Jonathan Battillo, CFP®, CRPC™

Jonathan Battillo is a Private Advisor and Senior Vice President at Rockefeller Global Family Office. Prior to Rockefeller, Jonathan was a Wealth Management Advisor, Senior Vice President with Merrill Lynch.

Clients often begin working with Jonathan during a life transition, such as a career change, divorce or inheritance. Many are entrepreneurs who have sold a company or taken it public. In every relationship, Jonathan takes the time to understand each client’s financial situation and their individual risk tolerance, which allows him to tailor customized investment solutions to meet their goals. He believes he can add value by connecting them with the investment resources of Rockefeller, and the combined knowledge of an experienced wealth management team.

A lifelong interest in financial markets and investing led Jonathan to choose a career in wealth management. With more than twenty years of experience as a wealth management advisor, he has helped a diverse group of high-net-worth clients create customized strategies to pursue their short- and long-term financial goals. He believes the best approach to managing wealth is to understand what clients want to accomplish with it during their lifetime and beyond.

Jonathan received a Masters of Business Administration from University of Delaware and his undergraduate Bachelor’s in Finance is from Stockton University. He is a CERTIFIED FINANCIAL PLANNER®, CFP® professional and also holds the Chartered Retirement Planning Counselor™, CRPC™ designation. As a Portfolio Manager in the Merrill Investment Advisory Program, Jonathan helped clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. The strategies he offered also included Exchange Traded Funds (ETFs) and mutual funds.

Jonathan lives in Moorestown, New Jersey, with his wife, Tina, and their two young sons, Ben and Will. He enjoys running, cycling, and family vacations on the Outer Banks of North Carolina.