James S. Pollock

Client Relationship Manager, Associate Vice President

James (Jim) Pollock is a Client Relationship Manager and Associate Vice President at Jones Connolly Pollock Group within the Rockefeller Global Family Office. Prior to joining Rockefeller, Jim was with Merrill Lynch Wealth Management from 2010 to 2023. He has a background in business development and administration as a professional in the technology and design industries. He focuses on developing financial strategies for high-net-worth individuals, their families, and their businesses to help them reach both their short-term and long-term financial goals. A core part of his business model is working with the families of individuals with special needs to help them meet their specific financial objectives.