Matthew Gallup

Matt Gallup is a Private Advisor and Associate Vice President in the Family Office of Rockefeller Capital Management. Matt works together with a Managing Director to provide comprehensive advice and services to ultra-high net worth individuals, families, and family offices. Areas of focus include estate planning, asset management, tax planning, charitable giving, cash flow planning, and risk management.

Prior to joining Rockefeller, Matt worked at Ayco, a Goldman Sachs Company as a Financial Planner. In this role, he more notably worked with executives of Fortune 500 companies to provide comprehensive financial planning. Prior to joining Ayco, Matt worked at KPMG in the Audit practice as a Senior Associate, where he performed financial statement audits of both publicly traded and private companies, not for profit organizations, and employee benefit plans.

Matt earned his Bachelor of Science degree in Accounting and Master of Science in Accounting from the University at Albany – State University of New York. Matt holds the FINRA Series 7 and Series 66 licenses and is a Certified Public Accountant.