Cheryl Young

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Cheryl

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Cheryl Young is the Managing Director and Leader of Young & Associates at Rockefeller Capital Management, an independent wealth management and financial services firm. She brings a comprehensive approach to wealth management, focusing on portfolio management and stock option planning, and working with entrepreneurs, executives, engineers and professional athletes in Silicon Valley and Lake Tahoe. Young has been a financial advisor since 1998 and has been recognized and quoted as a top Wealth Advisor in numerous publications, including The Wall Street Journal, Forbes Magazine, Barron's, On Wall Street, Financial Times, and Working Mother Magazine. Young is also a leader in educating women in finance both at a firm level and in her community. She has taught numerous classes to Fortune 500 companies on what she likes to call “Financial Fitness,” and spoken about options at NASDAQ, Montreal and the New York Stock Exchanges.

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Young joined Rockefeller Global Family Office with her practice Young & Associates in 2022.
She is a Managing Director, Senior Portfolio Management Director, Family Wealth Director and Dedicated Equity Plan Specialist at Rockefeller.
She manages an 8 person team dedicated to comprehensive wealth management.

EARLY CAREER

Young was a Managing Director and Senior Portfolio Management Director at Morgan Stanley, where her practice focused on executive compensation, options, wealth management for entrepreneurs and executives, and empowering women in comprehensive financial planning.
She was the CEO of Young & Associates at Raymond James Financial, and a Senior Financial Advisor at Ameriprise Financial Services.

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