Rockefeller Capital Management
Robert Moon is an accomplished finance professional currently serving as Managing Director at Rockefeller Capital Management since November 2023, where The Moon Group specializes in providing family office services to a select clientele of 20 families following significant liquidity events. Prior to this role, Robert Moon enjoyed a successful tenure at Merrill Private Wealth Management from August 2008 to November 2023, holding the title of Private Wealth Advisor and Managing Director, focusing on the intricate financial needs of senior executives through strategies involving concentrated stock and option analysis. Robert Moon holds a Master's Degree from the University of Pittsburgh (1990-1993) and a Bachelor's Degree from Salisbury State University (1986-1990).
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