

Heather Gelchion
Managing Director & Senior Investment Advisor - Global Family Office
Rockefeller Capital Management
United States, Massachusetts, Boston
About Me
Heather Gelchion is a Managing Director and Senior Investment Advisor in the Global Family Office. She works with high net worth individuals and families, as well as non-profit organizations. Heather is on Rockefeller’s Asset Allocation Committee and serves on the investment advisory board of the Greer Anderson funds. Prior to joining Rockefeller in 2019, Heather was at Cambridge Associates for 14 years, serving as a Managing Director working with multi-generational families, endowments and foundations. Heather’s clients were located both in the U.S. and Europe, ranging in asset size from $50 million to over $3 billion. As an investment director, Heather helped individuals and families defin
Profile Information
Managing Director & Senior Investment Advisor - Global Family Office
Rockefeller Capital Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Boston
Massachusetts
United States
May 15, 2024
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