Private Wealth Management – Client Associate

“I really appreciate the collaborative culture at Rockefeller.

When you work here you get the sense that his/her success is my success because we’re all building this firm together.”

Burt M.

Mills, Senior Vice President, Head of Structured Products

“At Rockefeller, if you have the ingredients of intellectual curiosity and a strong work ethic, you will be successful.

I started in a middle office role and made it to product specialist.

That story can be repeated across pretty much all of Asset Management’s equity analysts and its senior management.

It is a true meritocracy.”

Jake Tran, Product Specialist

“I love coming to work every day because of who I get to work with.

At Rockefeller I work with some of the brightest minds in the industry who love what they do.”

Hilary V.

White, Senior Associate, Investment Analyst

“Our clients value the personal relationships they have with us.

We have the ability to create a very personalized touch, because they always work directly with us, building long-lasting relationships.”

“When you join Rockefeller as a young person, you’ve got a long runway and there is a lot you can do.

The firm helps guide you to new opportunities that build your skills and knowledge.”

“What really excites me about working at Rockefeller is that I truly feel we are building something special.

Being a part of the team that is building the financial services firm of the future is a pretty unique opportunity.

You can feel the entrepreneurial spirit, and it’s invigorating.”

Russell Bowman, Vice President, Client Advisor

“We are stewards of the Rockefeller’s family name.

And with that comes a lot of responsibility that as employees we are always looking to uphold.

Being able to commit yourself to that level of integrity and that legacy — not only in your day-to-day responsibilities but when you leave the office — and to be inspired by the Rockefeller family name is really quite incredible.

And not many people get the opportunity to say that.”

Hilary V.

White, Senior Associate, Investment Analyst

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