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
Experience
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
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