James Quinn is a CFA® charterholder and holds a Series 66 license, with four years of industry experience. He currently works at Rockefeller Financial LLC and Rockefeller Capital Management, having previously been employed by EPIQ Partners LLC, US Bank Private Wealth, Rock & Co LLC, Bank of America, and The Ayco Company, L.P./Mercer Allied.
Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services through a Private Advisor model and the Rockefeller Global Investment Management platform.