David M. Sotsky, CPFA, is a seasoned financial professional with over 20 years of experience in wealth management. Currently serving as Vice President and Private Wealth Advisor at Rockefeller Capital Management since April 2022, Sotsky specializes in creating disciplined financial strategies for affluent individuals, families, business owners, and retirement plans, with a particular focus on executives in the technology sector. Prior to this role, Sotsky held positions as Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management from September 2011 to April 2022, and as Director at Convergent Wealth Advisors, LLC from June 2009 to September 2011. Sotsky earned a Bachelor's Degree from Eckerd College between 1992 and 1997.
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