]]> Wealth management, leadership, women, Rockefeller, insights, financial services, asset management, careers, family office No Valerie Rockefeller: Living With Legacy - Upholding Family Tradition and Carving a New Path as an Educator 1 1 7 7 Valerie Rockefeller: Living With Legacy - Upholding Family Tradition and Carving a New Path as an Educator full 223d4bae-885e-4670-9632-658a210d433b https://genius-loves-company.transistor.fm/s1/7 In the seventh episode of Genius Loves Company, Laura Esposito, Rockefeller’s Head of Enterprise Client Coverage Group, sits down with Valerie Rockefeller, an educator, philanthropist, and fifth-generation member of the Rockefeller family. Valerie’s passion for education carried her from the world of West Virginia politics to leading her own classroom in New York as a special education teacher at Central Park East Secondary School in East Harlem. Currently, she sits on the board of Rockefeller Philanthropy Advisors, one of the world’s largest philanthropic services organizations. 

 

In a wide-ranging conversation, Valerie shares what it was like to grow up as a Rockefeller, how she discovered her passion for teaching and the environment, and her journey to becoming a champion of the family’s long standing dedication to education.


To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-1428079438-4198

]]> In the seventh episode of Genius Loves Company, Laura Esposito, Rockefeller’s Head of Enterprise Client Coverage Group, sits down with Valerie Rockefeller, an educator, philanthropist, and fifth-generation member of the Rockefeller family. Valerie’s passion for education carried her from the world of West Virginia politics to leading her own classroom in New York as a special education teacher at Central Park East Secondary School in East Harlem. Currently, she sits on the board of Rockefeller Philanthropy Advisors, one of the world’s largest philanthropic services organizations. 

 

In a wide-ranging conversation, Valerie shares what it was like to grow up as a Rockefeller, how she discovered her passion for teaching and the environment, and her journey to becoming a champion of the family’s long standing dedication to education.


To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-1428079438-4198

]]> Thu, 30 May 2024 14:00:00 -0400 Rockefeller Capital Management Rockefeller Capital Management 2054 In the seventh episode of Genius Loves Company, Laura Esposito, Rockefeller’s Head of Enterprise Client Coverage Group, sits down with Valerie Rockefeller, an educator, philanthropist, and fifth-generation member of the Rockefeller family. Valerie’s passion for education carried her from the world of West Virginia politics to leading her own classroom in New York as a special education teacher at Central Park East Secondary School in East Harlem. Currently, she sits on the board of Rockefeller Philanthropy Advisors, one of the world’s largest philanthropic services organizations. 

 

In a wide-ranging conversation, Valerie shares what it was like to grow up as a Rockefeller, how she discovered her passion for teaching and the environment, and her journey to becoming a champion of the family’s long standing dedication to education.


To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-1428079438-4198

]]> Wealth management, leadership, women, Rockefeller, insights, financial services, asset management, careers, family office No Alex Petrone: From Javelin Throwing to the Municipal Markets – The Journey of a Fixed Income Investor 1 1 6 6 Alex Petrone: From Javelin Throwing to the Municipal Markets – The Journey of a Fixed Income Investor full 4254e5a5-6137-47f3-ae44-0e72fda88646 https://genius-loves-company.transistor.fm/s1/6 In the sixth episode of Genius Loves Company, Laura Esposito, Rockefeller’s Head of Enterprise Client Coverage Group sits down with Alex Petrone, Director of Fixed Income at Rockefeller Asset Management. In her role, Alex is responsible for leading Rockefeller Asset Management’s Fixed Income business – setting strategy, driving investment performance, and working closely with current and prospective clients. The in-depth conversation explores Alex’s journey from student athlete to fixed income investor, the lessons learned along the way and the most important financial advice she’s ever received.

