CoverProfile

Elizabeth Munson

Managing Director and Senior Private Advisor & Fiduciary Specialist

Rockefeller Capital Management

United States, New York, New York

About Me

Elizabeth “Liz” Munson serves as a Managing Director and Senior Private Advisor & Fiduciary Specialist in the Rockefeller Global Family Office. She is a member of the firm’s Management Committee. She specializes in advising high-net-worth individuals and families, particularly in trust and estate planning and philanthropic matters. Prior to joining Rockefeller, Liz was a partner in White & Case’s Private Clients Group, where she practiced from 1983 to 2001. In her law career, she focused on providing tax and estate planning for high-net-worth families, foundations, endowments, and nonprofit organizations. She also advised the Private Clients Group at several leading banking instit

View more

Profile Information

Managing Director and Senior Private Advisor & Fiduciary Specialist

Rockefeller Capital Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

New York

New York

United States

Jan 9, 2025

More profiles to browse

TI
Tamar Ioffe
Managing Director
Profile Photo
Jason Kotik
Senior Portfolio Manager
MS
Michael Seo
Portfolio Manager, ESG & Non-ESG Equity Strategies
TH
Tony H. Chang
Private Advisor and Vice President

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
RD
Russ Degitz
Principal
Huntington University
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services