Jarrett Bostwick

Private Advisor, Managing Director

Jarrett Bostwick is a Managing Director and Private Advisor with the Bostwick Walters Wealth Partners at Rockefeller Capital Management. Jarrett is also the Managing Principal of National Financial Companies, a multi-family office venture capital investment firm. Prior to joining Rockefeller, Jarrett was the General Counsel and Co-Founder of Spearhead Capital Advisors.

Jarrett was a Partner in the law firm of Handler Thayer, LLP, which provides professional services to affluent families, family offices and privately held companies. He remains of counsel to the firm. Prior to joining Handler Thayer, LLP, Jarrett was a Partner in the Wealth Planning & Philanthropy Group of Gardner, Carton & Douglas, LLP in Chicago, Illinois. His experience includes tax litigation, valuation and accounting analysis, and serving as the Director of Wealth Planning Design for a nationwide financial planning company.

*In December 2005, Jarrett was named by Worth Magazine as “One of the Top 100 Attorneys in the United States” serving affluent families and family offices. He has also been recognized by various independent organizations on their lists of top attorneys. Leading Lawyers Network named Jarrett as one of the Top Attorneys in Illinois, in the area of Trust, Will & Estate Planning Law. Jarrett has also been named to the lists of The Best Lawyers in America for Trusts & Estates Law, and to the Super Lawyers Illinois Rising Stars in the areas of Estate Planning & Probate, and Tax. Jarrett is a member of the American, Chicago and Illinois State Bar Associations, and was named the Vice Chair of the Exempt Organization Sections of the American Bar Association Real Property Probate and Trust Law Charitable Planning and Exemption Organizations Group. Jarrett is a nationally prominent speaker and author who has been named to Marquis Who’s Who in America, as well as The Best Lawyers in America.

Jarrett earned his Bachelor of Arts Degree in International Affairs at the George Washington University in Washington, D.C., his Juris Doctorate Degree from Gonzaga University School of Law in Spokane, Washington, and his Masters of Law in Taxation from the University of Washington School of Law in Seattle, Washington.


*For more information about the selection criteria for each award, please consult the sponsor’s website.  Rankings, ratings and recognitions should not be construed as an endorsement of the advisor, are not representative nor indicative of any one client’s experience, are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results or client service.