David Miracle
Wealth Manager at Rockefeller Global Family Office
- Role
- Wealth Manager at Rockefeller Capital Management
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About David Miracle
I seek to help individuals and non profit organizations identify and achieve their…
Experience
Wealth Manager
Rockefeller Capital Management
Sep 2023 — Present · Houston, TX, US
I advise individuals and non-profit organizations, creating comprehensive wealth solutions to achieve financial goals as part of a team. My team’s approach begins with the client, identifying needs, goals, and then strategically providing solutions. Utilizing the firm’s impressive resources, my team delivers thoughtful guidance that incorporates tax aware investing, estate planning, strategic business services, family office consulting, and trust services. My team integrates seamlessly with our client’s other advisors to best serve our client’s needs.
Education
University of Illinois Urbana-Champaign
Masters
2008 — 2009
Texas Tech University - Rawls College of Business
B.B.S. Finance + B.B.S. Economics
2003 — 2007
Skills
- Securities
- Valuation
- Due Diligence
- Asset Allocation
- Credit Analysis
- Investments
- Asset Managment
- Wealth Management
- Discounted Cash Flow Analysis
- Equities
- Financial Modeling
- Dcf
- Asset Management
- Investment Management
- Finance
- Financial Analysis
- Portfolio Management
- Factset
- Trust Management
- Economic Research
- Linear Regression
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