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 have guided her journey. This episode is a powerful look at how values, vision, and resilience can shape a meaningful career in finance.

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. RCM004940

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 personal touch in client relationships.

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. RCM004447

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 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. RCMID-003703

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 perspectives on building confidence, managing setbacks, and embracing change in one's professional journey.

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. RCM: 003116

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, and values foster personal growth and connect to delivering value for clients.

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. RCMID: 1428079438-7210

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 a growing career with raising a family and shares the most valuable financial advice she has ever received.

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. RCMID-1428079438-6761

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 love with law in the United States, the importance of human connection in trust in estate planning for high-net-worth and ultra-high-net-worth individuals, and how she cultivated a fierce confidence to tackle everything from marathons to navigating the complexities of tax law.

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. RCMID-1428079438-6551

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 approach to advising clients at the intersection of finance, family and philanthropy.

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. RCMID-1428079438-6279