The Rockefeller Center Group at Morgan Stanley

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The Rockefeller Center Group

OUR MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Our Story and Services

Welcome

The Rockefeller Center Group at Morgan Stanley is an experienced team of professionals who provide unbiased and comprehensive financial advice to a select group of family and institutional clients. The three founding partners of the Group have worked together for nearly 15 years primarily advising wealthy families and endowments on navigating the current financial landscape and, for families in particular, on planning their financial futures across multiple generations. The Group is proud of the quality and scope of our objective financial advice as we help each of our clients cope with and solve the financial issues in their lives.

Services Include

  • Wealth Consulting
  • Wealth Management
  • Financial Planning
  • Philanthropic Services
  • Retirement Planning
  • 529 Plans
  • Alternative Investments
  • Endowments and Foundations
  • Estate Planning Strategies


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Experience

Experience

Sallie Behnke
2009 - Present: Senior Vice President - Wealth Management, Morgan Stanley
2000 - 2009: Vice President-Private Wealth Management, Merrill Lynch
1998 - 2000: CPA –Tax Consultant, Personal Financial Counseling Group, Ernst & Young
Current: Family Wealth Director - Morgan Stanley
Current: Member, Investment Management Consultants Association (IMCA)
Current: Member, Texas Wall Street Women (TXWSW)
Current: Member, Women’s Finance Exchange
Current: CIMA®

Dave Christensen
2009 - Present: Senior Vice President - Wealth Management, Morgan Stanley
1997 - 2009: Vice President – Private Wealth Management, Merrill Lynch
1989 - 1997: Officer, US Army, Germany and Hawaii
Current: Family Wealth Director - Morgan Stanley
Current: CERTIFIED FINANCIAL PLANNER™ (CFP®)
Current: Member, Faulkner Fabricators Inc., Board of Directors
Current: Member, The Tuxedo Club, Tuxedo Park, New York
Current: Member Preservation League of New York State, Board of Directors

Howard Grace
2009 - Present: Senior VP - Wealth Management, Morgan Stanley
2001 - 2009: Managing Director - Private Wealth Management, Merrill Lynch
1998 - 2001: Managing Director, Equity Capital Markets, Merrill Lynch
1996 - 1998: U.S. Head of Equity Capital Markets, UBS Investment Bank
1993 - 1996: U.S. Head of Equity Capital Markets, SG Warburg & Co.
1987 - 1993: Vice President - Corporate Finance, Goldman, Sachs & Co.
1982 - 1987: Associate - Corporate Finance, The First Boston Corporation
1977 - 1980: Assistant Secretary - International, Manufacturers Hanover Trust
Current: Family Wealth Director - Morgan Stanley
Current: Trustee, Grace Institute
Current: Trustee, Society for the Preservation of Long Island Antiquities
Current: Advisory Board, North Shore - LIJ Health System at Glen Cove
Current: Officer, Piping Rock Club

Meet The Rockefeller Center Group

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Family

Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Retirement

Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds

Philanthropy

Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Ready to start a conversation? Contact The Rockefeller Center Group today.

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