Anne B. Golden joined Rockefeller in May of 2023, as a Managing Director and Private Advisor. Prior to Rockefeller Anne was a Senior Managing Director and Wealth Manager at First Republic Investment Management.
Before joining First Republic Investment Management in 2003, she was a Managing Director, Principal and Senior Portfolio Manager with Montgomery Asset Management from 1995 to 2003. From 1983 to 1995, she was a Senior Vice President and Portfolio Manager at Bailard Biehl and Kaiser Inc. She also was a Portfolio Manager at Cole Financial Group from 1977 to 1983, a municipal bond analyst/trader at L.F. Rothschild & Co. and a stock/bond broker.
Anne has over 35 years of investment experience.
An active member of the community, Anne served as a member of the Charles Schwab Institutional Advisory Board from 2001 to 2003, was the 1998 President of the Financial Women’s Association of San Francisco. She was a member of the Board of Regents of John F. Kennedy University where she served as the Chair of the Board from 1990-1998, as well as Chair of the Finance Committee from 2002-2006. Anne served as the past President of the Board for Music In The Vineyards in the Napa Valley and is a current board member.
Anne received her Bachelor of Arts from the University of Colorado and held a CERTIFIED FINANCIAL PLANNER™ designation from 1986-2023.
Top 100 Financial Advisors – Barron’s, 2004-2018
Top Women Wealth Advisor – Forbes, 2019-2021
Best-In-State Wealth Advisors – Forbes, 2020-2021
Top Women Wealth Advisors – Barron’s 2018
The Top 100 Financial Advisors rankings discussed above were designated on 2004-2018 and last for a period of one year until new rankings are released.
The Top Women Wealth Advisor rankings discussed above were designated on 2019-2021 and last for a period of one year until new rankings are released.
The Best-In-State Wealth Advisors rankings discussed above were designated on 2020-2021 and last for a period of one year until new rankings are released.
The Top Women Wealth Advisors rankings discussed above were designated on 2018 and last for a period of one year until new rankings are released.
Forbes specific disclosures: Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.
Barron’s specific disclosures: The general methodology criteria for Barron’s includes the following: Each advisor—selected by Barron’s—is required to respond to a survey about their practice which Barron’s verifies and applies a proprietary rankings formula along with sub calculations to generate each designation. The formula features three major categories of calculations: assets, revenue, quality of practice. No compensation has been provided in connection with obtaining or using this award.