Genius Loves Company

Hosted by Rockefeller Capital Management

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May 2026

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About the show

We recognize genius wherever it exists, and if you’re known by the company you keep, we are proud not only to spotlight the women that are part of Rockefeller Capital Management’s unique network, but in that same spirit, to welcome our brilliant listeners. Genius Loves Company is a series featuring women who are seasoned leaders and their inspiring insights and perspectives. 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.

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26 recent

May 6, 2026Episode 1230 min

Alison Schachter: Building Financial Leadership Through Resilience, Perspective, and Purpose

In the latest episode of Genius Loves Company, Chief Client Officer, Laura Esposito, speaks with Alison Schachter, Chief Financial Officer of Rockefeller Capital Management.Alison reflects on her upbringing, early career experiences, and the pivotal moments that shaped her leadership philosophy. The discussion spans resilience, intentional decision‑making, and the role finance plays in supporting long‑term strategy and organizational growth.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. RCM013862

February 27, 2026Episode 1131 min

Angie Newman: Building a Career Grounded in Purpose and Authentic Connection

In the latest episode of Genius Loves Company, Kristen Sario, Southeast Regional President of Rockefeller Global Family Office, interviews Angie Newman, Managing Director of Chase Newman Riordan Wealth Partners at Rockefeller Global Family Office. Angie reflects on early experiences that shaped her relationship with money, including navigating major financial change as a child and learning the importance of preparedness, perspective, and living within one’s means. She shares her path into the financial industry, the resilience required to build a business over decades, and what ultimately drew her to Rockefeller’s collaborative, holistic approach. Along the way, Angie discusses the trust clients place in thoughtful guidance, how conversations often extend beyond investments to legacy and priorities, and why purpose and authenticity remain central to her work. Discover Angie’s story of grit, growth, and meaningful connection.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. RCM012500

January 28, 2026Episode 1033 min

Adrienne Hart: Turning Values into Impact Across Generations

In the latest episode of Genius Loves Company, Laura Esposito, Rockefeller’s Chief Client Officer, speaks with Adrienne Hart, Head of Philanthropy at Rockefeller Capital Management. Adrienne reflects on her journey from law to philanthropy, sharing insights on structure selection, governance, and educating the next generation. She discusses how listening, clarity, and intentional planning help families align their giving with their values and create impact that lasts. 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-012031

December 19, 2025Episode 931 min

2025 Wrapped – Lessons, Journeys, and Relentless Progress Forward

In Genius Loves Company’s final episode of 2025, hosts Laura Esposito, Rockefeller’s Chief Client Officer, and Kristen Sario, Divisional Director of Rockefeller Global Family Office Southeast Division, revisit inspiring conversations from this year. They share standout quotes and stories from extraordinary women across the Rockefeller network, covering themes of confidence, resilience, growth, and the power of meaningful connections. From embracing creativity and trial-and-error to setting audacious goals and protecting your peace, Laura and Kristen reflect on lessons learned and investments that paid dividends, personally and professionally. As they look ahead to 2026, they leave listeners with two guiding principles: Relentless Progress Forward and Protecting Your Peace. Listen now and join us in celebrating the journeys that shaped 2025. 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 ID: RCM011534

November 24, 2025Episode 825 min

Roots and Wings: How Theresa Gorin Builds Financial Futures That Last

In the latest episode of Genius Loves Company, Kristen Sario, Rockefeller Global Family Office Southeast Divisional Director, interviews Theresa Gorin, Managing Director of Gorin Ressel Wealth Partners at Rockefeller Global Family Office. Theresa reflects on her upbringing in a small Illinois town, her path to becoming a trusted advisor, and the lessons learned from decades of working with families. She offers advice for young professionals, shares surprising lessons from clients, and discusses how authenticity and collaboration drive success. Discover how Theresa helps families weave together values and wealth to create lasting legacies. 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# RCM011146

October 24, 2025Episode 736 min

Ryan Christine Coulson: From Law to Wealth Strategy – Listening Deeply, Leading Thoughtfully

In the latest episode of Genius Loves Company, Laura Esposito, Head of Enterprise Client Coverage at Rockefeller, sits down with Ryan Christine Coulson, Senior Wealth Strategist at Rockefeller Capital Management. In this wide-ranging conversation, Ryan shares her journey from law school to wealth strategy, reflecting on how her upbringing in a diverse Bay Area community and her early work experiences shaped her values. She offers insights on building resilience, translating complexity into clarity, and helping families align their wealth with their purpose.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. RCM010618

September 3, 2025Episode 636 min

Raised to Rise: Ashley McCarthy's Journey from Rockland to Rockefeller

In this episode of Genius Loves Company, Laura Esposito interviews Ashley McCarthy, Co-Chief Legal Officer at Rockefeller Capital Management. Ashley reflects on her upbringing in Rockland County, where she was raised by a working mom whose example of grit and grace shaped Ashley’s values and work ethic. From Columbia to Cornell Law, through Big Law and into leadership at Rockefeller, Ashley shares insights on mentorship, resilience, and balancing career and family. A powerful story of growth and purpose. 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. RCM009310

July 21, 2025Episode 523 min

Sabina Lien: From Northern Germany to Winter Park – A Journey of Resilience and Purpose

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 relationships to training for marathons, Sabina’s story is a powerful reminder of how resilience, values, and vision can lead to a fulfilling life and career.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. RCM005580

June 10, 2025Episode 432 min

Grace Yoon: From Seoul to Wall Street – Bridging Cultures, Capital, and Purpose

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

April 25, 2025Episode 320 min

Terri Ucci: From Childhood Savings to Client Confidante, Counselor and Personal CFO

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