Haley Pink

Employer firm

Rockefeller Financial LLC CRD 291361

$99.6B regulatory AUM 223 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2019 → 06/2022
  First Republic Investment Management, Inc.
  Boston, MA
• 06/2018 → 09/2018
  State Street Global Advisors
  Boston, MA
• 05/2017 → 09/2017
  Lmcg Investments
  Boston, MA
• 09/2015 → 05/2019
  Tulane University
  New Orleans, LA
• 04/2021 → 06/2022
  First Republic Securities Company, Llc
  Boston, MA
• 06/2022 → 08/2022
  Congress Wealth Management Llc
  Boston, MA
• 01/2018 → 06/2018
  Ifs Securities
  New Orleans, LA
• 09/2022 → 09/2023
  First Republic Securities Company, Llc
  Boston, MA
• 09/2022 → 09/2023
  First Republic Investment Management, Inc
  Boston, MA
• 09/2023 → 07/2024
  J.P. Morgan Securities Llc
  Boston, MA
• 10/2023 → 07/2024
  Jp Morgan Chase Bank, N.A.
  Boston, MA
• 07/2024 → Present
  Rockefeller Financial Llc
  Boston, MA

Previous Registrations

• 2022-09-22 → 2024-07-09
  J.P. Morgan Private Wealth Advisors Llc
  Boston, MA
• 2023-11-24 → 2024-07-06
  J.P. Morgan Securities Llc
  Boston, MA
• 2022-06-21 → 2022-08-05
  Cw Advisors, Llc
  Boston, MA
• 2021-09-16 → 2022-06-07
  J.P. Morgan Private Wealth Advisors Llc
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2021-09-03

Other Names

• Haley Pink
• Haley Morgan Pink