Jake Myers
Associate Vice President, Financial Planning and Investment Associate @Rockefeller Capital Management
Signup · Get unlimited contacts
WORK HISTORY
Associate Vice President, Financial Planning and Investment Associate @Rockefeller Capital Management
Atlanta, GA, US
EDUCATION
Davidson College
Economics, Communication Studies
ABOUT JAKE MYERS
Originally from Saint Simons Island, Georgia, Jake Myers moved to Atlanta in 2022 to work for Rockefeller’s Wealth Strategy Group. As a Wealth Planner in the Family Office, Jake provided ultra-high-net-worth clients with financial, estate, income tax, and philanthropic planning advice and services. He joins the team with a B.A. in Economics and Communication Studies from Davidson College, where he also played Division I soccer. He currently serves as the team’s Financial Planning and Investment Associate, assisting clients with estate modeling, income tax and cash flow projections, investment reporting, and sensitivity analyses. He began his career at Rockefeller Capital Management as an intern in 2021. Jake is a CERTIFIED FINANCIAL PLANNER™.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.