William E. Christian
William (Bill) Christian serves as a Private Advisor, Managing Director at Rockefeller Capital Management, where he brings a wealth of expertise and a client-centered approach to wealth and portfolio management. During his tenure at Fieldpoint Private Securities in Greenwich, CT, as a Managing Director, he laid the groundwork for his current role at Rockefeller.
Bill’s philosophy is rooted in a collaborative process that starts with a meaningful dialogue with clients. This process involves a deep dive into understanding their aspirations, evaluating risk tolerance, and crafting a bespoke asset allocation strategy aimed at achieving their financial goals. His meticulous selection of equity funds, third-party managers, and individual fixed-income securities is tailored to align with each client’s unique objectives. Moreover, Bill seamlessly integrates comprehensive wealth management, banking, and lending services, ensuring synergy with clients’ external financial advisors and legal counsel.
With over 25 years of experience in investment management, Bill has honed his advisory skills at prestigious firms such as Smith Barney (now part of Morgan Stanley), J.P. Morgan Securities, and Fieldpoint Private Securities. A pivotal moment in his career was in 1998 when he joined forces with Tammi Lauder to establish the Landmark Group, a testament to his entrepreneurial spirit and commitment to excellence in client service.
Bill’s academic foundation in Business Administration was laid at Ramapo College, where he earned his bachelor’s degree. His educational background, combined with his extensive professional experience, positions him as a trusted advisor in the realm of wealth management.
Bill was named to the Forbes 2024 Best-in-State Wealth Advisor list.
The Forbes rankings discussed above were designated in 2024 and last for a period of one year until new rankings are released.
Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.