Michelle Matan, CFP is a Private Advisor and Senior Vice President of the Rockefeller Global Family Office. Michelle leads a team that offers comprehensive financial services to ultra-high net worth clients. She has deep expertise in investment advisory, cash flow planning, trusts & estates, tax strategy, and risk management, as well as employee benefits & executive compensation. Her passion and focus is to prepare and guide families through the most critical points in their lives.
Prior to joining Rockefeller, Michelle was a Wealth Management Advisor at Merrill Lynch, Pierce, Fenner & Smith where she served as an advisor to high net worth families, business owners, & institutions. Michelle started her career at Ayco, a Goldman Sachs Company providing full scope financial planning education to the employees of Fortune 500 companies.
Michelle has a B.A. in Economics from Siena College and achieved the mark of CERTIFIED FINANCIAL PLANNER™ in March of 2016. Michelle holds her FINRA Series 7 and Series 66 licenses.