Lance Williams

Private Wealth Advisor at Rockefeller & Co., Inc. - New York City, New York, US

Lance Williams's Colleagues at Rockefeller & Co., Inc.
Jeff Anderson

Vice President - Private Wealth Advisor, Team Head of Wealth Planning

Contact Jeff Anderson

Michael Merlin

Founder, Merlin Wealth Management

Contact Michael Merlin

Casey CFA

Managing Director, Global Head of ESG Investments & Portfolio Manager

Contact Casey CFA

Tony Grosso

managing director-principal

Contact Tony Grosso

View All Lance Williams's Colleagues
Lance Williams's Contact Details
HQ
(212) 549-5100
Location
Olympia, Washington, United States
Company
Rockefeller & Co., Inc.
Lance Williams's Company Details
Rockefeller & Co., Inc. logo, Rockefeller & Co., Inc. contact details

Rockefeller & Co., Inc.

New York City, New York, US • 1371 Employees
Financial Services

Rockefeller & Co., Inc. is a global asset management and investment advisory firm that provides investment management services and wealth advice to institutions, foundations and endowments, nonprofits, ultra-high net worth individuals, trusts and families. With responsibility for approximately $16.2 billion in client assets under advisement,* Rockefeller has grown from its roots as the Rockefeller family’s private investment office into a diversified global financial services firm. We are bottom-up investors who aim to find the most attractive opportunities for our clients, without geographic limits. Our diverse relationships span the globe. The company offers several areas of expertise including: asset management, investment advisory, family office services, alternative investments, trust company services, and wealth planning. Rockefeller’s investment strategies encompass equities, balanced, fixed income, alternatives and asset allocation. *As of June 30, 2017. This number includes net assets under management of approximately $10.9 billion plus approximately $5.3 billion in advisory assets. Advised assets represent non-managed assets that receive services, such as financial planning, administration and/or consulting for open architecture programs or other assignments, consolidated reporting, and accounting and tax return preparation services.

Investment Management Services Asset Management Investment Advisory Services Financial Planning Wealth Planning Alternative Investments High Net Worth Individuals Endowment Management Family Office
Details about Rockefeller & Co., Inc.
Frequently Asked Questions about Lance Williams
Lance Williams currently works for Rockefeller & Co., Inc..
Lance Williams's role at Rockefeller & Co., Inc. is Private Wealth Advisor.
Lance Williams's email address is ***@rockco.com. To view Lance Williams's full email address, please signup to ConnectPlex.
Lance Williams works in the Financial Services industry.
Lance Williams's colleagues at Rockefeller & Co., Inc. are Jeff Anderson, Shane Bosnich-Wood, Violet DeSota, Kate T., Michael Merlin, Casey CFA, Tony Grosso and others.
Lance Williams's phone number is (212) 549-5100
See more information about Lance Williams