Private Advisor, Senior Portfolio Manager, Senior Vice President
Brian Lusink is a Private Advisor, Senior Portfolio Manager, Senior Vice President at Rockefeller Capital Management.
Before joining Rockefeller Capital Management in 2020, Brian had been a Financial Advisor with Morgan Stanley and its predecessor firms, Smith Barney and Citi Family Office, since 1995.
Over the years, he’s developed a depth of knowledge in areas ranging from holistic wealth planning to asset allocation and investment selection, including the ever-expanding opportunities in the realm of alternative investments. In addition, he’s worked with many business owners to manage their personal and business financials, from advising on mergers, acquisitions and liquidity strategies to designing comprehensive retirement plans. *In fact, he was named a “Top 401(k) Advisor” by the Financial Times in 2015, 2016, 2017 and 2019. Brian was also named one of Forbes Best-In-State Wealth Advisors for Georgia in 2019 and 2020.
Brian earned his bachelor’s degree in financial economics from the University of Georgia. He is a Certified Financial Planner (CFP®) and a Chartered Retirement Plan Specialist (CRPS®).
Brian and his wife, Kimberly, live in Atlanta with their three sons. They are a member of the Peachtree Road United Methodist Church, are on numerous committees at the Lovett School and involved in a myriad of other charities.
*The Forbes “Best in State Wealth Advisors” rankings discussed above were designated in 2019 and 2020 and last for a period of one year until new rankings are released.
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.