A conversation with Michael Outlaw, National Field Director of Rockefeller Global Family Office
Rockefeller Capital Management has become one of the most sought-after options for advisors looking to deliver concierge-level service to ultra- and high net worth clients. National Field Director Michael Outlaw shares an insider’s perspective.
Podcast: Play in new window | Download (Duration: 54:34 — 74.9MB) | Embed
Subscribe: Apple Podcasts | Google Podcasts | Spotify | Amazon Music | Pandora | iHeartRadio | Stitcher | Podchaser | TuneIn | Deezer | Anghami | RSS
About this episode…
Few names in the financial world have greater recognition than Rockefeller.
A Family Office legacy dating back to the 1800s was given a new life under the helm of former Merrill and Morgan Stanley leader Greg Fleming. In 2018, Rockefeller Capital Management was officially launched to serve the “legacies of some of the world’s most successful entrepreneurs, innovators, visionaries, and their families.”
Rockefeller quickly became one of the most sought-after options for advisors looking for an opportunity to provide concierge-level service to their ultra- and high net worth clients.
And in addition to a brand name synonymous with the world’s elite, the firm’s leadership ranks were stacked with some of the industry’s top players—including Fleming’s Morgan Stanley colleague Michael Outlaw, the guest on this episode.
Michael joined the firm in 2018, serving as the Divisional Director of Private Wealth Management through 2021. At that time, he became the National Field Director of the Rockefeller Global Family Office, overseeing the growth and service offerings for their clients and advisors. He is also a member of the firm’s Management Committee.
In this episode with Mindy Diamond, Michael talks about where Rockefeller is today, including:
- Their extraordinary recruiting momentum—and why top advisors are flocking to this 3-year-old firm.
- The rebirth of the boutique model—and how the firm compares to others in the space.
- Their “Modern Multi-Family Office” concept—and how that is resonating with advisors and clients alike.
- The goals and visions of the firm—and what growth opportunities exist for advisors who join them.
- And much more.
As Michael shares, “Clients are seeking more than what the big brokerages are delivering.” And ultimately, so are advisors. It’s that notion that serves as the key ingredient of Rockefeller’s Modern Multi-Family Office model—a recipe that seems to be working exceptionally well for the firm and all of its stakeholders.
This is a show that many advisors have asked us for and we’re happy to deliver—a rare insider’s point of view of a wealth management success story unlike any other.
The Rockefeller Effect: Why the Multi-Family Office Model Has Become the Talk of the Industry
What is it about Rockefeller Capital Management – and other firms like it – that’s driving such a high level of interest amongst the industry’s elite? Read->
Rockefeller Capital Management Demystified: A Conversation with Chris Dupuy, Managing Director and Chief Operating Officer.
Rockefeller Capital Management has become one of the hottest brands to hit the Street in decades—THE story amongst advisors serving a high net worth and ultra-high net worth client base. Listen->
First Republic Private Wealth Management And Rockefeller Capital Management: What Makes Them So Appealing To Top Financial Advisors?
A peek behind the curtains of these two firms demonstrates how the right combination of features has created a best-of-both-worlds model that stands out amongst the competition. Read->
The Wealth Management Landscape At A Glance: What Financial Advisors Need to Know.
The ever-expanding wealth management industry landscape represents a waterfall of possibilities for every advisor and their clients. Read->
National Field Director,
Rockefeller Global Family Office
Michael Outlaw is the National Field Director of the Rockefeller Global Family Office. In this role, Michael oversees the growth and service offerings for Rockefeller clients and advisors. Michael served as Divisional Director of Private Wealth Management for Rockefeller Capital Management from 2018 through 2021. He is also a member of the firm’s Management Committee.
Prior to joining Rockefeller, Mr. Outlaw joined from Morgan Stanley. Michael’s career at Morgan Stanley started in 1996 as a Private Wealth Advisor, as well as, a variety of other senior roles at the firm. Mr. Outlaw was promoted to Southeastern Head of Private Wealth Management in Atlanta, GA from 2011-2018.
Michael earned his MBA from the University of South Carolina. He is married to Laura Outlaw and has two sons, George and Parker.
Also available on your favorite podcast app and other media sites