Michael Lepore
Senior Vice President, Private Advisor at Rockefeller Global Family Office
- Role
- Senior Vice President, Private Advisor at Rockefeller Capital Management
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Michael Lepore
As a private wealth advisor and proud Atlanta resident, I am passionate about helping…
Experience
Senior Vice President, Private Advisor
Rockefeller Capital Management
Mar 2019 — Present · Atlanta, GA, US
I focus on connecting all aspects of clients\' financial lives to help prioritize and pursue the goals that matter most to them. I work with high-net-worth individuals, families, and business owners to understand their financial situation, help them articulate their short- and long-term goals, and then I recommend a financial strategy aligned with what they want to achieve, all while being fee conscious. I dedicate myself to combining personalized service with the investment insights of Rockefeller.
Education
Wake Forest University
Bachelor of Science - BS
2005 — 2009
Skills
- Higher Education
- Data Analysis
- Microsoft Excel
- Powerpoint
- Event Planning
- Leadership
- Public Speaking
- Sports
- Sports Management
- Customer Service
- Marketing
- Public Relations
- Social Media
- Sports Marketing
- Research
- Microsoft Office
- Microsoft Word
- Event Management
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