James E. Kofron

Investment Associate, Associate Vice President

James (Jim) Kofron is an Investment Associate and Associate Vice President at Jones Connolly Pollock Group within the Rockefeller Global Family Office. Prior to joining Rockefeller, Jim was with Merill Lynch Wealth Management from 2009 to 2023 after a successful 9-year career as a portfolio manager with an institutional money management firm. Additionally, he has extensive financial and treasury management experience with several major corporations.

Jim holds the Chartered Financial Analyst® designation and has a B.S. in Business from Northwestern University and an MBA from the University of Michigan. Jim focuses on portfolio and corporate cash management strategies for institutions.