Printer Friendly
The Free Library
22,710,190 articles and books

Rockefeller & Co. Names Elizabeth P. Munson President of Rockefeller Trust Company.



Business Editors

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.

Notes:
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.
COPYRIGHT 2001 Business Wire
No portion of this article can be reproduced without the express written permission from the copyright holder.
Copyright 2001, Gale Group. All rights reserved. Gale Group is a Thomson Corporation Company.

 Reader Opinion

Title:

Comment:



 

Article Details
Printer friendly Cite/link Email Feedback
Publication:Business Wire
Geographic Code:1USA
Date:May 10, 2001
Words:409
Previous Article:Alfred Giordano is Appointed to Forefront Inc. Advisory Board.
Next Article:Aelita Software Named 2001 Winner by Network Computing for Well-Connected Award.
Topics:



Related Articles
Sloan Foundation renews with Rock Ctr.
Chemical Bank seeks to dispose of space.
Law firm renews, expands for 98,000 sf at Rock Ctr.
Law firm expanding.
AP expands commitment at 50 Rockefeller Plaza.
Rock Center shake-out begins.
New Rock owners hit with shareholder suit.
Emmes buys Rockefeller Townhouses.
MARY ROCKEFELLER, WOMEN'S ADVOCATE.

Terms of use | Copyright © 2014 Farlex, Inc. | Feedback | For webmasters