Managing Director at Rockefeller Capital Management. Business Development Investment Specialist / Portfolio Manager, integrated team member. Prospect, develop, acquire and manage investment relationships for Ultra High Net Worth (UHNW) and HNW clients, specializing in complex investment management, fiduciary and not-for-profit investment solutions. Experienced in working with clients to build customized investment portfolios - including alternative investments, based on client strategic goals and objectives. Specialties: Working with Ultra High Net Worth and High Net Worth private client and prospects to develop complex investment management solutions, fiduciary investment portfolio manag