Brianna Ritz is a Senior Vice President and Private Advisor in the Rockefeller Global Family Office. She joined Rockefeller in 2021 and leads a team that offers comprehensive financial services to ultra-high-net worth families. She has a deep expertise in investment advisory, trust and estates, multi-generational planning, tax strategy, risk management, cash flow planning, and benefits and compensation. Additionally, Brianna is a licensed attorney.
Prior to joining Rockefeller, Brianna was a client advisor in the executive financial management unit at Goldman Sachs Ayco Personal Financial Management. In this role, she served as an advisor to ultra-high-net-worth families, many of whom were corporate C Suite executives of Fortune 500 companies, providing comprehensive financial planning.
Brianna has a B.A. in business management from Syracuse University and a J.D. from the University of Pittsburgh School of Law, where she concentrated in federal income, gift and estate taxation. She holds her FINRA series 7, 66, 3 and 30 licenses.