Genius Loves Company

In the latest episode of Genius Loves Company, Kristen Sario, Southeast Regional President of Rockefeller Global Family Office, speaks with Emily Rubin, Private Advisor and Managing Director in Rockefeller’s Entrepreneurs Group. Emily reflects on the early influences that shaped her relationship with money, from growing up in a family immersed in wealth management to building her own experience in...

In the latest episode of Genius Loves Company , Chief Client Officer, Laura Esposito, speaks with Alison Schachter, Chief Financial Officer of Rockefeller Capital Management. Alison reflects on her upbringing, early career experiences, and the pivotal moments that shaped her leadership philosophy. The discussion spans resilience, intentional decision‑making, and the role finance plays in supportin...

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 imp...

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 fa...

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...

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 fam...

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 experie...

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...

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, discipline...

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 imp...

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 t...

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 th...

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 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...

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 i...

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 con...

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 begi...

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 busi...

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 b...

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...

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 prospecti...

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 advic...

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 th...

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...

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 pr...