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Dina Carkonen

Private Advisor, Senior Vice President

Dina Carkonen is a Private Advisor and Senior Vice President on Paget Wealth Partners at Rockefeller Global Family Office. With over 20 years of diverse experience in wealth management and financial services, Dina is deeply passionate about understanding people, identifying their true needs, and helping them articulate their life and legacy goals. Through thoughtful planning and investing, she guides clients through the complexities of liquidity and life transitions, ensuring a comprehensive approach to their financial picture. Dina specializes in partnering with women, leading their personal financial teams, and collaborating with their existing advisors to build robust
financial strategies. Before joining Rockefeller, Dina was a partner at Corient (formerly Columbia Pacific Wealth Management), where she assisted business owners through liquidity events and supported families at various stages of their wealth journey. Her career began in 2002 at Smith Barney in New York City, followed by leadership roles as an Investment and Wealth Strategy Consultant and Regional Sales Manager at
UBS.

Outside of her professional life, Dina enjoys spending time with her daughter, Lexi, engaging in art projects, watching her play basketball, and traveling to visit family. She is also proud to be an active member of the Greek community in Seattle.