Thi Tran Le

Senior Client Associate, Associate Vice President

Thi Tran-Le is a Senior Client Associate with Rockefeller Capital Management, the Silicon Valley Family Office. Her various responsibilities include handling operational aspects of client accounts, generating portfolio performance reports for clients on a quarterly basis, preparing subscription and compliance documents for clients to invest, and acting as a liaison with other teams to ensure that reporting deliverables are accurate, complete, and timely.

Prior to joining Rockefeller Capital Management, Thi was a Financial Associate with Financial Clarity, Inc. Before joining Financial Clarity in 2017, she was a Relationship Banker & Small Business Specialist with Bank of America from 2008 to 2013 and an executive assistant to the CEO from 2013 to 2017.

A Silicon Valley native, Thi earned her bachelor’s degree in Finance from San Jose State University where she was a member of the Financial Management Association and the Banking and Investment Association.