Senior Client Relationship Manager, Vice President
Sophia Morgan leads client operations for our team. She is highly experienced in the financial services industry and delivers a distinctive level of expertise and execution to clients in her role. She has oversight for all operational matters that take place within client relationships and goes to great lengths to bring our clients tremendous peace of mind by making it easy and efficient for them to do business with our team and firm.
Prior to joining Rockefeller, Sophia worked in the UBS Private Wealth Management Division since 2001 and received recognition for being a top performer in her role. She is the mother to an adult daughter and her personal interests include travel, cooking, and reading.