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Cima️ Laura Pennington Cfp

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Cima️ Laura Pennington Cfp

Managing Director, Private Wealth Advisor | Rockefeller Capital Management

Washington, District of Columbia, United States

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Cima️ Laura Pennington Cfp

Summary

Laura Pennington Cfp is a seasoned financial advisor with a wealth of experience in asset allocation and investment strategies. As the Managing Director at Rockefeller Global Family Office, she has honed her expertise in wealth management services, private equity, and hedge funds. Laura's career spans over two decades, including significant roles at UBS and Morgan Stanley, where she developed a deep understanding of the national commercial banking sector. Her educational background in Economics from Rollins College complements her professional journey, which is marked by a commitment to strategic planning and consulting. Laura is not just a financial planner; she is also a skilled public speaker who shares her insights on wealth management. Her diverse credentials, including being a certified financial planner and certified investment management analyst, showcase her dedication to excellence in her field. With a strong presence in Washington, D.C., she is well-positioned to influence high-net-worth clients and families.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Cima️ Laura Pennington Cfp

Work Experience

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Managing Director, Private Wealth Advisor at

Rockefeller Capital Management

January 2020 - Present

💼

Managing Director - Private Advisor at

Rockefeller Global Family Office

January 2020 - Present

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Senior Vice President at

UBS Group AG

January 2009 - January 2020

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First Vice President at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

January 2001 - January 2009

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Cima️ Laura Pennington Cfp

Education

Frequently Asked Questions about Cima️ Laura Pennington Cfp

What is Cima️ Laura Pennington Cfp email address?

Cima️ Laura Pennington Cfp's primary email address is ***********@rockco.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cima️ Laura Pennington Cfp work for?

Cima️ Laura Pennington Cfp is a Managing Director, Private Wealth Advisor at Rockefeller Capital Management, a company specializing in Monetary Authorities-Central Bank.

Where Cima️ Laura Pennington Cfp graduated from?

Cima️ Laura Pennington Cfp holds a degree in Economics from Rollins College.

How can I directly contact Cima️ Laura Pennington Cfp?

To contact Cima️ Laura Pennington Cfp directly, you can use the email address ***********@rockco.com. Complete contact information is available upon registration with Muraena.

Who is Cima️ Laura Pennington Cfp?

Laura Pennington Cfp is a seasoned financial advisor with a wealth of experience in asset allocation and investment strategies. As the Managing Director at Rockefeller Global Family Office, she has honed her expertise in wealth management services, private equity, and hedge funds. Laura's career spans over two decades, including significant roles at UBS and Morgan Stanley, where she developed a deep understanding of the national commercial banking sector. Her educational background in Economics from Rollins College complements her professional journey, which is marked by a commitment to strategic planning and consulting. Laura is not just a financial planner; she is also a skilled public speaker who shares her insights on wealth management. Her diverse credentials, including being a certified financial planner and certified investment management analyst, showcase her dedication to excellence in her field. With a strong presence in Washington, D.C., she is well-positioned to influence high-net-worth clients and families.

Cima️`s contact details

mail

***********@rockco.com

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