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-1428079438-4198

]]> In the sixth episode of Genius Loves Company, Laura Esposito, Rockefeller’s Head of Enterprise Client Coverage Group sits down with Alex Petrone, Director of Fixed Income at Rockefeller Asset Management. In her role, Alex is responsible for leading Rockefeller Asset Management’s Fixed Income business – setting strategy, driving investment performance, and working closely with current and prospective clients. The in-depth conversation explores Alex’s journey from student athlete to fixed income investor, the lessons learned along the way and the most important financial advice she’s ever received.

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-1428079438-4198

]]> Tue, 02 Apr 2024 12:00:00 -0400 Rockefeller Capital Management Rockefeller Capital Management 1687 In the sixth episode of Genius Loves Company, Laura Esposito, Rockefeller’s Head of Enterprise Client Coverage Group sits down with Alex Petrone, Director of Fixed Income at Rockefeller Asset Management. In her role, Alex is responsible for leading Rockefeller Asset Management’s Fixed Income business – setting strategy, driving investment performance, and working closely with current and prospective clients. The in-depth conversation explores Alex’s journey from student athlete to fixed income investor, the lessons learned along the way and the most important financial advice she’s ever received.

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-1428079438-4198

]]> Wealth management, leadership, women, Rockefeller, insights, financial services, asset management, careers, family office No Jannah Devine: The Value of Advice - How Curiosity and Care Can Propel Your Career Forward 1 1 5 5 Jannah Devine: The Value of Advice - How Curiosity and Care Can Propel Your Career Forward full 8c282021-af03-4b29-a9ea-a35c47dab0e5 https://genius-loves-company.transistor.fm/s1/5 In the fifth episode of Genius Loves Company, Kristen Sario, Southeast Divisional Director of Rockefeller Global Family Office sits down with one of Rockefeller’s leading Private Advisors, Jannah Devine. A Co-Leader of Oglevee & Devine Wealth Partners, her five-person team based in Newport Beach, CA, Jannah discusses the best financial advice she’s ever received, the importance of valued advice in this information age, and how her curiosity and care for her clients has propelled her career forward.   

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-1428079438-4198

]]> In the fifth episode of Genius Loves Company, Kristen Sario, Southeast Divisional Director of Rockefeller Global Family Office sits down with one of Rockefeller’s leading Private Advisors, Jannah Devine. A Co-Leader of Oglevee & Devine Wealth Partners, her five-person team based in Newport Beach, CA, Jannah discusses the best financial advice she’s ever received, the importance of valued advice in this information age, and how her curiosity and care for her clients has propelled her career forward.   

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-1428079438-4198

]]> Thu, 29 Feb 2024 03:01:00 -0500 Rockefeller Capital Management Rockefeller Capital Management 1158 In the fifth episode of Genius Loves Company, Kristen Sario, Southeast Divisional Director of Rockefeller Global Family Office sits down with one of Rockefeller’s leading Private Advisors, Jannah Devine. A Co-Leader of Oglevee & Devine Wealth Partners, her five-person team based in Newport Beach, CA, Jannah discusses the best financial advice she’s ever received, the importance of valued advice in this information age, and how her curiosity and care for her clients has propelled her career forward.   

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.


This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-1428079438-4198

]]> Wealth management, leadership, women, Rockefeller, insights, financial services, asset management, careers, family office No Shelly Lazarus: How to Move the Needle - Inside the Career of an Advertising Trailblazer 1 1 4 4 Shelly Lazarus: How to Move the Needle - Inside the Career of an Advertising Trailblazer full bc4f2169-01e6-4a17-9401-5f13bd296a12 https://genius-loves-company.transistor.fm/s1/4 In the fourth episode of Genius Loves Company, Laura Esposito, Head of Rockefeller’s Enterprise Client Coverage Group, sits down with Shelly Lazarus, Chairman Emeritus of Ogilvy, the global advertising, marketing and public relations agency, and a member of the Board at Rockefeller Capital Management.  

