Jason Rich

Jason Rich is Regional Managing Director for New York City and Connecticut.

As Regional Managing Director for New York City and Connecticut, Jason oversees the daily operations of our business while ensuring that strategic initiatives and key priorities are tracking to successful execution and desired results. Jason and his team serve as a point of interface and integration for our business, finance, technology, and operations partner organizations, while leading our efforts related to advisor recruiting.

Prior to joining Rockefeller, Jason spent 17 years at Merrill Lynch, with responsibility over that time as Head of Advisor Acquisition & Business Enablement, National Sales Manager, and Chief Operating Officer of the Private Banking and Investment Group. He served as Head of Practice Management and Southeast Regional Sales Manager for Credit Suisse Private Banking and began his career with Deloitte & Touche LLP, in their Financial Services Practice.

Jason holds the CFA© designation and received his Certified Public Accountant license. He is published in Advances in Quantitative Analysis of Finance and Accounting. He received his M.B.A. from the Rutgers Graduate School of Management and a Bachelor of Science degree in Accounting from Rutgers University. He is an ultra-marathon runner and professional musician.

Jason lives with his wife and two children in Bedminster, N.J.