Joseph Thrailkill

Joseph joined the Rockefeller Global Family Office in January 2023 with over 6 years of Financial industry experience. He joined from JPMorgan Chase & Co. where he was an officer and relationship broker and previously from Bank of America where he was a relationship manager with a specialization in small businesses. Joseph assist the team in preparation of net worth and performance report along with spearheading the client onboarding process with guidance from advisors. During this process Joseph assists advisors in the creation of financial plans and once the onboarding process is completed, he manages the day-to-day tasks for all clients.

Joseph graduated from the University of Albany, SUNY with degrees in English Studies and Business and later received a Master’s degree in Finance from Empire State University. Joseph holds his Series 6, 7, 63, and 65 licenses along with licenses in health and life insurance.