The latest team to join the Rockefeller Global Family Office business has arrived from UBS.

Rockefeller Global Family Office, the wealth management arm of Rockefeller Capital Management, has added the Entrepreneurs Group to its private wealth platform, expanding its presence in the New York metropolitan area.

The eight-person team, which has joined from UBS, is led by managing directors and private advisors Emily Kramer Rubin, Kenneth Shapiro, and Thomas Livaccari. Todd Ives, vice president and private advisor, is also part of the senior leadership. The team's client base includes business owners, innovators, and wealthy families.

In addition to the advisors, the team includes Spenser Yeager, vice president and senior client operations and experience manager; Madeline Irvin, associate vice president and financial planning and business manager; and associate vice presidents Samantha Wagner and Stacey Betsch, both client experience associates.

The group will report to Michael Outlaw, head of enterprise strategic growth and New York Metro divisional director at Rockefeller Global Family Office, the firm said in a statement. 

Chris Dupuy, president of Rockefeller Global Family Office, said: “We are pleased to welcome this highly-respected team, whose commitment to excellence and client service aligns seamlessly with the entrepreneurial spirit of our firm. We look forward to partnering with them to deliver the strength of the Rockefeller platform to the clients they serve.”

Outlaw added: “Emily, Kenneth, Thomas, Todd and their team have extensive experience as trusted advisors, providing holistic guidance to help high net worth individuals navigate the complexities of family, business, and wealth. Their addition strengthens our ability to attract and serve clients across the United States.”

As of June 30, 2025, Rockefeller Capital Management was responsible for $171 billion in client assets across its three businesses: Rockefeller Global Family Office, Rockefeller Asset Management, and Rockefeller Global Investment Banking.

Rockefeller Global Family Office has added to teams across the US. In late June it added Suskind Ripple Halliwell Wealth Partners. The team is joining from UBS. In April it added two teams in Chicago. In another case, Chase Newman Riordan Wealth Partners joined RGFO, based in New Jersey. In February it added Meyer DeMartini Wealth Partners, based in San Francisco. The group used to work at Merrill Lynch Private Wealth Management. In January, Rockefeller Global Family Office added two private advisor teams – Heritage Wealth Partners of Houston, Texas, and Venetos Wealth Partners of New York. In July last year, the group added Titus Wealth Partners, expanding its presence in Boston, Massachusetts.