Known to many as one of the most powerful executives in the advertising industry and one of the most influential women in business, Shelly began her career at Ogilvy & Mather in 1971 and shot inexorably up through the ranks to become CEO in 1996 and then chairman for more than a decade. She became Chairman Emeritus in 2012. Throughout her tenure, she attracted some of the world’s largest and most respected brands including American Express, BP, Coca-Cola, IBM and Unilever among many others. Shelly also serves on the boards of several corporate, philanthropic and academic institutions, including: The Blackstone Group, Organon, New York Presbyterian Hospital, Committee Encouraging Corporate Philanthropy, World Wildlife Fund, Partnership for New York City, Lincoln Center, and the Board of Overseers of Columbia Business School, where she received her MBA in 1970.   

In an in-depth conversation, Shelly and Laura discuss the power of “ten-year ideas,” the drive to think big, inspiring creative and workplace bravery in those around you, and the value of growing with your clients over the long-term. 

To learn more about Rockefeller Capital Management, visit rockco.com, keep up with our updates on LinkedIn or Instagram, and follow along wherever you listen to podcasts.  

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.

This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.
 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-1428079438-4198

]]> In the fourth episode of Genius Loves Company, Laura Esposito, Head of Rockefeller’s Enterprise Client Coverage Group, sits down with Shelly Lazarus, Chairman Emeritus of Ogilvy, the global advertising, marketing and public relations agency, and a member of the Board at Rockefeller Capital Management.  

Known to many as one of the most powerful executives in the advertising industry and one of the most influential women in business, Shelly began her career at Ogilvy & Mather in 1971 and shot inexorably up through the ranks to become CEO in 1996 and then chairman for more than a decade. She became Chairman Emeritus in 2012. Throughout her tenure, she attracted some of the world’s largest and most respected brands including American Express, BP, Coca-Cola, IBM and Unilever among many others. Shelly also serves on the boards of several corporate, philanthropic and academic institutions, including: The Blackstone Group, Organon, New York Presbyterian Hospital, Committee Encouraging Corporate Philanthropy, World Wildlife Fund, Partnership for New York City, Lincoln Center, and the Board of Overseers of Columbia Business School, where she received her MBA in 1970.   

In an in-depth conversation, Shelly and Laura discuss the power of “ten-year ideas,” the drive to think big, inspiring creative and workplace bravery in those around you, and the value of growing with your clients over the long-term. 

To learn more about Rockefeller Capital Management, visit rockco.com, keep up with our updates on LinkedIn or Instagram, and follow along wherever you listen to podcasts.  

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.

This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.
 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-1428079438-4198

]]> Thu, 25 Jan 2024 09:26:00 -0500 Rockefeller Capital Management Rockefeller Capital Management 2203 In the fourth episode of Genius Loves Company, Laura Esposito, Head of Rockefeller’s Enterprise Client Coverage Group, sits down with Shelly Lazarus, Chairman Emeritus of Ogilvy, the global advertising, marketing and public relations agency, and a member of the Board at Rockefeller Capital Management.  

Known to many as one of the most powerful executives in the advertising industry and one of the most influential women in business, Shelly began her career at Ogilvy & Mather in 1971 and shot inexorably up through the ranks to become CEO in 1996 and then chairman for more than a decade. She became Chairman Emeritus in 2012. Throughout her tenure, she attracted some of the world’s largest and most respected brands including American Express, BP, Coca-Cola, IBM and Unilever among many others. Shelly also serves on the boards of several corporate, philanthropic and academic institutions, including: The Blackstone Group, Organon, New York Presbyterian Hospital, Committee Encouraging Corporate Philanthropy, World Wildlife Fund, Partnership for New York City, Lincoln Center, and the Board of Overseers of Columbia Business School, where she received her MBA in 1970.   

In an in-depth conversation, Shelly and Laura discuss the power of “ten-year ideas,” the drive to think big, inspiring creative and workplace bravery in those around you, and the value of growing with your clients over the long-term. 

