Joseph Kissinger, CFA

Team Chief Investment Officer, Vice President

Joseph Kissinger is Team Chief Investment Officer and Vice President at Liberty Wealth Partners within the Rockefeller Global Family Office, which he joined in 2023.

Prior to Rockefeller, Joseph joined Liberty Wealth Partners at First Republic in February 2017 where he served in various roles assisting our Advisors with investment and planning strategies.

Joseph is a Chartered Financial Analyst® (CFA®) Charterholder and a Chartered Retirement Planning Counselor® (CRPC®). He earned a Bachelor of Science in Business Administration from East Carolina University in 2014 and a Masters in Business Administration with a certificate in Finance in 2015. Joseph holds Series 7 and Series 66 licenses. Joseph lives in New Jersey with his wife and their 2 dogs. In his personal time, he enjoys golfing and traveling.