San Francisco, CA Office

Eshani Patel is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and three years of industry experience. Prior to joining Rockefeller Financial in 2023, she worked at First Republic Bank for one year and has academic experience from the University of California, Davis. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm operates a Private Advisor model and a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, and consulting, alongside broker-dealer services and placement and investment banking capabilities.

Jordan Powell is a CFA® charterholder with 16 years of industry experience. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having previously worked at UBS Financial Services Inc for nine years. Powell holds Series 63 and Series 65 licenses. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides a range of portfolio management and financial planning services, operating with a broker-dealer structure that also offers variable insurance products, placement, and investment banking services.

Ann Wang is a financial advisor with Rockefeller Financial LLC based in San Francisco, CA. She holds a Series 66 designation and has 22 years of industry experience. Her prior experience includes roles at Bank of America and Merrill. Outside of her advisory work, she is an owner of a small rental property business. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform.

Luca Stash is a financial advisor at Rockefeller Financial LLC with a Series 66 credential and one year of industry experience. Prior to joining Rockefeller Financial, he worked in educational roles at Santa Clara University, Bellevue High School, and Chinook Middle School. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides both discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Elizabeth Palomeque is a CFP® with 23 years of industry experience, currently advising at Rockefeller Financial LLC. She previously spent 19 years with First Republic Investment Management, Inc. and Trainer Wortham. Outside of her advisory role, she serves as president of her family real estate business, Tranquility, Inc. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating uniquely as both a registered broker-dealer and an integrated investment and advisory platform.

Keri Chan is a Series 66-credentialed advisor at Rockefeller Financial LLC with 19 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 19 years before joining Rockefeller Financial in 2025. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and consulting services through a Private Advisor model and a consolidated investment platform, combining both registered broker-dealer capabilities and alternative investment placement.

Daniel Langon is a CFP® professional with seven years of industry experience currently advising at Rockefeller Financial LLC. Prior to joining Rockefeller in 2023, he worked at First Republic Securities Company, LLC and First Republic Investment Management, Inc. He also has experience outside finance, having been involved in a construction business early in his career. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services, including alternative investment placements and integrated trust and insurance capabilities.

Timothy Fiacco is a CFP® certificant with 21 years of industry experience, currently advising at Rockefeller Financial LLC since 2025. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley from 2016 to 2025, Merrill from 2009 to 2016, and UBS Financial Services from 2005 to 2009. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides both discretionary and non-discretionary portfolio management alongside financial planning and consulting, operating uniquely as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking services.

Rajiv Dadlani is a Senior Financial Advisor and Portfolio Manager with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2014 and brings over twenty years of experience in the financial services industry. In his role, Rajiv advises individuals, including entrepreneurs and executives, on net worth management by evaluating their assets and liabilities to develop appropriate balance sheets. He creates capital growth and preservation strategies tailored to clients’ taxable and tax-deferred portfolios through a range of investment vehicles such as equities, equity derivatives, bonds, ETFs, specialist funds, and alternative investments. Additionally, Rajiv provides customized hedging strategies for clients with concentrated stock exposure to enhance tax efficiency and collaborates with startup companies on setting up and structuring retirement plans. Before joining Merrill Lynch, Rajiv worked on investment banking transactions, including domestic and cross-border mergers and acquisitions, capital raising, and as a buy-side equity research analyst. He holds a bachelor’s degree in economics from the London School of Economics and Political Science and an MBA in finance from London Business School. Rajiv has also completed coursework in valuation and financial restructuring at Harvard Business School. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Rajiv's personal interests include skiing, swimming, tennis, and traveling. His approach centers on developing personalized financial strategies that consider clients’ risk tolerance, time horizon, and liquidity needs.

Lorna Meyer is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. She previously worked at Merrill and Bank of America, N.A., with tenures spanning over two decades each before joining Rockefeller in 2025. Meyer serves as president of the Foundation of the Fine Arts Museums and participates in charitable organizations including the Sovereign Order Knights of St. John and the Museum of Modern Art. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, including discretionary and non-discretionary solutions across multiple asset classes.

Abbas Khoshnevissan is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 registrations and bringing 42 years of industry experience. His prior roles include positions at Rock & Co LLC, Wells Fargo Clearing, Wells Fargo Advisors LLC, and UBS Financial Services. Outside of his advisory work, he is a half-owner of the San Francisco Fencer’s Club, where he teaches fencing to children. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer that also provides placement and investment banking services through a consolidated investment platform.

William Meyer is a financial advisor at Rockefeller Financial LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. for 10 years and Merrill for 17 years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating as both a registered investment adviser and broker-dealer with a consolidated investment platform that includes equities, fixed income, and alternatives.

Sierra Macken is a financial advisor at Rockefeller Financial LLC with six years of industry experience. She holds the Series 66 designation and has previously worked at First Republic Investment Management, First Republic Securities Company, and Equitable Advisors. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines discretionary and non-discretionary portfolio management with brokerage services, operating through a Private Advisor model and a consolidated investment platform that offers equity, fixed income, and alternative investment solutions.

James De Martini IV is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 24 years of industry experience. He previously worked at Bank of America and Merrill, where he spent 14 and 24 years respectively. Outside of his advisory role, he is part owner of LJCV LLC, an investment-related LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers portfolio management, financial planning, and investment banking services, operating with a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Zachary Ammirato is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 licenses and 26 years of industry experience. He previously worked at UBS Financial Services Inc. for 15 years before joining Rockefeller Capital Management and Rockefeller Financial LLC. Ammirato has personal private equity and venture investment activities through HoneyBee Ventures. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and advisory services, operating as both a registered investment adviser and broker-dealer, with a focus on a Private Advisor model and a consolidated investment platform that includes equities, fixed income, and alternatives.