Rockefeller Capital Management announced that the most prominent private wealth advisors of Bay Area, Cheryl Young along with her team of seven, called Young & Associates have joined the the family office.
Young is a 23-year old that that has ranked among Barrons Top 100 advisors in the nation. She has joined the firm’s Pacific Northwest Division, which is headed by Division Director, Brian Riley. She has been included in Barrons Top 100 Women Advisors since 2014, and has ranked in many media lists, as well as appeared as #1 on Forbes’ 2022 Best-in-State Wealth Advisors.
“Cheryl and her teammates are widely recognized as among the industry’s elite professionals, and we’re delighted to welcome them to Rockefeller,” said Chris Dupuy, Co-Head of the Rockefeller Global Family Office and President of Private Wealth Management. “For Rockefeller, the Bay Area represents a strategic growth opportunity, and the addition of Young & Associates gives an immediate boost to our ability to attract and service clients in the Silicon Valley and beyond,” said Michael Outlaw, National Field Director.
Young is a graduate of New Mexico State University where she earned a bachelor’s degree in psychology. She has also done post-graduate work in Biochemistry at the University of New Mexico in 2013, and earned her Certified Portfolio Manager Certification through Colombia University’s Master of Engineering School.
Members of her team include: Boaz Chan, Jennifer Seacrist, Wey Lim, and Nicholas Peterson, all Vice Presidents and Client Relationship Directors; Vice President and Business Practice Manager Sarah Mijts; Financial Planning Analyst Jenny Young and Senior Client Associate Cassidy Liu.
‘Rockefeller Capital Management Welcomes Bay Area’s Young & Associates to its Rockefeller Global Family Office‘- Business Wire
