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Trust Officer
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- Rockefeller Capital Management is a leading independent financial advisory firm – providing wealth management, asset management, and strategic advisory services to ultra- and high-net-worth individuals, families, businesses, and institutions.
- Led by President & CEO Gregory J. Fleming, the firm offers an elevated experience based on traditional Rockefeller global family office values of excellence and service.
- The Trust Officer specializes in the management and administration of trusts for high and ultrahigh net worth individuals and families for assigned relationships.
- This individual participates in the collaborative and team-centric approach to client servicing across the Wealth Management division.
- Manage the assets of trusts in accordance with trust and estate planning objectives, governing documents and applicable law
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