Rockefeller Capital Management welcomes Bay Area Young & Associates to its Rockefeller Global Family Office | News


Rockefeller Capital Management today announced that Cheryl Young, one of the Bay Area’s leading private wealth advisors, and her seven-member team, Young & Associates, have joined the firm’s Rockefeller Global Family Office, at from today.

Young, a 23-year industry veteran currently ranked among Barrons The nation’s top 100 advisers are joining the firm’s Pacific Northwest division, led by division director Brian Riley. The team is based in Los Gatos, California. Young was included in Barrons Top 100 Women’s Advisors since 2014 – and is also continuously ranked on many other prestigious media lists, including #1 on Forbes’ 2022 Best State Wealth Advisors.

“Cheryl and her teammates are widely recognized as some of the elite professionals in the industry, and we are delighted to welcome them to Rockefeller,” said Chris Dupuy, co-director of Rockefeller Global Family Office and president of Private Wealth Management. Michael Outlaw, National Field Manager, added, “For Rockefeller, the Bay Area represents a strategic growth opportunity, and the addition of Young & Associates provides an immediate boost to our ability to attract and serve customers in Silicon Valley and beyond. »

Young, most recently at Morgan Stanley, has a passion for teaching financial literature to women. She graduated from New Mexico State University where she earned a bachelor’s degree in psychology. She completed graduate studies in biochemistry at the University of New Mexico, and in 2013 earned her Certified Portfolio Manager certification through Columbia University’s Master of Engineering School.

His team members include: Boaz Chan, Jennifer Seacrist, Wey Lim and Nicholas Peterson, all vice presidents and directors of client relations; Vice President and Chief Business Practices Officer Sarah Mijts; Jenny Young, Financial Planning Analyst, and Cassidy Liu, Senior Client Associate.

To learn more about Young & Associates, including biographies and an overview of services offered, visit

About Rockefeller Capital Management

Rockefeller Capital Management was established in 2018 as a leading independent and private financial services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the firm has evolved to offer strategic advice to ultra-high net worth and high net worth individuals and families, institutions and corporations from 36 locations across the United States. . In early 2022, the Firm opened an office in London. As of March 31, 2021, the company was responsible for approximately $95 billion in client assets across its three business segments, the Rockefeller Global Family Office, which includes both private wealth management and family office businesses. , Rockefeller Asset Management and Rockefeller Strategic Advisory.

See the source version on

CONTACT: Kelly Whalen


[email protected]



SOURCE: Rockefeller Capital Management

Copyright BusinessWire 2022.

PUBLISHED: 05/11/2022 11:30 AM/DISC: 05/11/2022 11:32 AM

Copyright BusinessWire 2022.