The Atlantic Group at Rockefeller Capital Management的封面图片
The Atlantic Group at Rockefeller Capital Management

The Atlantic Group at Rockefeller Capital Management

金融服务

Bethesda，Maryland 90 位关注者

Located in Bethesda Maryland and West Palm Beach Florida

关注

关于我们

At The Atlantic Group our team takes a planning-based approach when working with our clients. We aim to provide the comprehensive solution our clients need in both understanding their needs, creating plans that are realistic and achievable, and implementing a portfolio strategy that helps enable them to achieve their objectives. Located in Bethesda, MD, and Palm Beach, FL, our team works closely to provide wealth management solutions designed to grow and preserve our clients’ wealth for now and for future generations. We are confidantes, counselors, and navigators, dedicated to managing the complexities of family and wealth. Being a part of Rockefeller provides us with the opportunity to offer our clients unparalleled service, access to uncommon investment opportunities, a seamless digital platform, and premier lifestyle advisory partners.

网站
https://rcm.rockco.com/theatlanticgroup/
所属行业
金融服务
规模
11-50 人
总部
Bethesda，Maryland
类型
合营企业

地点

  • 主要

    2 Bethesda Metro Center

    Suite 800

    US，Maryland，Bethesda，20814

    获取路线

  • 3835 PGA Blvd

    Suite 401

    US，Florida，Palm Beach Gardens，33410

    获取路线

动态

  • Congratulations to Jack Mutchnik, CFA on successfully becoming a Chartered Financial Analyst! Your hard work and dedication have paid off and you have truly earned this distinguished credential. We are thrilled to see continued growth in the knowledge and capabilities of our team.

    查看Jack Mutchnik, CFA的档案
    Jack Mutchnik, CFA

    Vice President, Investment Research at Rockefeller Capital Management

    I am thrilled to share that I have successfully?passed the CFA Level III exam?and earned the prestigious?Chartered Financial Analyst (CFA) charter! This journey has challenged me with one of the most demanding and rigorous educational paths I’ve ever undertaken. I couldn’t have done it without the incredible support of my friends, family, and colleagues. Thank you all for understanding my occasional disappearances during peak study times and cheering me on as I tackled this daunting endeavor. As I embark on this new chapter as a CFA charter holder, I look forward to being able to leverage the invaluable skills and knowledge acquired during this process in my professional life.

    • 该图片无替代文字

  • Congratulations to our team member, Thura K. A. on successfully obtaining the CERTIFIED FINANCIAL PLANNER? certification. Achieving the CFP? credential demonstrates a robust commitment to financial planning and a dedication to reaching the highest standard of excellence in the industry. We are excited and proud to see our team members with shared dedication to professional growth and elevate our collective expertise.

    查看Thura K. A.的档案
    Thura K. A.

    Family Office Wealth Planner

    ?? Exciting News! ?? I am thrilled to share that I have successfully obtained my CERTIFIED FINANCIAL PLANNER? certification! This achievement marks a significant milestone in my commitment to providing the highest standard of financial planning and advice. A heartfelt thank you to all my mentors, colleagues, and family who supported me through this rigorous process. I am excited to apply this advanced knowledge and skill set to better serve my clients and help them achieve their financial goals. Let's connect to explore how I can assist you in planning for a secure and prosperous future!

相似主页