Lisa Kitchin is a CFP® professional with 16 years of industry experience. She is currently with Rockefeller Financial LLC and Rockefeller Capital Management, where she has worked since 2023. Prior to that, she spent 13 years at First Republic Investment Management and First Republic Securities Company, LLC. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting services, and uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services through a consolidated investment platform.

Patrick Trucco is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities, First Republic Securities Company, and RMB Capital Management. Trucco serves on the boards of several nonprofit organizations in Jackson, Wyoming, including St. John's Hospital Foundation, Teton Literacy, and the Animal Adoption Center. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a range of investment management and financial planning services through a Private Advisor model and a consolidated investment platform, combining discretionary and non-discretionary solutions with access to alternative investments and affiliated trust and insurance services.

James Marchetti is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 17 years of industry experience. He previously worked at First Republic Investment Management, Inc. and First Republic Securities Company, LLC. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating as a registered broker-dealer and providing access to alternative investment vehicles through its Private Advisor model and consolidated investment platform.