Best Rockefeller Capital Management Podcasts (2025)

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Roots and Wings: How Theresa Gorin Builds Financial Futures That Last 25:51

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16d ago25:51

25:51

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 le…

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Changes in the Wealth Management Industry Over the Decades and Why a Good Advisor Still Matters 41:20

16d ago41:20

41:20

Join Michael Merlin and Head of Enterprise and Strategic Growth for Rockefeller Global Family Office, Michael Outlaw, as they discuss the changes in the wealth management industry over the last two decades and how a good advisor plays an essential role to UHNW clients today. This material was prepared by Rockefeller Capital Management. The views ex…

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MWM Market Update: The Only Certainty is Uncertainty Part III 42:05

1M ago42:05

42:05

Join Michael Merlin and Head of MWM Asset Management, David North, as they discuss the similarities and differences between todays AI powered market environment and the dot.com era of 1999-2000. This material was prepared by Rockefeller Capital Management. The views expressed of the host and guests in this episode are as of a particular point in ti…

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Ryan Christine Coulson: From Law to Wealth Strategy – Listening Deeply, Leading Thoughtfully 36:06

2M ago36:06

36:06

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 dive…

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Value-Based Giving 34:18

3M ago34:18

34:18

Join Michael Merlin and guests Adrienne Heart, Head of Philanthropy, Rockefeller Global Family Office and Mallory Findley, Head of Family Values & Dynamics, Rockefeller Capital Management, as they discuss helping clients find the “why” in their charitable giving. This material was prepared by Rockefeller Capital Management. The views expressed of t…

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Raised to Rise: Ashley McCarthy's Journey from Rockland to Rockefeller 36:13

3M ago36:13

36:13

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…

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Wealth Preservation Strategies and Investing in Private Investments for Ultra-High Net Worth Families 42:28

3M ago42:28

42:28

Join Michael Merlin and Head of Alternative Investment Distribution for Rockefeller Capital Management, Samantha Cooper, as they discuss how UHNW clients should be protecting their wealth and how they should be thinking about investing in Private Equity, Venture Capital, Real Estate, and Private Credit. This material was prepared by Rockefeller Cap…

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Talking Markets, AI, and Trade with Rockefeller Capital Management CEO, Greg Fleming 45:57

4M ago45:57

45:57

Join Michael Merlin as he sits down with Rockefeller Capital Management CEO, Greg Fleming, to discuss the current state of the US Economy and Markets, his views on Artificial Intelligence and his perspective on US policies toward our trading partners. This material was prepared by Rockefeller Capital Management. The views expressed of the host and …

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MWM Market Update: The Only Certainty is Uncertainty Part II 36:47

4M ago36:47

36:47

Join Michael Merlin and Head of MWM Asset Management, David North, as they discuss key topics and highlights from the second quarter of 2025. This material was prepared by Rockefeller Capital Management. The views expressed of the host and guests in this episode are as of a particular point in time and are subject to change without notice. The view…

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Sabina Lien: From Northern Germany to Winter Park – A Journey of Resilience and Purpose 23:09

5M ago23:09

23:09

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 financia…

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Best Practices in a Cyber-Dangerous World 38:31

6M ago38:31

38:31

Do you feel vulnerable to a cyber-attack, identity theft, or digital hacking? Listen in this month as April Gay, MWM Chief Operating Officer, joins Michael Merlin, MWM Founder, to give you actionable best practices to protect yourself in today’s digital world. This material was prepared by Rockefeller Capital Management. The views expressed of the …

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Grace Yoon: From Seoul to Wall Street – Bridging Cultures, Capital, and Purpose 32:35

6M ago32:35

32:35

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 progr…

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Terri Ucci: From Childhood Savings to Client Confidante, Counselor and Personal CFO 20:01

8M ago20:01

20:01

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 f…

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MWM Market Update: The Only Certainty is Uncertainty 47:34

8M ago47:34

47:34

Join Michael Merlin and Co-Head of MWM Asset Management, David North, as they discuss the unprecedented market volatility currently dominating today's market environment. This material was prepared by Rockefeller Capital Management. The views expressed of the host and guests in this episode are as of a particular point in time and are subject to ch…

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Developing Good Financial Habits and Why Longevity Matters 49:28

8M ago49:28

49:28

Join Michael Merlin as he launches a new title for the MWM Podcast Financial Longevity. Michael will explain financial longevity, the three financial diseases that impact most people’s financial behavior, and the four financial priorities that set you up for success with your money. Michael’s book, Financial Longevity, will also be available March …

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Alysia Reiner: Inside the Life and Lessons of an Actor and Producer 22:39

9M ago22:39

22:39

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 p…

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MWM Market Update: Q1 2025 48:14

10M ago48:14

48:14

Join Michael Merlin, Private Advisor and Founder of Merlin Wealth Management and Co-Head of MWM Asset Management, David North, as they discuss key topics and highlights during the first quarter of 2025. This material was prepared by Rockefeller Capital Management. The views expressed of the host and guests in this episode are as of a particular poi…

