NEW YORK--(BUSINESS WIRE)--Rockefeller Capital Management today announced that Cheryl Young, one of the Bay Area’s most prominent private wealth advisors, and her seven-member team, Young & Associates, have joined the firm’s Rockefeller Global Family Office, effective today.
Young, a 23-year industry veteran currently ranked among Barron’s Top 100 advisors in the nation, joins the firm’s Pacific Northwest Division, headed by Division Director Brian Riley. The team is based in Los Gatos, CA. Young has been included in Barron’s Top 100 Women’s Advisors since 2014 – and is perennially ranked on many other prestigious media lists as well, including #1 on Forbes’ 2022 Best-in-State Wealth Advisors.
“Cheryl and her teammates are widely recognized as among the industry’s elite professionals, and we’re delighted to welcome them to Rockefeller,” said Chris Dupuy, Co-Head of the Rockefeller Global Family Office and President of Private Wealth Management. Added Michael Outlaw, National Field Director, “For Rockefeller, the Bay Area represents a strategic growth opportunity, and the addition of Young & Associates gives an immediate boost to our ability to attract and service clients in the Silicon Valley and beyond.”
Young, most recently at Morgan Stanley, is passionate about teaching financial literature to women. She’s a graduate of New Mexico State University where she earned a bachelor’s degree in psychology. She has done post-graduate work in Biochemistry at the University of New Mexico and, in 2013, earned her Certified Portfolio Manager Certification through Columbia University’s Master of Engineering School.
Members of her team include: Boaz Chan, Jennifer Seacrist, Wey Lim, and Nicholas Peterson, all Vice Presidents and Client Relationship Directors; Vice President and Business Practice Manager Sarah Mijts; Financial Planning Analyst Jenny Young and Senior Client Associate Cassidy Liu.
More about Young & Associates, including bios and an overview of services offered, can be found at rcm.rockco.com/youngandassociates/.
About Rockefeller Capital Management
Rockefeller Capital Management was established in 2018 as a leading independent, privately-owned financial services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra-high-net-worth and high-net-worth individuals and families, institutions and corporations from 36 locations across the United States. Early in 2022, the Firm opened an office in London. As of March 31, 2021, the Firm was responsible for approximately $95 billion in client assets across its three business segments, the Rockefeller Global Family Office, which includes both the Private Wealth Management and Family Office businesses, Rockefeller Asset Management and Rockefeller Strategic Advisory.