Rockefeller Capital Management
Coley Cassidy, CFA, currently serves as Senior Vice President at Rockefeller Capital Management, a position held since April 2022. Prior to this role, Cassidy was Director at Tiedemann Advisors from May 2018 to May 2022 and held the position of Senior Vice President at Wells Fargo from June 2008 to April 2018. Previous experience includes serving as Director at Deutsche Bank from 2003 to 2008, Vice President at Credit Suisse from May 2000 to May 2003, and working in Institutional Equity Sales at Brown Brothers Harriman from April 1995 to May 2000. Coley Cassidy earned a Bachelor of Arts in Government and Japanese Language from Connecticut College between 1988 and 1992.
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