Elizabeth “Libby” Palomeque, CFP®

Elizabeth “Libby” Palomeque is a Private Advisor and Managing Director at NPKD Wealth Partners within the Rockefeller Global Family Office. Libby has almost three decades of experience in the investment business. Prior to joining Rockefeller, she was a Wealth Manager with First Republic Investment Management and was previously employed as a Portfolio Manager at Bay Isle Financial for 12 years. While she serves a diverse cross-section of clients, she has two areas of specialty: working with clients who wish to learn more about the investment arena and working with clients who are in times of emotional transition.

She is a Certified Grief Recovery Specialist, and a Level II Degriefing Practitioner.

Libby is a CERTIFIED FINANCIAL PLANNER™ professional.

Industry Accolades:

America’s Top Wealth Management Team High Net Worth

Forbes, 2022

Top Women Wealth Advisors

Forbes, 2022

Best-In-State Wealth Advisors

Forbes, 2023

Best-in-State Wealth Management Teams

Forbes, 2023

The Forbes “America’s Top Wealth Management Team High Net Worth” rankings discussed above were designated in 2022 and last for a period of one year until new rankings are released.

The Forbes “Top Women Wealth Advisors” rankings discussed above were designated in 2022 and last for a period of one year until new rankings are released.

The Forbes “Best-in-State Wealth Advisors” rankings discussed above were designated in 2023 and last for a period of one year until new rankings are released.

The Forbes “Best-in-State Wealth Management Teams” rankings discussed above were designated in 2023 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.