A.J. joins Rockefeller from The Ayco Company, where he led a team of professionals providing multi-family office services to ultra-high-net-worth families. His areas of expertise include multi-generational planning, tax strategy, philanthropic planning, trust and estate planning, cash flow planning and investment advisory.
A.J. brings a reputation for providing high-quality advice, outstanding planning, superb executive counsel, and excellent client service and execution. He is a consummate professional, and we are delighted to have him on the team.
A.J. holds an MBA from the University of Albany and a bachelor’s degree in economics from Union College, where he played ice hockey for four years.