Dan Mendelson, Cpfa
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Dan Mendelson, Cpfa Email & Phone Number

Managing Director, Private Advisor at Rockefeller Capital Management
Location: Greater Chicago Area, United States, United States 4 work roles 1 school
1 work email found @rockco.com 1 phone found area 800 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email d****@rockco.com
Direct phone (800) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Rockefeller Capital Management
Role
Managing Director, Private Advisor
Location
Greater Chicago Area, United States, United States
Company size
491 employees

Who is Dan Mendelson, Cpfa? Overview

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Quick answer

Dan Mendelson, Cpfa is listed as Managing Director, Private Advisor at Rockefeller Capital Management, a company with 491 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at rockco.com, phone signal with area code 800, and a matched LinkedIn profile for Dan Mendelson, Cpfa.

Dan Mendelson, Cpfa previously worked as Senior Vice President-Wealth Management Division at Merrill Lynch and Vice President at Smith Barney. Dan Mendelson, Cpfa holds Bs, Business Finance from Indiana University Bloomington.

Company email context

Email format at Rockefeller Capital Management

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*@rockco.com
71% confidence

AeroLeads found 1 current-domain work email signal for Dan Mendelson, Cpfa. Compare company email patterns before reaching out.

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Profile bio

About Dan Mendelson, Cpfa

As a Private Advisor at CM Wealth Partners within Rockefeller Global Family Office, I specialize in helping clients assess, articulate, and achieve their near- and long-term financial goals.Rockefeller Global Family Office is a part of Rockefeller Capital Management, a bespoke leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice across its three interconnected, client-focused businesses. We embrace the same standards established by the Rockefeller family legacy and the guardians who have so skillfully helped it thrive throughout seven generations and counting.My team and I provide comprehensive financial advisory services, which includes financial planning, retirement planning, education planning, insurance planning, budgeting, asset allocation and analysis using a myriad of traditional and alternative investments. Our goal is to create deep, meaningful relationships with our clients, often spanning multiple generations. We strive to exceed expectations and provide the best possible service as a trusted advisor.

Listed skills include Series 7, Wealth Management, Portfolio Management, Series 63, and 20 others.

Current workplace

Dan Mendelson, Cpfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Rockefeller Capital Management
Rockefeller Capital Management
Managing Director, Private Advisor
Chicago, IL, US
Website
rockco.com
Employees
491
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Company profile
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4 roles

Dan Mendelson, Cpfa work experience

A career timeline built from the work history available for this profile.

Senior Vice President-Wealth Management Division

Merrill Lynch
Jul 2008 - Oct 2020
Team & coworkers

Colleagues at Rockefeller Capital Management

Other employees you can reach at rockco.com. View company contacts for 491 employees →

RR Raja Ravikanth Kolluri Raja Ravikanth Kolluri Colleague at Rockefeller Capital Management Monmouth Junction, New Jersey, United States, United States View → LW Lahoud Wealth Partners At Rockefeller Capital Management Lahoud Wealth Partners At Rockefeller Capital Management Colleague at Rockefeller Capital Management New York, New York, United States, United States View → JO Jack O’Hara Jack O’Hara Colleague at Rockefeller Capital Management New York, New York, United States, United States View → RT Ryan Trinchet Ryan Trinchet Colleague at Rockefeller Capital Management Hingham, Massachusetts, United States, United States View → KR Kristen Richards, Cfp®, Cpwa® Kristen Richards, Cfp®, Cpwa® Colleague at Rockefeller Capital Management Charlotte Metro, United States View → CW Chris Witherstone Chris Witherstone Colleague at Rockefeller Capital Management New York, New York, United States, United States View → AA Alexander A. Villacampa, Caia Alexander A. Villacampa, Caia Colleague at Rockefeller Capital Management Palm Beach Gardens, Florida, United States, United States View → TB Tracy Broderick, Awma® Tracy Broderick, Awma® Colleague at Rockefeller Capital Management New York City Metropolitan Area, United States View → JL Jonathan Lund, Cfp®, Cpwa®, Crpc™ Jonathan Lund, Cfp®, Cpwa®, Crpc™ Colleague at Rockefeller Capital Management Grand Rapids, Michigan, United States, United States View → TD Taylor Dahl Taylor Dahl Colleague at Rockefeller Capital Management Los Angeles, California, United States, United States View →
1 education record

Dan Mendelson, Cpfa education

FAQ

Frequently asked questions about Dan Mendelson, Cpfa

Quick answers generated from the profile data available on this page.

What company does Dan Mendelson, Cpfa work for?

Dan Mendelson, Cpfa works for Rockefeller Capital Management.

What is Dan Mendelson, Cpfa's role at Rockefeller Capital Management?

Dan Mendelson, Cpfa is listed as Managing Director, Private Advisor at Rockefeller Capital Management.

What is Dan Mendelson, Cpfa's email address?

AeroLeads has found 1 work email signal at @rockco.com for Dan Mendelson, Cpfa at Rockefeller Capital Management.

What is Dan Mendelson, Cpfa's phone number?

AeroLeads has found 1 phone signal(s) with area code 800 for Dan Mendelson, Cpfa at Rockefeller Capital Management.

Where is Dan Mendelson, Cpfa based?

Dan Mendelson, Cpfa is based in Greater Chicago Area, United States, United States while working with Rockefeller Capital Management.

What companies has Dan Mendelson, Cpfa worked for?

Dan Mendelson, Cpfa has worked for Rockefeller Capital Management, Merrill Lynch, and Smith Barney.

Who are Dan Mendelson, Cpfa's colleagues at Rockefeller Capital Management?

Dan Mendelson, Cpfa's colleagues at Rockefeller Capital Management include Raja Ravikanth Kolluri, Lahoud Wealth Partners At Rockefeller Capital Management, Jack O’Hara, Ryan Trinchet, and Kristen Richards, Cfp®, Cpwa®.

How can I contact Dan Mendelson, Cpfa?

You can use AeroLeads to view verified contact signals for Dan Mendelson, Cpfa at Rockefeller Capital Management, including work email, phone, and LinkedIn data when available.

What schools did Dan Mendelson, Cpfa attend?

Dan Mendelson, Cpfa holds Bs, Business Finance from Indiana University Bloomington.

What skills is Dan Mendelson, Cpfa known for?

Dan Mendelson, Cpfa is listed with skills including Series 7, Wealth Management, Portfolio Management, Series 63, Retirement Planning, Investments, Strategic Financial Planning, and Mutual Funds.

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