Jason Rich

Jason Rich is Managing Director and Chief Operating Officer for Rockefeller Global Family Office at Rockefeller Capital Management. He is a member of the firm’s Management Committee. Prior to joining Rockefeller, Jason spent 17 years at Merrill Lynch, with responsibility over that time as Head of Advisor Acquisition & Business Enablement, National Sales Manager, and Chief Operating Officer of the Private Banking and Investment Group. He served as Head of Practice Management and Southeast Regional Sales Manager for Credit Suisse Private Banking and began his career with Deloitte & Touche LLP, in their Financial Services Practice.

Jason holds the CFA© designation and received his Certified Public Accountant license. He is published in Advances in Quantitative Analysis of Finance and Accounting. He received his M.B.A. from the Rutgers Graduate School of Management and a Bachelor of Science degree in Accounting from Rutgers University.