Ms. Rockwell joined Fieldpoint Private from LLBH Private Wealth Management, where she was a senior client relationship manager, providing wealth planning and investment advisory services for wealthy families, corporate executives, and individuals undergoing transitions, such as estate settlement, divorce and retirement.
She began her career in investment banking, with First Boston Corporation, and then worked in management consulting with Bain & Company. Ms. Rockwell was later recruited by PepsiCo, where she spent eight years in a variety of senior finance and strategic planning roles. In 2006 she joined Greenwich, Connecticut-based Chronogram, an independent private wealth management firm, applying her corporate and finance experience as a wealth advisor for executives and wealthy families. The firm later combined operations with LLBH.
Ms. Rockwell is a graduate of Princeton University, and earned her JD/MBA at Harvard University. She has earned the Certified Financial Planner® and Certified Divorce Financial Analyst™ designations. She is President of the Board of Trustees of the Greenwich Library, and a former Trustee of Greenwich Academy. Additionally, Ms. Rockwell is Co-Chair of the Board of Trustees of the Greenwich Historical Society, Chair of the Board of Global Citizen’s Initiative, and a former trustee of the Greenwich Library and Greenwich Academy. She, her husband Joe, and their three children live in Greenwich, Connecticut.