Georgios Poulakis

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

• 07/2022 → 09/2024
  Rockefeller Capital Management
  Ny, NY
• 07/2022 → 09/2024
  Rockefeller Financial Llc
  Ny, NY
• 09/2021 → 05/2022
  Rockefeller Capital Management
  Atlanta, GA
• 08/2005 → 05/2018
  Frederica Academy
  St. Simons Island, GA
• 08/2018 → 05/2022
  Emory University
  Atlanta, GA
• 05/2021 → 08/2021
  Ncr Corporation
  Atlanta, GA
• 10/2024 → Present
  Rockefeller Capital Management
  Ny, NY
• 10/2024 → Present
  Rockefeller Financial Llc
  Ny, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-02-28

Other Names

• George Poulakis