Ryan Christine Coulson is a Senior Wealth Strategist for Rockefeller Capital Management’s west coast offices. She brings more than 18 years of industry experience. In this role, Ryan is responsible for developing integrated wealth management solutions, succession plans, and providing tax-efficient comprehensive estate and financial planning services to high net worth clients. Prior to joining the firm, Ryan served as a Managing Director and Senior Wealth Strategist for CIBC Private Wealth Management, U.S. and as a Senior Wealth Planning Strategist for Wells Fargo Private Bank where she worked with clients to develop tax-efficient wealth transfer and succession plans. Previously, she was a
Ryan C. Coulson
Senior Wealth Strategist, Senior Vice President
Rockefeller Capital Management
United States, California, San Francisco
About Me
Profile Information
Senior Wealth Strategist, Senior Vice President
Rockefeller Capital Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
San Francisco
California
United States
Aug 5, 2024
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