Rockefeller & Co. Names Elizabeth P. Munson President of Rockefeller Trust Company.
NEW YORK--(BUSINESS WIRE)--May 10, 2001
James S. McDonald, CEO (1) (Chief Executive Officer) The highest individual in command of an organization. Typically the president of the company, the CEO reports to the Chairman of the Board. of Rockefeller & Co., today announced that Elizabeth P. Munson has been named president of the company's two trust company subsidiaries, Rockefeller Trust Co., New York New York, state, United States
New York, Middle Atlantic state of the United States. It is bordered by Vermont, Massachusetts, Connecticut, and the Atlantic Ocean (E), New Jersey and Pennsylvania (S), Lakes Erie and Ontario and the Canadian province of , and Rockefeller Trust Co., Delaware.
Ms. Munson has been a partner of White & Case LLP LLP - Lower Layer Protocol in the Private Clients Group since 1993. She joined White & Case as an associate in 1983, after serving as a summer intern.
At the White & Case law firm, she focused on providing tax and estate planning Estate Planning
The overall planning of a person's wealth, including the preparation of a will and the planning of taxes after the individual's death.
Contrary to popular belief, estate planning involves much more than preparing a will, and it is not only for the for high net worth families, family offices, foundations, endowments and not-for-profits. She also advised the private clients groups at several leading banking institutions.
In announcing Ms. Munson's appointment, Mr. McDonald said:
"Liz Munson is a wonderful and outstanding addition to the Rock & Co. team. She is a skilled and experienced advisor to high net worth clients and is a great addition to our senior management team.
"Her tenure at White & Case qualifies her uniquely, not only to lead our trust company initiatives but also to provide our clients with sophisticated and tailored solutions for their wealth management needs. We are delighted and excited to have her join us."
Ms. Munson was admitted to the New York State Bar in 1984. She received a B.A. degree from Yale University in 1978, a J.D. degree from the Harvard Law School Harvard Law School (colloquially, Harvard Law or HLS) is one of the professional graduate schools of Harvard University. Located in Cambridge, Massachusetts, Harvard Law is considered one of the most prestigious law schools in the United States. in 1983, and an LL.M LL.M Legum Magister (Master of Laws) . degree in taxation from New York University New York University, mainly in New York City; coeducational; chartered 1831, opened 1832 as the Univ. of the City of New York, renamed 1896. It comprises 13 schools and colleges, maintaining 4 main centers (including the Medical Center) in the city, as well as the Law School in 1993.
She is extensively involved in non-profit organizations, including as trustee of St. Paul's School, Concord, NH; member of the Board of Advisors, Wildlife Conservation Society; vice president, United Neighbors of East Midtown; member of the Board of Managers, Episcopal Social Services; and member of the Yale Development Board.
Rockefeller & Co. was founded in 1979 by Laurance S. Rockefeller, David Rockefeller and the widows of John D. Rockefeller 3rd and Nelson A. Rockefeller. It was a successor company to the firm established in 1892 by John D. Rockefeller, to provide financial counseling and services to the Rockefeller family and their philanthropic enterprises.
Today, the firm manages approximately $4 billion in assets for individual Rockefeller family members, foundations, endowments and other prominent international families.
Rockefeller & Co.'s expertise encompasses, in addition to trust and estate management, global publicly traded equities, both large and small capitalization, fixed income and private investments worldwide. Rockefeller & Co. also provides asset allocation Asset Allocation
The process of dividing a portfolio among major asset categories such as bonds, stocks or cash. The purpose of asset allocation is to reduce risk by diversifying the portfolio. services and a broad range of financial counseling.