Private Advisor, Managing Director
Ülkü Doğan is a Private Advisor and Managing Director at Rockefeller Capital Management.
Previously, Ulku was a Financial Advisor at Wells Fargo Advisors. She and her team work closely with ultra-affluent individuals and families, seeking to help them streamline the complexities and capitalize on the opportunities of substantial wealth.
Prior to her time at Wells Fargo Advisors, Ulku was a wealth advisor at Union Bank, where she helped drive asset management growth through banking relationships. Before Union Bank, Ulku was a wealth advisor at Bank of America where she served ultra-affluent clients.
Ulku has been in financial services for 22 years. She is also involved in several nonprofit organizations.
*Ulku was named to Forbes 2023 Top Women Wealth Advisors Best-In-State.
*The Forbes Top Women Wealth Advisors Best-In-State rankings discussed above were designated in 2023 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.