Tammi Lauder

Private Advisor, Managing Director

Tammi Lauder is a Managing Director, Private Advisor at Rockefeller Capital Management. Prior to joining Rockefeller, Tammi was at Fieldpoint Private Securities, headquartered in Greenwich, CT as a Managing Director from 2017. Her approach is both personal and persistent. She and the team assess the clients’ requirements for income and capital accumulation, their risk and volatility guidelines, and design an asset allocation strategy to help meet them.

Beginning her career as an assistant to a broker at Kidder Peabody, Tammi soon became an advisor, honing her skills during a time when there were few female financial services executives. Tammi’s 40 years of experience have included advisors roles with Smith Barney (now Morgan Stanley), J.P. Morgan Securities, and Fieldpoint Private Securities. In 1998 she teamed up with Bill Christian and together they formed Landmark Group.

Tammi graduated from Skidmore College with a bachelor’s degree in Psychology and Spanish.

Tammi was named to both the Forbes 2024 Best-in-State Wealth Advisor list & the Forbes 2024 Top Women Wealth Advisors Best-In-State list.

The Forbes rankings discussed above were designated in 2024 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.