Gregory H. Pollock

Private Advisor, Managing Director

Greg Pollock is a Private Advisor and Managing Director at Jones Connolly Pollock Group within the Rockefeller Global Family Office. Prior to joining Rockefeller, Greg was with Merrill Lynch Wealth Management from 1984 to early 2023. He has over 35 years of industry experience.

Greg is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. He focuses on assessing and mitigating risk, goal identification, financial modeling, investment selection, tax minimization strategies and plan design, implementation, and reviews.

Greg Pollock was named to the *Barron’s Top 1000 Advisors in 2013 as well as the Barron’s America’s Top 1,200 Advisors: State by State list in 2014, 2015, 2016, 2017, 2018, 2019 and 2020.

*The Barron’s Top 1000 Advisors rankings discussed above were designated in 2013 and last for a period of one year until new rankings are released. The Barron’s America’s Top 1200 Advisors: State by State List rankings discussed above were designated each year between 2014 and 2020 and last for a period of one year until new rankings are released.

The general methodology criteria for Barron’s includes the following:  Each advisor—selected by Barron’s—is required to respond to a survey about their practice which Barron’s verifies and applies a proprietary rankings formula along with sub calculations to generate each designation. The formula features three major categories of calculations: assets, revenue, quality of practice. No compensation has been provided in connection with obtaining or using this award.