Natalia is an Administrative Assistant with Adapt Partners. She joined Rockefeller Global Family Office at the beginning of 2023. Her role as an Administrative Assistant at Rockefeller Global Family Office is to assist with the day-to-day operations in the office by providing administrative support and helping the team coordinate tasks. Prior to joining Rockefeller, Natalia worked in the Fifth Avenue Club at Saks, where she developed great concierge and customer service skills. Natalia was born in Eagle Pass, Texas but was raised in a small town in Mexico called Muzquiz, Coahuila. She lived in Zimbabwe for one year where she went to school and experienced a different culture. Natalia moved to San Antonio in 2017 for college and graduated from UTSA with a Bachelor’s Degree in Communications. Natalia also, served as the Queen of the district in her Rotary Club back in Mexico during the period of 2017 – 2018 where she participated in various beneficiary events. She enjoys interacting with people, learning new things, and working out.
Adapt Partners was named to Forbes Best-In-State Top Wealth Management Teams list for 2024.
The Forbes Best-In-State Top Teams rankings discussed above were designated in January 2024 and last for a period of one year until new rankings are released. Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.