Gary Pollock

Gary Pollock, CFP®

Private Advisor, Managing Director

Gary Pollock joined Rockefeller Global Family as a Private Advisor, Managing Director, leading Pollock Salah Wealth Partners.

Prior to Rockefeller, Gary was a Managing Director and Wealth Manager at J.P. Morgan Wealth Management. Before joining First Republic Investment Management in 2004, Gary was the cofounder and president of Bay Isle Financial where he managed the operations and investment process for individual clients. Previously, he developed his analytical skills through 20 years of financial, management and planning experience at Chevron Corp. Gary has broad experience in developing tax-efficient, customized portfolios for families. His close involvement with his clients nearing retirement or in retirement has led to his extensive experience in the development of stable income streams from portfolios and the implementation of tax strategies and understanding the logistics involved with IRA and pension distributions.

Gary has also been an active member of the community. He was a founding board member of the Presidio School of Management and was a past President of the San Rafael School Board. In addition, he has been on the boards of several local arts and education groups.

Gary is a CERTIFIED FINANCIAL PLANNER™ professional and has a Doctorate in Chemical Engineering from McMaster University in Canada.