Rich Rodeschini is a Client Operations Associate in Rockefeller Capital Management’s Global Family Office. Rich is responsible for onboarding new clients, portfolio implementation, and day-to-day client service.
Rich was formerly a Relationship Manager at Eagle Strategies, LLC assisting Financial Advisors and their staff across the country with operational efficiencies, practice management, and technology enhancements. Rich was also an Investment Analyst at New York Private Trust Company conducting investment reviews on all Delegated Trust accounts focusing on asset allocation and portfolio performance.
Rich received a B.A. in Business Administration from St. Michael’s College in 2013. Rich holds his Series 7 and 66 licenses.