Robert Moon is a Private Advisor, Managing Director with Moon Wealth Partners within the Rockefeller Global Family Office.
Robert and his team focus on the needs of ultra-affluent executives, entrepreneurs, and private equity partners. Moon Wealth Partners serves a select group of clients who demand in-depth knowledge, high touch services, and an unwavering focus on their financial priorities. The team was founded on the idea that families and wealth are complex, nuanced, deeply personal and deserving of a team and strategies that uniquely match their journeys and needs.
Robert is the oldest of four children, with three younger sisters. He was raised in Laurel, MD and attended Good Counsel High School. Robert loves the outdoors, fishing, and is passionate about cooking. He is a strong supporter of the Tunnel to Towers Foundation.
*Robert was named to the Forbes “Best in State” Wealth Advisors” list in 2022.
*The Forbes Best-in-State Wealth Advisors rankings discussed above were designated in 2022 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.