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Sam Cooper: From Competitive Roots to Financial Leadership – Building Confidence and Embracing Change 39:28

10M ago39:28

39:28

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 ro…

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2024 Wrapped – Lessons Learned from the Women of Genius Loves Company 38:10

12M ago38:10

38:10

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 La…

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2024 Election Implications: Insights Into Tax Policy and Estate Planning With A Republican Majority 42:50

1y ago42:50

42:50

Join Michael Merlin, Founder of Merlin Wealth Management, Tim Laffey, Head of Tax Policy and Research at Rockefeller Capital Management, and Jason Thompson, Head of Wealth Strategy at Rockefeller Capital Management, as they take a deep dive into tax policy and estate planning strategies knowing now that a Republican majority will be leading the gov…

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Mia Cardwell: Building Your Financial Future - A Private Advisor's Keys to Navigating a Career, Raising a Family, and Achieving Your Goals 26:46

1y ago26:46

26:46

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…

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Nick Sonnenberg On How Efficiency Can Change Your Business 35:02

1y ago35:02

35:02

Would you like to get one day a week back in efficiency gains? Noted efficiency expert, Nick Sonnenberg, CEO of Leverage, talks about his CPR Framework and how it is saving businesses time and money. This material was prepared by Rockefeller Capital Management. The views expressed of the host and guests in this episode are as of a particular point …

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Lisi Madden: Writing Your Own Legacy - Inside the Mind of a Leading Trust and Estate Planner 28:38

1y ago28:38

28:38

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 …

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Angela Mwanza: Scale Your Mountain, Run Your Race - Inside the Journey of a World Citizen and Trusted Financial Advisor 22:52

1+ y ago22:52

22:52

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 sh…

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Is the Glass Still Half Full? A Discussion of What’s Ahead in 2H24 and Beyond 53:13

1+ y ago53:13

53:13

With everything going on around the world and here at home, it was a shock to many that the U.S. equity market and economy still exhibited such strength in the first half of 2024. What does the rest of the year have in store? Listen to our latest podcast episode, where MWM Head of Asset Management, Adam Compton, and I have a lively conversation abo…

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Andrea Jung: Follow Your Compass, Not Your Clock - A Business Trailblazer’s Keys to a Passionate Career 38:03

1+ y ago38:03

38:03

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 Rockefe…

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Alex Lebenthal: Connecting Women-Led Businesses to Capital – Inside the Career of a Leading Investment Banker 33:49

1+ y ago33:49

33:49

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 – havin…

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Valerie Rockefeller: Living With Legacy - Upholding Family Tradition and Carving a New Path as an Educator 34:14

1+ y ago34:14

34:14

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 classr…

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First Quarter 2024 Market Update 40:35

1+ y ago40:35

40:35

Michael Merlin sits down with Adam Compton, Head of MWM Asset Management to discuss current market action, economic numbers, Fed policy, and the effects of inflation and geopolitical events on the U.S. stock market and MWM investment strategy holdings. This material was prepared by Rockefeller Capital Management. The views expressed of the host and…

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Alex Petrone: From Javelin Throwing to the Municipal Markets – The Journey of a Fixed Income Investor 28:07

1+ y ago28:07

28:07

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 performan…

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Demystifying Family Office Services Part 1 32:51

2y ago32:51

32:51

In Part 1 of this two-part podcast episode, Michael Merlin, Founder of Merlin Wealth Management, Emery Bourne and April Gay, MWM Family Office Relationship Managers, and Rebecca Mineo, Head of Family Office Solutions for Rockefeller Global Family Office, dive into what makes family office services different from similar services provided in a typic…

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Demystifying Family Office Services Part 2 30:39

2y ago30:39

30:39

In Part 2 of this two-part podcast episode, Michael Merlin, Founder of Merlin Wealth Management and Rebecca Mineo, Head of Family Office Solutions for Rockefeller Global Family Office, continue their discussion of several client situations where family office solutions have proven valuable. This material was prepared by Rockefeller Capital Manageme…

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Jannah Devine: The Value of Advice - How Curiosity and Care Can Propel Your Career Forward 19:18

2y ago19:18

19:18

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…

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Shelly Lazarus: How to Move the Needle - Inside the Career of an Advertising Trailblazer 36:43

2y ago36:43

36:43

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 execu…

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Tammi Lauder: From a Psychology Major to Financial Advisor - How Understanding Client Mindsets Benefits Her Advisory Practice 22:30

2y ago22:30

22:30

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 …

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Avery Sheffield: From Neuroscience to Financial Markets - The Journey of a Leading Portfolio Manager 29:56

2y ago29:56

29:56

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 quali…

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Solvable Problems: 3rd Quarter 2023 Recap 45:39

