David Miracle

Wealth Manager @Rockefeller Capital Management

Houston, TX, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2023 — Present

Wealth Manager @Rockefeller Capital Management

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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

2008 — 2009

University of Illinois Urbana-Champaign

Masters

2003 — 2007

Texas Tech University - Rawls College of Business

B.B.S. Finance + B.B.S. Economics

SKILLS

SecuritiesValuationDue DiligenceAsset AllocationCredit AnalysisInvestmentsAsset ManagmentWealth ManagementDiscounted Cash Flow AnalysisEquitiesFinancial ModelingDcfAsset ManagementInvestment ManagementFinanceFinancial AnalysisPortfolio ManagementFactsetTrust ManagementEconomic ResearchLinear Regression

ABOUT DAVID MIRACLE

I seek to help individuals and non profit organizations identify and achieve their…

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