Rockefeller Global Family Office
Brian Riley is a Managing Director and the Western Divisional Director for the Rockefeller Global Family Office. In this role, Brian is responsible for leading and expanding Rockefeller’s business and stable of elite Private Wealth Advisor teams in Washington State, California, Colorado, and Arizona.
Prior to Rockefeller, Brian most recently served as the Executive Vice President on the Private Wealth Management team at First Republic Bank. In this role, he led the strategy to position First Republic Wealth Management as a boutique investment firm catering to high net worth individuals and nearly tripled the assets under management in four years.
Prior to First Republic, Brian spent 19 years with Merrill Lynch. He began his career there as a Financial Advisor in Baltimore, Maryland and went into management full time in 2001. He held a variety of leadership positions at Merrill Lynch, including running the largest branch office in the firm and serving as a Regional Managing Director for the Private Bank, catering to the firm’s ultra-high net worth clients. While with Merrill Lynch, Brian also oversaw the West Coast operations for the Corporate Services, Venture Services, and Asian focused wealth management unit.
Brian received his undergraduate degree from Boston University and holds an Advanced Management Degree from Harvard Business School.