To learn more about Rockefeller Capital Management, visit rockco.com, keep up with our updates on LinkedIn or Instagram, and follow along wherever you listen to podcasts.  

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.

This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.
 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-1428079438-4198

]]> Wealth management, leadership, women, Rockefeller, insights, financial services, asset management, careers, family office No Tammi Lauder: From a Psychology Major to Financial Advisor - How Understanding Client Mindsets Benefits Her Advisory Practice 1 1 3 3 Tammi Lauder: From a Psychology Major to Financial Advisor - How Understanding Client Mindsets Benefits Her Advisory Practice full 5c71efcd-a7e4-4804-a107-267eb918d935 https://genius-loves-company.transistor.fm/s1/3 In the third episode of Genius Loves Company, Kristen Sario, Southeast Divisional Director of Rockefeller Global Family Office sits down with one of Rockefeller’s leading Private Advisors, Tammie Lauder. A Co-Leader of Landmark Group, her five-person team based in Stamford, CT, Tammie discusses how her background in psychology benefits her clients and practice, the power of networking, and how the industry has evolved throughout her over 40-year career. 

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.

This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-1428079438-4198

]]> In the third episode of Genius Loves Company, Kristen Sario, Southeast Divisional Director of Rockefeller Global Family Office sits down with one of Rockefeller’s leading Private Advisors, Tammie Lauder. A Co-Leader of Landmark Group, her five-person team based in Stamford, CT, Tammie discusses how her background in psychology benefits her clients and practice, the power of networking, and how the industry has evolved throughout her over 40-year career. 

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.

This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-1428079438-4198

]]> Thu, 28 Dec 2023 03:01:00 -0500 Rockefeller Capital Management Rockefeller Capital Management 1350 In the third episode of Genius Loves Company, Kristen Sario, Southeast Divisional Director of Rockefeller Global Family Office sits down with one of Rockefeller’s leading Private Advisors, Tammie Lauder. A Co-Leader of Landmark Group, her five-person team based in Stamford, CT, Tammie discusses how her background in psychology benefits her clients and practice, the power of networking, and how the industry has evolved throughout her over 40-year career. 

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.

This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-1428079438-4198

]]> Wealth management, leadership, women, Rockefeller, insights, financial services, asset management, careers, family office No Avery Sheffield: From Neuroscience to Financial Markets - The Journey of a Leading Portfolio Manager 1 1 2 2 Avery Sheffield: From Neuroscience to Financial Markets - The Journey of a Leading Portfolio Manager full e9be32b6-0fe3-4629-8ea6-6228959a37e6 https://genius-loves-company.transistor.fm/s1/2 In the second episode of Genius Loves Company, Laura Esposito, Head of Rockefeller’s Enterprise Client Coverage Group sits down with Avery Sheffield, Co-Founder and Chief Investment Officer of VantageRock at Rockefeller Asset Management. In an in-depth interview, they discuss Avery’s journey from a neuroscience major to portfolio manager, the qualities of a successful investor, advice to young professionals and how to deliver value for clients. 

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.

This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-1428079438-4198

]]> In the second episode of Genius Loves Company, Laura Esposito, Head of Rockefeller’s Enterprise Client Coverage Group sits down with Avery Sheffield, Co-Founder and Chief Investment Officer of VantageRock at Rockefeller Asset Management. In an in-depth interview, they discuss Avery’s journey from a neuroscience major to portfolio manager, the qualities of a successful investor, advice to young professionals and how to deliver value for clients. 

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.

This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-1428079438-4198

]]> Tue, 05 Dec 2023 14:31:00 -0500 Rockefeller Capital Management Rockefeller Capital Management 1796 In the second episode of Genius Loves Company, Laura Esposito, Head of Rockefeller’s Enterprise Client Coverage Group sits down with Avery Sheffield, Co-Founder and Chief Investment Officer of VantageRock at Rockefeller Asset Management. In an in-depth interview, they discuss Avery’s journey from a neuroscience major to portfolio manager, the qualities of a successful investor, advice to young professionals and how to deliver value for clients. 

