Jimmy is a Private Advisor and Senior Vice President with Adapt Partners within the Rockefeller Global Family Office in San Antonio, Texas. Jimmy joined Rockefeller Capital Management in 2021 and has more than 25 years of experience providing investment management and advice to high-net-worth clients. He is responsible for advising clients on all their wealth management needs.
Prior to Rockefeller, Jimmy spent time at UBS and Merrill Lynch. While at UBS, Jimmy was a resident director in San Antonio for 12 years. Jimmy graduated with a B.A. from Trinity University and holds an M.F.A. from the University of Missouri at Kansas City. Jimmy also earned the Certified Investment Analyst designation from the Wharton School of Business at the University of Pennsylvania. Jimmy holds Series 7, 9, 10, 63, 65 and 66 licenses and is state licensed for life and health insurance. He lives in Fair Oaks with his wife and two children.
Adapt Partners was named to Forbes Best-In-State Top Wealth Management Teams list for 2024.
The Forbes Best-In-State Top Teams rankings discussed above were designated in January 2024 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.