Sophia joined Rockefeller Capital Management in 2021 and brings over 13 years of experience to her role. Having previously worked at firms including Morgan Stanley Private Wealth Management and UBS Private Wealth Management, Sophia is highly experienced in the financial services industry and delivers a distinctive level of expertise and execution to the team. She excels at organization, attention to detail and is committed to providing an exceptional level of service. Sophia helps to oversee and coordinate operations including the implementation of processes to bring clients consistent execution and strong peace of mind.
Sophia earned her Bachelor of Science in Business Administration from Franklin University in 2009. She currently lives in Alpharetta with her husband and two children. In her free time she enjoys traveling with her family, giving back to her community and reading a good book.
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