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.

This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-1428079438-4198

]]> Wealth management, leadership, women, Rockefeller, insights, financial services, asset management, careers, family office No Introducing Genius Loves Company 1 1 1 1 Introducing Genius Loves Company full 2b60f562-1812-4363-bc28-31e66f76bee0 https://genius-loves-company.transistor.fm/s1/1 In the inaugural episode of Genius Loves Company, Rockefeller Capital Management's CEO Gregory Fleming joins Laura Esposito, Head of Rockefeller’s Enterprise Client Coverage Group, and Kristen Sario, Southeast Divisional Director at Rockefeller Global Family Office, as they reveal defining moments in their lives, how these events informed their careers, and lessons learned along the way. They also discuss how the wealth and asset management industries have changed over the past two decades, the effects on clients, and advice to younger professionals on the way up.

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.

This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-1428079438-4198



]]> In the inaugural episode of Genius Loves Company, Rockefeller Capital Management's CEO Gregory Fleming joins Laura Esposito, Head of Rockefeller’s Enterprise Client Coverage Group, and Kristen Sario, Southeast Divisional Director at Rockefeller Global Family Office, as they reveal defining moments in their lives, how these events informed their careers, and lessons learned along the way. They also discuss how the wealth and asset management industries have changed over the past two decades, the effects on clients, and advice to younger professionals on the way up.

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.

This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-1428079438-4198



]]> Mon, 06 Nov 2023 03:01:00 -0500 Rockefeller Capital Management Rockefeller Capital Management 2598 In the inaugural episode of Genius Loves Company, Rockefeller Capital Management's CEO Gregory Fleming joins Laura Esposito, Head of Rockefeller’s Enterprise Client Coverage Group, and Kristen Sario, Southeast Divisional Director at Rockefeller Global Family Office, as they reveal defining moments in their lives, how these events informed their careers, and lessons learned along the way. They also discuss how the wealth and asset management industries have changed over the past two decades, the effects on clients, and advice to younger professionals on the way up.

To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.

This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-1428079438-4198



]]> Wealth management, leadership, women, Rockefeller, insights, financial services, asset management, careers, family office No Coming Soon: Genius Loves Company 1 1 Coming Soon: Genius Loves Company trailer fd771145-b636-4adc-851d-5b7641df48cc https://genius-loves-company.transistor.fm/episodes/coming-soon-genius-loves-company Listen to a preview of our newest podcast series, Genius Loves Company, spotlighting the women that are part of Rockefeller Capital Management’s unique network. In candid conversations, our guests share how different life experiences, priorities, and values have led them to personal growth and the ability to deliver value for clients. Stay tuned for our first episode, coming soon.
To learn more about Rockefeller Capital Management, visit rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.

 

This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-1428079438-4198

]]> Listen to a preview of our newest podcast series, Genius Loves Company, spotlighting the women that are part of Rockefeller Capital Management’s unique network. In candid conversations, our guests share how different life experiences, priorities, and values have led them to personal growth and the ability to deliver value for clients. Stay tuned for our first episode, coming soon.
To learn more about Rockefeller Capital Management, visit rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.

 

This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-1428079438-4198

]]> Fri, 03 Nov 2023 03:01:00 -0400 Rockefeller Capital Management Rockefeller Capital Management 51 Listen to a preview of our newest podcast series, Genius Loves Company, spotlighting the women that are part of Rockefeller Capital Management’s unique network. In candid conversations, our guests share how different life experiences, priorities, and values have led them to personal growth and the ability to deliver value for clients. Stay tuned for our first episode, coming soon.
To learn more about Rockefeller Capital Management, visit rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.

 

This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

 

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-1428079438-4198

]]> Wealth management, leadership, women, Rockefeller, insights, financial services, asset management, careers, family office No