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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
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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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