San Iswara is a Managing Director and the Head of Advisor Acquisition & Product Strategy for the Rockefeller Global Family Office. San joined Rockefeller in May 2018 and is responsible with leading our efforts related to Advisor and RIA acquisitions, due diligence and the transition & onboarding process. In this role, San also provides both strategic and tactical business management support across the Investment Solutions and CIO organizations. San’s strategic priorities include implementing automation and workflow efficiencies across product platforms and business lines, while also broadening the deployment of data analytics and reporting tools for advisors.
Prior to joining Rockefeller, San was an Executive Director at Morgan Stanley, where he most recently served as Chief Operating Officer for Wealth Management’s Advisory Platforms Business. During his 11-years at Morgan Stanley, San held roles across Strategic Client Management, Investment Banking and Capital Markets.
San has a Bachelor’s degree from Drew University where he double majored in Economics and Behavioral Science. San resides in New York City with his wife Rebecca and two sons, Winston and Wyatt.