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

In the latest episode of Genius Loves Company, Kristen Sario, Rockefeller Global Family Office Southeast Divisional Director, 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.

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