John F. McMahon, Jr.

John McMahon is Senior Vice President at The FMC Group of Rockefeller Capital Management.

Prior to joining Rockefeller Capital in 2020, John had been with Merrill Lynch Wealth Management since 1980.

His experience with financial strategy and investment management is extensive, but his passion lies in helping ultra-high-net-worth individuals and multigenerational families plan for the future and achieve their goals, leveraging trust and estate planning, liability management and philanthropy management.

John lives in Orinda, Calif. and enjoys spending time with family, traveling, and pursuing various athletic endeavors.

Named to Forbes Best-In-State Top Wealth Management Teams list for 2024.

*The Forbes “Best-In-State” Top Wealth Management Team rankings discussed above were designated in 2024 and last for a period of one year until new rankings are released.

Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.