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