Charlene Celona is the Head of the Advisor Performance & Compensation group at Rockefeller Capital Management. In this role, Charlene leads the firm’s strategy and execution for tracking and reporting of all RGFO Advisor performance. Additionally, she is responsible for the administration and finance-related support of the RGFO Compensation plans. In partnership with RGFO Field Leadership and the Technology organization, Charlene’s team provides end-to-end support for the suite of Advisor reporting tools for performance and compensation. She is part of the firm’s Management Committee.
Charlene joined Rockefeller Capital Management in March 2019 and served as Head of PWM Business Management Reporting before moving to her current role in January of 2022. Prior to joining Rockefeller, Charlene held a series of leadership roles with Merrill Lynch and Bank of America in Operations and Technology, Finance, Sales Distribution and Securities Based Lending. She has also held leadership roles with RCN, Ansercomm Communications, and Computer Associates International.
Charlene holds a bachelor’s degree in accounting from Rider University and is a graduate of the Securities Industry Institute’s Leadership Development Program conducted at the Wharton School of Business. She holds FINRA Series 7 and 99 designations.