4
Total investments
0
Early stage
0
Mid stage
0
Late stage
25y
Years active
Portfolio
1 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Board Member
Nov 2018
Seeking to put God’s love into action, Habitat for Humanity brings people together to build homes, communities and hope.
Experience · 5 entries
All (5)
Investments (4)
Board (4)
2021
Managing Director, Senior Client Advisor
Mar 2021
At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help discerning clients—individuals, families, businesses, and institutions—achieve their goals through the delivery of premier financial advisory and investment management. We specialize in wealth management, asset management, and investment management with the objective of connecting clients to a broad network of solutions and compelling opportunities that they wouldn’t be able to explore anywhere else.
Originally founded in 1882 as the family office of John D. Rockefeller, the firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations.
2018
Board Member
Nov 2018
Seeking to put God’s love into action, Habitat for Humanity brings people together to build homes, communities and hope.
2010
B
Boys and Girls Club Of America
Past Board Member
Mar 2010
2008
N
NCH Foundation
Past Board Member
Feb 2008
2001
T
The Wellness Place
Past Board Member
Aug 2001
Investment activity
2001–2018 · 4 investments
Recent (last 2 years)Earlier