2y ago45:39

45:39

In this episode, Michael Merlin, Founder and Private Advisor at Merlin Wealth Management sits down with Adam Compton, SVP Head of MWM Asset Management and Adam Abramson, SVP Head of MWM High Net Worth and Corporate Services to discuss their thoughts on 3Q23, the current geopolitical environment, the current fiscal policy environment, and their pote…

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Introducing Genius Loves Company 43:18

2y ago43:18

43:18

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 car…

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Coming Soon: Genius Loves Company 0:51

2y ago0:51

0:51

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 fo…

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Demystifying Investment Banking: What to know about Mergers, Acquisitions, and Business Sales 40:07

2y ago40:07

40:07

In this episode Michael Merlin, Founder and Private Advisor at Merlin Wealth Management sits down with Emiliano Roman, Strategic Advisory- Managing Director at Rockefeller Capital Management to discuss what strategic options business owners should consider when thinking about selling their business in the current market environment. This material w…

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Conventional Wisdom - Bucking the Trend 1:02:05

2+ y ago1:02:05

1:02:05

In this episode, Michael Merlin, Founder and Private Advisor at Merlin Wealth Management sits down with Adam Compton, SVP Head of MWM Asset Management and Adam Abramson, SVP Head of MWM High Net Worth and Corporate Services to discuss their thoughts on 2Q23 and the future market environment. Two books mentioned in this episode: How to Invest by Dav…

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Private Placement Life Insurance 43:05

2+ y ago43:05

43:05

In this episode, Michael Merlin, Founder and Private Advisor at Merlin Wealth Management sits down with David O'Leary, Head of Insurance and Annuities at Rockefeller Capital Management to discuss Private Placement Life Insurance and Private Placement Variable Annuities and the different ways they can be leveraged. This material was prepared by Rock…

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Financial Planning for Millennials and Gen Z 27:29

2+ y ago27:29

27:29

In this episode Michael Merlin, Founder and Private Advisor at Merlin Wealth Management sits down with Thomas Patton, Financial Advisor for MWM's High Net Worth Team to discuss the importance of financial priorities - spending, saving, and investments. This material was prepared by Rockefeller Capital Management. The views expressed of the host and…

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The Markets and The Economy 48:29

2+ y ago48:29

48:29

In this episode Michael Merlin, Founder and Private Advisor at Merlin Wealth Management sits down with the MWM Asset Management team to discuss the current markets and the economy. Adam Compton, Head of Asset Management MWM, John Wagner, Associate Portfolio Manager, Grady O’Gara, Head of Trading, and David North, Investment Research, weigh in on MW…

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Lending with Rising Rates 34:04

2+ y ago34:04

34:04

In this episode of Taking the Complex and Making It Simple, Michael Merlin, Founder and Private Advisor at Merlin Wealth Management speaks with Head of Strategic Client Solutions at Rockefeller Capital Management, Michael Brakey, to discuss how borrowers and lenders are dealing with a rising rate environment. Please visit https://rcm.rockco.com/mer…

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Social Security 21:58

3y ago21:58

21:58

In this first episode of 2023, Michael Merlin, Founder and Private Wealth Advisor at Merlin Wealth Management speaks with MWM Partner and Head of MWM High Net Worth and Corporate Services, Adam Abramson, CFP®, to discuss Social Security. Please visit https://rcm.rockco.com/merlin for more information about Merlin Wealth Management at Rockefeller Ca…

1
Cybersecurity 32:58

3y ago32:58

32:58

In this episode Michael Merlin, Founder and Private Wealth Advisor at Merlin Wealth Management sits down for an in-depth discussion with MWM Partner and Head of Service and Operations, April Gay, to talk all about Cybersecurity. Listen in as Michael and April talk about how clients can be working proactively to protect themselves from online threat…

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Gregory J. Fleming 30:23

3y ago30:23

30:23

In episode six, Michael Merlin, Founder and Private Wealth Advisor at Merlin Wealth Management sits down with Rockefeller Capital Management President and CEO Gregory J. Fleming to talk about his storied career and a myriad of contemporary topics. Please visit https://rcm.rockco.com/merlin for more information about Merlin Wealth Management at Rock…

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Selling a Business 20:04

3+ y ago20:04

20:04

In episode five, Michael Merlin, Founder and Private Wealth Advisor at Merlin Wealth Management speaks about a key moment in any entrepreneur's journey: selling a business. Please visit https://rcm.rockco.com/merlin for more information about Merlin Wealth Management at Rockefeller Capital Management.…

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Financial Planning 101 27:41

3+ y ago27:41

27:41

In episode four, Michael Merlin, Founder and Private Wealth Advisor at Merlin Wealth Management talks about a topic at the core of MWM's business: Financial Planning 101. Please visit https://rcm.rockco.com/merlin for more information about Merlin Wealth Management at Rockefeller Capital Management.By Michael Merlin