Stephen White

Private Advisor, Managing Director

Steve joined Rockefeller in 2021 and has been providing financial guidance to clients for over twenty-three years. In addition to his most recent role with UBS, Steve has also worked at Lehman Brothers and Deutsche Bank. Steve focuses his practice on wealth management, growth & preservation, helping his clients to maintain and build upon what they’ve worked so hard to create. To that end, Steve works closely with clients to understand what is important to them and their families, and to establish lasting relationships built upon trust and transparency. Prior to entering the financial industry Steve owned his own business for eight years.

Steve is a graduate of Stanford University where, as a scholarship athlete, he competed for four years as a member of the University’s golf team. A lifetime as a competitive golfer has equipped Steve with life lessons that guide and inspire his approach to his work with clients, including humility, perseverance, performance under pressure and, above all, commitment. Steve continues to enjoy playing golf at a competitive level. Most importantly, Steve is the proud father of four kids.