Haley Pink

Team Chief Wealth Strategist. Vice President

Haley joined Rockefeller Global Family Office as the Team Wealth Strategist with Titus Wealth Partners. Haley previously joined JP Morgan Chase in 2023 from First Republic, where she was a Client Associate. In 2019, she began her career at First Republic as a Wealth Advisor Associate.

Haley pursued a financial services career for several reasons. A genuine “people-person,” she wanted the chance to build close relationships with people from various backgrounds and life stages. She also was interested in how successful people built sustainable wealth—the kind that created lasting benefits for generations of their families.

Today, Haley is the responsive and responsible “point person” for clients. Connecting them with her colleagues and specialists throughout the firm, she helps provide and implement customized solutions in the areas of investment and retirement planning, liability management, and wealth and estate planning.

Haley also manages operational client support and handles new account openings, account maintenance, market executions and money transfers. Her goal is to enhance the group’s boutique service model and provide clients with the consistent attention they’d expect from a top-tier advisory group.

Haley holds a B.S. in Management (Finance) from Tulane University, where she participated in Burkenroad Reports and was a member of Pi Beta Phi and the Green Bull Investment Group.

Originally from Needham, Massachusetts, Haley resides in the North End of Boston, enjoys exploring the city’s restaurants, spending time on Cape Cod and traveling to new beach destinations. Haley is an active participant with Big Sister Association of Greater Boston, having mentored a young girl since 2020.