Jason McMillen is a Private Advisor and Vice President in the Rockefeller Global Family Office.
Jason provides comprehensive financial planning services to ultra-high net worth families, corporate executives, and entertainers. Specializing in cash flow planning, insurance and risk management, investment advisory, tax and estate planning, and philanthropy.
Prior to joining Rockefeller, Jason was with Ayco, a Goldman Sachs Company for 10 years. In his last position, Jason was a Financial Planner within Ayco’s Family Office. He started his career within Ayco’s Private Wealth Management Division where he was servicing clients while working within their Portfolio Management Group, Charitable Services Group, and Fidelity Trading Desk.
Jason graduated with honors from Siena College with a B.S. in Management, earned a M.B.A. in Taxation from the State University at Albany, and has achieved the mark of CERTIFIED FINANCIAL PLANNER™. He also holds his FINRA Series 7 and 66 licenses, as well as his New York State Life, Accident & Health insurance license.