Nick Paget, Cpm®, Cfp®

Nick Paget, Cpm®, Cfp® Email and Phone Number

Managing Director @ Rockefeller @ Rockefeller Capital Management
Nick Paget, Cpm®, Cfp®'s Location
Bellevue, Washington, United States, United States
Nick Paget, Cpm®, Cfp®'s Contact Details

Nick Paget, Cpm®, Cfp® work email

Nick Paget, Cpm®, Cfp® personal email

Nick Paget, Cpm®, Cfp® phone numbers

About Nick Paget, Cpm®, Cfp®

The wealth management industry has evolved to serve some of the needs of the greatest number of clients possible. At the Rockefeller Global Family Office, we believe in serving all the needs of a select group of families as it has since John D. Rockefeller founded the original office in 1882. Our passion stems from a very personal satisfaction in advising families by delivering a thoughtful and customized approach to their financial lives and partnering so they have a trusted team every step of the way. This empowers them to accomplish more for themselves, their families, and their communities. Exceptional service and execution in the world today are becoming rare. From the thoughtfulness of our financial planning process, to designing and managing our client’s investment portfolios, to our responsiveness to client requests, to providing the full suite of family office services, and to exclusive investment opportunities, we exist to provide world class service, alleviate the financial demands of our client's busy lives, and together achieve excellence. If you are looking for an uncommon wealth management relationship and are interested in exploring the Rockefeller Global Family Office further, I welcome the opportunity to identify ways for us to help. About Me: The Paget Family, including my wife Darla, our two daughters, and dog reside on the shores of Lake Washington in Bellevue. We greatly enjoy attending the girls’ year-round sporting activities, namely soccer through Bellevue High School / Eastside FC, playing on the lake and in the mountains, and exploring. I grew up in Bellevue having gone to elementary school through college all within fifteen miles of where we live today.

Nick Paget, Cpm®, Cfp®'s Current Company Details
Rockefeller Capital Management

Rockefeller Capital Management

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Managing Director @ Rockefeller
Nick Paget, Cpm®, Cfp® Work Experience Details
  • Rockefeller Capital Management
    Private Advisor, Managing Director
    Rockefeller Capital Management May 2022 - Present
    New York, New York, Us
  • Morgan Stanley
    Executive Director, Family Wealth Director
    Morgan Stanley Aug 2005 - May 2022
    New York, Ny, Us
  • Rbc Wealth Management
    Financial Advisor
    Rbc Wealth Management Jun 2002 - Aug 2005
    Toronto, Ontario, Ca
  • Consultative Basis
    Financial Analyst
    Consultative Basis Feb 2000 - May 2002

Nick Paget, Cpm®, Cfp® Skills

Private Wealth Management Asset Management Planning Certified Financial Planner Services Financial Services

Nick Paget, Cpm®, Cfp® Education Details

  • University Of Washington
    University Of Washington
    Economics
  • Newport High School
    Newport High School

Frequently Asked Questions about Nick Paget, Cpm®, Cfp®

What company does Nick Paget, Cpm®, Cfp® work for?

Nick Paget, Cpm®, Cfp® works for Rockefeller Capital Management

What is Nick Paget, Cpm®, Cfp®'s role at the current company?

Nick Paget, Cpm®, Cfp®'s current role is Managing Director @ Rockefeller.

What is Nick Paget, Cpm®, Cfp®'s email address?

Nick Paget, Cpm®, Cfp®'s email address is ni****@****ley.com

What is Nick Paget, Cpm®, Cfp®'s direct phone number?

Nick Paget, Cpm®, Cfp®'s direct phone number is +120662*****

What schools did Nick Paget, Cpm®, Cfp® attend?

Nick Paget, Cpm®, Cfp® attended University Of Washington, Newport High School.

What are some of Nick Paget, Cpm®, Cfp®'s interests?

Nick Paget, Cpm®, Cfp® has interest in Boating, Skiing, Huskies, Shotokan Karate, Outdoors, Scuba, Seahawks, Golf, Travel, Wine.

What skills is Nick Paget, Cpm®, Cfp® known for?

Nick Paget, Cpm®, Cfp® has skills like Private Wealth Management, Asset Management, Planning, Certified Financial Planner, Services, Financial Services.

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