Rockefeller Financial Names Matthew D. Gelfand as Senior Wealth Advisor

NEW YORK, April 1 /PRNewswire/ -- Rockefeller Financial ("Company") — a leading global wealth management firm serving high-net-worth individuals, families, trusts, foundations and endowments — announced today that it has named Matthew D. Gelfand as a Senior Wealth Advisor in its Rockefeller Wealth Advisors unit.  

Mr. Gelfand is based in Rockefeller Financial's Washington, D.C. office where he will work closely with the Company's D.C.-based professionals on existing client relationships, new business development, and outreach in the Mid-Atlantic region.  He will also collaborate with the Company's broader investment teams on asset allocation and manager selection, as well as on client investment strategy.

Austin V. Shapard, President and Chief Operating Officer of Rockefeller Financial, said, "I am pleased to welcome Matt Gelfand to Rockefeller Financial.  Matt is a highly accomplished investment professional, economist and scholar  who collectively brings nearly 30 years of  finance, economics and policy analysis experience to Rockefeller Financial from the private sector, government and academia.  Matt's broad-based investment experience and technical knowledge will build upon our existing expertise in the design and implementation of customized wealth management strategies on behalf of our clients.  We look forward to working with him as we continue to provide the highest level of focus and service to our clients."

Prior to joining Rockefeller Financial, Mr. Gelfand was most recently a Managing Director at Potomac Asset Management, where he was responsible for planning and managing portfolios for various investors and conducting research on the economic outlook, capital markets and selection of investments covering all financial asset classes.  From 1989 through 2009, Mr. Gelfand held a number of senior positions at financial institutions where he planned and managed diversified portfolios for high-net-worth families, trusts, endowments, foundations and pension plans and provided leadership in such areas as investment policy, research and marketing.  Prior to beginning his career in investment management, Mr. Gelfand was an Economist with the Board of Governors of the Federal Reserve System.  

Mr. Gelfand holds a Ph.D. in Economics from the University of Pennsylvania and a B.A. in Economics from Yale University.  He is also a Chartered Financial Analyst charterholder and a Certified Financial Planner™ professional.  He is a member of the CFA Institute, the CFA Society of Washington D.C., and the Financial Planning Association.  

About Rockefeller Financial

Headquartered in New York and with offices in Boston, Washington D.C., Stamford, Connecticut, and Wilmington, Delaware, Rockefeller Financial is a leading global wealth management firm that provides comprehensive wealth and investment management services to a diversified client base of high-net-worth individuals, families, trusts, foundations and endowments.  Rockefeller Financial provides access to best-in-class solutions and comprehensive services through four business groups: Rockefeller Wealth Advisors, Rockefeller Asset Management, Rockefeller Capital Partners, and ROCKit® Solutions.  Rockefeller Financial was incorporated in 1979 and registered with the Securities and Exchange Commission in 1980 as an investment adviser.  Rockefeller Financial is the trade name used by Rockefeller & Co., Inc.  Products and services may be provided by various subsidiaries of Rockefeller & Co., Inc.  As of December 31, 2009, the firm and its subsidiaries had approximately $25 billion in assets under administration.

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SOURCE Rockefeller Financial

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