Rockefeller Capital Management
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Joseph D. Roberts

Managing Director, Head of Enterprise Wealth Advisory & Co-Head of the Rockefeller Center for Wealth Solutions

Rockefeller Global Family Office

Joseph Roberts is the Head of Enterprise Wealth Advisory and Co-Head of the Rockefeller Center for Wealth Solutions at Rockefeller Capital Management. He is also a Managing Director and a member of the firm’s Management Committee. Joe previously ran the firm’s Wealth Advisory Services practice and served as a Divisional Leader for the Northern Division.

Prior to joining Rockefeller Capital, Joe worked for Zeke Capital, a National Multi-Family Office, and Abbot Downing, Wells Fargo’s Family Office. Joe started his career at PricewaterhouseCoopers in the Private Financial Services Consulting Group. Joe has spent his career advising families of unique wealth on their financial needs, including fiduciary administration, tax, wealth transfer, and risk mitigation.

Joe is a member of the State Bars of Pennsylvania and New Jersey as well as the Tax Section of the American Bar Association. Joe earned a J.D. and Masters in Taxation from Villanova University and B.A. from the University of South Florida.