Lisa M. Kitchin
Private Advisor, Managing Director at Rockefeller Capital Management
- Role
- Private Advisor, Managing Director at Rockefeller Capital Management
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Lisa M. Kitchin
Lisa Kitchin is a Private Advisor and Managing Director at Rockefeller Global Family Office. Ms. Kitchin serves a diverse group of clients to identify their financial goals, create a plan, and implement a customized investment strategy. Her areas of expertise include growth-oriented strategies, portfolio income generation, and values-based investing.Previously, Lisa was a Managing Director and Wealth Manager at First Republic Bank for nearly 13 years. Prior to First Republic, she conducted research at Progressive Asset Management, a socially responsible investment advisory firm.Ms. Kitchin is a CERTIFIED FINANCIAL PLANNER™ and graduate of the University of California, Berkeley where she received a bachelor’s degree in Political Economy of Industrial Societies.Specialties: Growth and Dividend Strategies, RSU and concentrated stock diversification, Retirement Planning, ESG (Environmental, Social, Governance) and Impact InvestingIndustry Accolades:20••••22 Forbes Best-in-State Wealth Advisor20••••22 Forbes Top Women Wealth Advisor20••••21 Forbes Top NexGen Advisor2022 Forbes America’s Top Wealth Management Team High Net Worth2023 Forbes Best-in-State Wealth Management Team
Experience
Private Advisor, Managing Director
Rockefeller Capital Management
Jun 2023 — Present
Education
University of California, Berkeley Extension
Certificate in Personal Financial Planning
2010 — 2012
University of California, Berkeley
B.A. Political Economy of Industrial Societies, Spanish & Portuguese
2000 — 2004
Skills
- Project Management
- Corporate Social Responsibility
- Non-Profits
- Social Entrepreneurship
- Microfinance
- Social Enterprise
- Research
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