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Craig Pollock Email & Phone Number
Private Advisor, Managing Director
at
Rockefeller Capital Management
2 work emails found
@firstrepublic.com
3 phones found area 415 and 888
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Private Advisor, Managing Director
Location
San Francisco Bay Area, United States
Who is Craig Pollock? Overview
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Quick answer
Craig Pollock is listed as Private Advisor, Managing Director at Rockefeller Capital Management, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at firstrepublic.com, phone signal with area code 415, 888, and a matched LinkedIn profile for Craig Pollock.
Craig Pollock previously worked as Private Wealth Advisor at J.P. Morgan Wealth Management at J.P. Morgan and Vice President, Wealth Manager at First Republic Private Wealth Management. Craig Pollock holds Leadership Program For Managers from The Wharton School.
Company email context
Email format at Rockefeller Capital Management
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{first_initial}{last}@firstrepublic.com
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AeroLeads found 2 current-domain work email signals for Craig Pollock. Compare company email patterns before reaching out.
Profile bio
About Craig Pollock
Craig Pollock is a Private Advisor, Managing Director at Rockefeller Capital Management. He possess expertise in portfolio management, business analysis, financial services, management, banking and 11 more skills.
Listed skills include Portfolio Management, Business Analysis, Financial Services, Management, and 12 others.
Current workplace
Craig Pollock's current company
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10 roles
Craig Pollock work experience
A career timeline built from the work history available for this profile.
Private Advisor, Managing Director
Current
Mar 2024 - Present
Private Wealth Advisor At J.P. Morgan Wealth Management
Deposit products and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC. Equal Housing OpportunityJ.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Certain advisory products maybe offered through J.P. Morgan Private Wealth Advisors LLC (JPMPWA), a registered investment adviser. Trust and Fiduciary services including custody are offered through JPMorgan Chase Bank, N.A. (JPMCB) and affiliated trust companies. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA, JPMPWA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co.
Jul 2023 - Mar 2024
Vice President, Wealth Manager
Jan 2019 - Jun 2023
Director, Trading And Portfolio Management Systems
Director of Trading, Portfolio Management and Invoicing systems for Private Wealth Management of First Republic.
Aug 2016 - Jan 2019
Senior Project Manager
Managed analysis, development and implementation projects of cloud-based financial management technology
Jan 2016 - Aug 2016
Principal
Balanced Consulting And Solutions
Consulted with asset management firms to enable efficient client growth through process optimization. Focused on improving efficiency in back-office operations such as trading and allocation, client reporting, and invoicing. Managed software implementation and integration projects, and built custom solutions to fill gaps between systems. Reviewed data for integrity and established metrics to track efficiency on continual basis.
Aug 2014 - Dec 2015
Vp, Director Of Technology, Wealth Management
Led teams to manage the business technology platforms for the private wealth management division of First Republic Bank which supported trading, operations, and integration projects for both the RIA and Broker-Dealer subsidiaries. In this capacity, I served as a top-level liaison for executive management in determining technology needs and solutions. I led the integration of several acquisitions from technology, data, and operational perspectives across several platforms. Managed core conversion project to migrate legacy portfolio management systems to modern solution which impacted all areas of the investment management unit. Implemented firm-wide solutions for client performance reporting, Salentica CRM, and Advent APX portfolio management system. Designed and led project to build a credit risk monitoring tool for over $6 billion worth of muni bonds to satisfy regulatory, risk and compliance monitoring; transitioned into a competitive advantage for firm.
Jul 2006 - Aug 2014
Chief Operations Officer
Managed Client Services, Trading, Technology and Operations teams on East and West Coasts. Led the teams to standardize processes across firm to ensure consistency for compliance. Overhauled invoicing practices and systems to improve accuracy, reduce processing cycle, comply with Sarbanes-Oxley controls and adhere to best practices. Later, I unified operations and trading teams and introduced new technology to improve efficiency and allow business to scale. Implemented firm-wide system training on portfolio management and trading tools.
Sep 2004 - Jul 2006
Chief Operations Officer
Managed Client Service, Trading, and Technology departments. Managed operations for institutional funds and sub-advised programs. Opened new office in Honolulu.
Apr 2001 - Sep 2004
2 education records
Craig Pollock education
Leadership Program For Managers
The Wharton School
Economics, Finance, Business Administration
California Polytechnic State University-San Luis Obispo
FAQ
Frequently asked questions about Craig Pollock
Quick answers generated from the profile data available on this page.
What company does Craig Pollock work for?
Craig Pollock works for Rockefeller Capital Management.
What is Craig Pollock's role at Rockefeller Capital Management?
Craig Pollock is listed as Private Advisor, Managing Director at Rockefeller Capital Management.
What is Craig Pollock's email address?
AeroLeads has found 2 work email signals at @firstrepublic.com for Craig Pollock at Rockefeller Capital Management.
What is Craig Pollock's phone number?
AeroLeads has found 3 phone signal(s) with area code 415, 888 for Craig Pollock at Rockefeller Capital Management.
Where is Craig Pollock based?
Craig Pollock is based in San Francisco Bay Area, United States while working with Rockefeller Capital Management.
What companies has Craig Pollock worked for?
Craig Pollock has worked for Rockefeller Capital Management, J.P. Morgan, First Republic Private Wealth Management, First Republic Bank, and Investcloud, Inc..
How can I contact Craig Pollock?
You can use AeroLeads to view verified contact signals for Craig Pollock at Rockefeller Capital Management, including work email, phone, and LinkedIn data when available.
What schools did Craig Pollock attend?
Craig Pollock holds Leadership Program For Managers from The Wharton School.
What skills is Craig Pollock known for?
Craig Pollock is listed with skills including Portfolio Management, Business Analysis, Financial Services, Management, Banking, Risk Management, Investments, and Wealth Management.
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