Kevin Finin
Rockefeller Global Family Office
Boston, Massachusetts
About
Company name
Rockefeller Global Family Office
Business title
Vice President
Professional Profile
Call Me When
Call me when a client is 1) selling a business or 2) has complex planning needs that require a cohesive investment, tax, and estate strategy.
Professions
Wealth Manager
Functional Expertise
Estate planning
Family business
Investments
Tax
Trusts
Exit/Transition Planning
Professional Certification
CFA
Client Industries
Business Services
Consumer Services
Financial Services
Health/Pharma/Biotech
Media and Entertainment
Software/Internet
Telecommunications
Chapter information
Membership
Greater Boston Emerging Professional
Member since
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