Rockefeller Capital Management, an independent financial services firm, has appointed Gene Mulligan as a Managing Director and Head of Managed, Structured and Alternative Products for Wealth Management.
Mulligan will be principally responsible for developing and enhancing Rockefeller’s product platform for advisors and clients.
“Gene is an industry leader, and his expertise will enable Rockefeller Wealth Management to provide our clients with the finest solutions and products that best suit their unique needs,” says Christopher Randazzo, Head of Wealth Management and Head of Technology & Operations. “He will be an important asset to our team, and we expect to continue adding talent and resources as we build out our world-class wealth management platform.”
Mulligan was most recently Senior Vice President for Investment Products and Platform at Lincoln Financial Network, the retail wealth management affiliate of Lincoln Financial Group, which he joined in 2013. Prior to that, he was a Managing Director and Head of Business Strategy and Development for Merrill Lynch Global Investment Solutions. Mulligan joined Merrill Lynch in 1986 and served in a variety of other roles, including Head of Third Party Discretionary Management, Chief Operating Officer of Managed Account Advisors and later President of Managed Account Advisors. He is a graduate of St. John’s University.