Cheryl Young

Formal First Name

Cheryl

Link

Location

Cheryl Young is the Managing Director and Leader of Young & Associates at Rockefeller Capital Management, a premier independent wealth management and financial services firm. With a career spanning over two decades, she provides a comprehensive approach to wealth management, specializing in portfolio management, stock option planning, and customized financial strategies for entrepreneurs, executives, engineers, and professional athletes in Silicon Valley and Lake Tahoe. Since beginning her career in 1998, Young has earned recognition as a top wealth advisor, with features and quotes in leading publications including The Wall Street Journal, Forbes, Barron’s, On Wall Street, Financial Times, and Working Mother Magazine. Young is also a champion for financial education, particularly for women. She has taught “Financial Fitness” workshops to Fortune 500 companies and delivered presentations on options and portfolio strategies at NASDAQ, the New York Stock Exchange, and the Montreal Exchange.

Terms

Professional Experience

Academic History

Cheryl Young joined Rockefeller Global Family Office in 2022, bringing her practice, Young & Associates, to the firm.
She serves as Managing Director, Senior Portfolio Management Director, Family Wealth Director, and Dedicated Equity Plan Specialist, leading a skilled 8-person team focused on comprehensive wealth management solutions.
Her work combines hands-on portfolio management, executive stock option planning, and mentorship, helping clients—from entrepreneurs and executives to high-net-worth families—achieve long-term financial confidence, strategic growth, and wealth preservation.

EARLY CAREER

Before joining Rockefeller, Young held leadership roles at top financial firms. She was a Managing Director and Senior Portfolio Management Director at Morgan Stanley, focusing on executive compensation, options, and wealth management for entrepreneurs and executives, while championing financial education for women. She also served as CEO of Young & Associates at Raymond James Financial and as a Senior Financial Advisor at Ameriprise Financial Services, building a reputation for delivering personalized investment strategies and client-focused financial planning.

RECOGNITIONS

CERTIFICATIONS

People