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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
