Benjamin Robinson Emery

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

• 08/2025 → Present
  Rockefeller Capital Management
  Ny, NY
• 01/2026 → Present
  Rockefeller Financial Llc
  Ny, NY
• 09/2021 → 05/2025
  Middlebury College
  Middlebury, VT
• 06/2023 → 08/2023
  Dane Street
  Boston, MA
• 06/2024 → 08/2024
  Alphasights
  New York, NY
• 06/2022 → 08/2022
  Equity Quotient
  Boston, MA
• 09/2015 → 05/2021
  Noble And Greenough School
  Boston, MA
• 06/2021 → 08/2021
  Wheel Happy Bicycle Shop
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2026-08-28