KellyAnn Risler is a Family Office Counselor – Vice President in the Family Office of Rockefeller Capital Management. Prior to this role she was a Client Advisor, who worked alongside a Managing Director to provide comprehensive planning, advice and services to ultra-high net worth individuals, families, and family offices. Areas of focus include cash flow planning, tax planning, charitable giving, investments, and risk management. Before her time at Rockefeller, Kelly worked at Ayco, a Goldman Sachs Company for five years in her most recent role as a Financial Planner. In this role, she more notably worked with executives of Fortune 500 companies to provide full scope financial planning services.
Kelly has her Bachelor of Science degree in Political Science from the University at Albany –State University of New York, received her J.D. from Albany Law School of Union University and is a member of the New York State Bar. Kelly holds her FINRA Series 7 and Series 66 licenses. She is also a New York State Notary and is insurance licensed.