Annie Cassidy

Annie is a Client Relationship Associate at Rockefeller Capital Management with Cassidy Wealth Partners in Aspen, Colorado.  She joins her husband’s team to help client families organize and integrate their quantitative and qualitative lives to achieve multigenerational “wellbeing.”  By providing a framework with which to define their values, understand their strengths, create mission statements, and hold annual family meetings, Annie aids families in fostering invaluable connection, communication and success across generations. 

As a former Account Executive at Saatchi & Saatchi Advertising in New York (Procter & Gamble, Johnson & Johnson/Merck, General Mills), mathematics teacher (The Thacher School,  Ojai, CA; Westridge School for Girls, Pasadena, CA; Convent of the Sacred Heart, New York, NY), and fulltime mother to four thriving daughters ages 17 – 23, Annie is uniquely positioned to deliver the Rockefeller Global Family Office insights and solutions to our Cassidy Wealth Partners’ client families. She holds a degree in Psychology and Mathematics from Hamilton College.