John B. Lewis

Managing Director, Private Advisor at Rockefeller Global Family Office

Role: Managing Director, Private Advisor at Rockefeller Capital Management
Location: Richmond, VA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About John B. Lewis

John B. Lewis is a founding partner of Lewis Wealth Partners. Lewis Wealth Partners is…

Experience

Managing Director, Private Advisor
Rockefeller Capital Management
Feb 2024 — Present · Richmond, VA, US

Skills

Retirement Planning
Wealth Management
Strategic Financial Planning
Asset Allocation
Financial Analysis
Alternative Investments
Investment Advisory
Asset Management
Financial Modeling
Estate Planning
Risk Management
Investment Strategies
Asset Managment
Insurance
Estate Tax Planning
401k Rollovers

Contact information

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Work email
•••••@rockco.com
Personal email
•••••@•••••.com
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Current company

Rockefeller Capital Management

Financial Services · 1.7K employees · Founded 2018 · New York, New York, United States

At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help discerning clients—individuals, families, businesses, and institutions—achieve their goals through the delivery of premier financial advisory and investment management. We specialize in wealth management, asset management, and investment management with the objective of connecting clients to a broad network of solutions and compelling opportunities that they wouldn’t be able to explore anywhere else. Originally founded in 1882 as the family office of John D. Rockefeller, the firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations.

rockco.com

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