Matthew Martinez

Client Associate, Associate

Matt joined the Rockefeller Global Family Office in January of 2023. He is responsible for helping manage client relationships, in-depth portfolio reporting, and investment due diligence.

Previously he worked at Morgan Stanley as a Wealth Management Analyst in their home office supporting advisors nationally. It was during his time at Morgan Stanley that he received his SIE, Series 7, Series 63, and Series 65 licenses.

Matt holds a Bachelor of Business Administration in Finance with a Minor in Mathematics from Pace University’s Lubin School of Business, where he graduated Cum Laude and received the Finance Faculty award.

Matt grew up in a small town on the Hudson River in Westchester County. He currently lives in Manhattan on the Upper East Side. Outside of the office, he is an active member of the coeducational professional business fraternity Delta Sigma Pi, serving as the district director for his alma mater’s chapter Pi Phi. During his free time, he enjoys walking through Central Park or along the East River, fishing, and visiting his family in Jupiter, Florida.