Caleb Porter

Caleb Porter is a seasoned finance professional currently serving as Managing Director at Rockefeller Capital Management since March 2023. Previously, Caleb held the position of Managing Director at First Republic Private Wealth Management from March 2016 to March 2023, specializing as a Portfolio Manager. Prior to that, Caleb was Senior Vice President and CFP at Merrill Lynch from April 2008 to March 2016, focusing on Wealth Management. Caleb began a career in finance as a Financial Advisor at Smith Barney from December 2004 to April 2008, where responsibilities included crafting financial plans and asset management goals for private clients. Caleb earned a Bachelor of Science in Finance from the University of San Francisco between 1999 and 2001.