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, disciplined mindset, and passion for helping others have shaped her career. From building strong client relati...
Jul 21, 2025•23 min•Season 2Ep. 5
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 impact initiatives. She shares how her entrepreneurial mindset, and her commitment to health and family...
Jun 10, 2025•33 min•Season 2Ep. 4
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 the financial industry, such as the rise of FinTech, and emphasizes the importance of maintaining a p...
Apr 25, 2025•20 min•Season 2Ep. 3
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 the way. To learn more about Rockefeller Capital Management, visit Rockco.com , keep up with us on Lin...
Mar 21, 2025•23 min•Season 2Ep. 2
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 sports and the unwavering support of her family have shaped her journey. She offers valuable per...
Feb 13, 2025•39 min•Season 2Ep. 1
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 the memorable quotes from their conversations, revealing how diverse life experiences, priorities, ...
Dec 19, 2024•38 min•Season 1Ep. 13
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...
Oct 29, 2024•27 min•Season 1Ep. 12
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 ...
Sep 30, 2024•29 min•Season 1Ep. 11
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 ap...
Aug 15, 2024•23 min•Season 1Ep. 10
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 execut...
Jul 25, 2024•38 min•Season 1Ep. 9
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 mor...
Jul 01, 2024•34 min•Season 1Ep. 8
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 P...
May 30, 2024•34 min•Season 1Ep. 7
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 i...
Apr 02, 2024•28 min•Season 1Ep. 6
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 f...
Feb 29, 2024•19 min•Season 1Ep. 5
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 ...
Jan 25, 2024•37 min•Season 1Ep. 4
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 Ma...
Dec 28, 2023•23 min•Season 1Ep. 3
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...
Dec 05, 2023•30 min•Season 1Ep. 2
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...
Nov 06, 2023•43 min•Season 1Ep. 1
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...
Nov 03, 2023•51 sec
