Joe Contreras

Joe Contreras is an accomplished finance professional with extensive experience in client relationship management and business operations. Currently serving as Vice President and Relationship Partner at Rockefeller Capital Management since April 2021, Joe has also held significant roles at Merrill Lynch as a Senior Registered Associate, managing a diverse client portfolio from October 2011 to April 2021. Prior experience includes serving as a Senior Registered Client Associate at Morgan Stanley, where Joe maintained a book of business exceeding $500MM, and positions at Bank of America Investment Services and Wells Fargo, focusing on operational support and client banking needs. Joe holds a Bachelor's Degree in Business, Management, Marketing, and Related Support Services from The University of Texas at El Paso and has participated in a study abroad program at IÉSEG School of Management.