Jimmy C. Chang, CFA®

Chief Investment Officer, Rockefeller Global Family Office

Rockefeller Global Family Office

Jimmy C. Chang, CFA®, is the Chief Investment Officer of the Rockefeller Global Family Office. He is a Chartered Financial Analyst®.

As CIO for Rockefeller Global Family Office, Jimmy oversees the firm’s investment portfolios while providing market analysis, insight, and guidance to the firm’s Private Advisors and Clients. Services offered by Jimmy’s team include investment research and strategy, portfolio construction, and tax efficient investing. Jimmy has spent more than 20 years with Rockefeller. Prior to becoming the Chief Investment Officer in 2020, Jimmy was the Chief Investment Strategist and a Senior Portfolio Manager at Rockefeller Asset Management, where he co-managed several equity strategies and had oversight of the Fixed Income group.

Before joining Rockefeller in 2004, Jimmy was a Senior Vice President, Chief Technology Strategist, and Senior Technology Analyst at the U.S. Trust Company of New York, where he led technology equity research and co-managed a technology fund. He previously served as a Senior Marketing Representative and an Advisory Systems Engineer at International Business Machines Corporation (IBM) from 1985 to 1994, where he was responsible for client relationship management, business volume, and profit attainments at major international financial services and banking accounts.

Jimmy earned an M.B.A. in Finance/International Business from New York University and a B.S. (summa cum laude) in Electrical Engineering from The Cooper Union.

He is a member of the Tau Beta Pi National Engineering Honor Society. He serves on the Investment Committee of the Foundation for Contemporary Art.