Jenny Naylor

Managing Director at Rockefeller Global Family Office

Role
Private Advisor - Managing Director at Rockefeller Capital Management
Location
Charleston, SC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Private Advisor - Managing Director

    Rockefeller Capital Management

    Oct 2024 — Present

    Jenny Naylor is a Managing Director and Private Advisor with the Bostwick Walters Group at Rockefeller Capital Management. Jenny brings over 28 years of experience delivering tailored solutions that address the unique needs and goals of families and family offices, from investment strategy and risk management to philanthropy, family governance and next generation education. Jenny also specializes in guiding private business owners through the complexities of preparing for and executing a liquidity event in an effort to optimize financial outcomes, help ensure a smooth transition and maximize value.

Skills

  • Financial Advisory
  • Residential Mortgages
  • Relationship Management
  • Estate Planning
  • Business Strategy
  • Philanthropy
  • Banking
  • Wealth Management
  • Investment Management
  • Asset Management
  • Cash Management
  • Private Banking
  • Credit

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Jenny Naylor — Private Advisor - Managing Director at Rockefeller Capital Management in Charleston, SC, US | Unifers