In the latest episode of Genius Loves Company, Kristen Sario, Southeast Regional President of Rockefeller Global Family Office, speaks with Ann Wang, Private Advisor and Managing Director and founding member of Durrani Wang Wealth Partners at Rockefeller. Ann reflects on the grit and values she developed growing up in an entrepreneurial immigrant family, and how her path from brand management to financial advising led her to build a practice from the ground up alongside her husband and partner, Jamie. Ann also shares her perspective on building lasting client relationships, noting that her team is as thoughtful in choosing clients as clients are in choosing them, and that each relationship is approached as a lifetime partnership.

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. ID: RCM016256

In the latest episode of Genius Loves Company, Chief Client Officer Laura Esposito speaks with Chloe Duanshi, Managing Director and Head of Macro & Investment Strategy at Rockefeller Global Investment Management. Shaped by experiences across cultures, languages, and disciplines, Chloe reflects on adaptability, intellectual curiosity, and a lifelong commitment to learning.

She discusses the influence of family and education, an unconventional path into finance, and a journey that ultimately brought her to Rockefeller. Chloe also shares her perspectives on markets and investing, where a comfort with ambiguity and complexity is often accompanied by a certain intellectual relentlessness.

The conversation ranges from mentorship and authenticity to gardening and scuba diving, with reflections on composure and creating space for ideas to flourish and clarity to emerge.

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-015416

In the latest episode of Genius Loves Company, Chief Client Officer Laura Esposito speaks with Jenn Tsahalis, Chief Operating Officer of Technology and Operations at Rockefeller Capital Management.

Jenn shares how her career evolved into a leadership role centered on connecting technology, operations, and business strategy. She reflects on the importance of communication, project management, and decision-making in helping teams move complex initiatives forward, and explains why successful execution often depends on bringing people along through change.

The conversation also explores how organizations can prepare for the next wave of transformation, including AI, by investing in training, establishing thoughtful guardrails, and creating the conditions for innovation to scale responsibly.

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. RCM015007