Jimmy is a Managing Director and Private Wealth Advisor at Rockefeller Capital Management. He brings over 20 years of experience delivering holistic wealth management and customized financial advisory services to ultra high-net-worth individuals, family offices, institutions, and non-profit organizations. Jimmy leverages Rockefeller Capital Management’s broad resources and intellectual capital for the group’s clients in order to provide strategies geared to their complex needs, including investment planning, issues surrounding estate planning, wealth protection, and charitable giving. He facilitates all aspects of wealth management, offering tactical allocation strategies across all asset classes, including cash, fixed income securities, equities, and alternative investments.
He joined Rockefeller Capital Management in May 2020. Prior to this, he spent over four years at Stifel, joining in 2015 through its acquisition of Barclays Wealth and Investment Management, Americas, where he spent three years. Prior to that, he spent nearly five years at Morgan Stanley in its Global Wealth Management Group and seven years at Bear Stearns in its Private Client Services Group.
Mr. Lee was named to Forbes’ Best-In-State Wealth Advisors list (NY) in 2019 and 2020.
When not serving clients, he calls Mahwah, New Jersey home with his wife and their two children.