Rockefeller Financial, a wealth management firm serving high-net-worth individuals, families, trusts, foundations and endowments, has named Matthew D. Gelfand as a senior wealth adviser in its Rockefeller Wealth Advisors unit.
Gelfand is based in Rockefeller Financial’s Washington, D.C. office where he will work closely with the company’s D.C.-based professionals on existing client relationships, new business development, and outreach in the Mid-Atlantic region.
He will also collaborate with the company’s broader investment teams on asset allocation and manager selection, as well as on client investment strategy.
Austin V. Shapard, president and chief operating officer of Rockefeller Financial, says: "I am pleased to welcome Matt Gelfand to Rockefeller Financial. Matt is a highly accomplished investment professional, economist and scholar who collectively brings nearly 30 years of finance, economics and policy analysis experience to Rockefeller Financial from the private sector, government and academia. Matt’s broad-based investment experience and technical knowledge will build upon our existing expertise in the design and implementation of customized wealth management strategies on behalf of our clients. We look forward to working with him as we continue to provide the highest level of focus and service to our clients."
Prior to joining Rockefeller Financial, Gelfand was a managing director at Potomac Asset Management, where he was responsible for planning and managing portfolios for various investors and conducting research on the economic outlook, capital markets and selection of investments covering all financial asset classes.
From 1989 through 2009, Gelfand held a number of senior positions at financial institutions where he planned and managed diversified portfolios for high-net-worth families, trusts, endowments, foundations and pension plans and provided leadership in such areas as investment policy, research and marketing.
Prior to beginning his career in investment management, Gelfand was an economist with the Board of Governors of the Federal Reserve System.