NorthRock Partners is a wealth advisory firm focused on providing comprehensive, integrated wealth management services to the affluent and emerging affluent marketplace. Headquartered in Minneapolis, Minnesota, NorthRock serves clients throughout the United States. Supporting our clients is a staff of professionals fully dedicated to our clients'​ financial well-being. Learn more at: www.northrockpartners.com

Professional Services

NorthRock Partners

NorthRock Partners' headquarters in Minneapolis, MN, United States

Rob Nelson

Emily Vennerstrom

Brent Field

Thomas McGannon

Rob Bardot

Sam Cari

The Client Service Team at NorthRock Partners is dedicated to ensuring a seamless and exceptional experience for clients. This team is responsible for managing client accounts, addressing client inquiries, processing transactions, and providing logistical support to the wealth advisors. Through their efforts, they contribute to the overall financial well-being and satisfaction of NorthRock’s clientele.

Client Service Team

The Operations Team at NorthRock Partners ensures the seamless execution of daily functions and processes, supporting the firm's comprehensive wealth management services. They manage client account operations, enhance office experiences, analyze business data, and develop strategies for operational improvement. This team is crucial in maintaining efficiency and delivering top-tier client service across the organization.

Operations Team

The Financial Services Team at NorthRock Partners is responsible for providing clients with tailored financial strategies, including trust and estate planning, accounting services, and banking solutions. They aim to ensure the comprehensive financial well-being of affluent and emerging affluent clients through coordinated efforts from experts in various financial disciplines.

Financial Services Team

The Investment and Financial Analysis Team at NorthRock Partners is responsible for evaluating and managing investment opportunities, conducting in-depth financial analysis, and developing strategies to enhance clients' wealth portfolios. The team members collaborate to provide insights and recommendations that align with clients' financial goals, ensuring optimized investment performance and diligent risk management.

Investment and Financial Analysis Team

The Leadership Team at NorthRock Partners is responsible for setting the strategic direction of the firm, overseeing operations, ensuring regulatory compliance, and driving overall growth. Comprised of key executives including the CEO, CFO, CIO, and other senior leaders, this team collaborates to enhance client services, optimize financial strategies, and maintain the firm's market leadership in wealth management.

Leadership Team

The Tax Services Team at NorthRock Partners is responsible for providing expert tax planning and advisory services to ensure clients' financial strategies are optimized and compliant with current tax laws. The team collaborates closely with other wealth management professionals to integrate tax-efficient solutions into clients' overall financial plans, ensuring their financial well-being and helping them achieve their long-term financial goals.

NorthRock Partners

Org chart

Teams

Client Service Team

Operations Team

Financial Services Team

Investment and Financial Analysis Team

Leadership Team

Tax Services Team

Offices

NorthRock Partners

Org chart

Teams

Client Service Team

Operations Team

Financial Services Team

Investment and Financial Analysis Team

Leadership Team

Tax Services Team

Offices

Related companies