Kevin Valentino serves as the team’s Chief Operations Officer. Prior to our team joining Rockefeller, Kevin joined Merrill Lynch in 2015 with a Masters in Financial Planning from the University of Georgia and a B.A. in Finance from UGA’s Terry College of Business. He holds the CFP® certification awarded by the Certified Financial Planner Board of Standards.
He focuses on investment analysis, detailed performance reporting, as well as wealth management planning, estate planning services and insurance planning. His experience and superior knowledge of the complex client structures, along with the deep relationships he has cultivated over the years, elevated him to Chief Operating Officer in 2021.
Kevin is native of Atlanta, Georgia.