Stan Young

Stan Young Email and Phone Number

Managing Director & S.A. at Rockefeller & Co., Inc. @
Stan Young's Location
Conshohocken, Pennsylvania, United States, United States
Stan Young's Contact Details
About Stan Young

Stan has 40+ Years of financial and economics experience as a senior level advisor, investment strategist, due diligence analyst, tax forecaster, negotiator and business manager.He was an early practitioner in the (then) new field of "fee-only" financial planning in the 1980's. After founding Financial Clarity in 1992, he built it, as the sole principal, to over $2 billion of assets under advisement. The firm offered a wide array of multi-family office services. It also employed an endowment style approach to asset allocation across all asset classes. He has 40+ years experience with alternative investments. In 2019, he sold the firm to the Rockefeller Family Office and is currently a Managing Director. He now splits his time between the Silicon Valley and Philadelphia offices.His clients include company founders, private equity GPs, investment bankers, senior executives, foundations, etc. Please see Rockco.com for more information.Specialties:Client AdvisoryPlanning/StrategyLeadership/ManagementEconomicsAsset AllocationLiquid InvestmentsAlternative InvestmentsImplementing Estate Planning StructuresEmployee BenefitsIncome Tax ForecastingLegal Work/Negotiations

Stan Young's Current Company Details
Rockefeller & Co., Inc.

Rockefeller & Co., Inc.

Managing Director & S.A. at Rockefeller & Co., Inc.
Stan Young Work Experience Details
  • Rockefeller & Co., Inc.
    Managing Director & Sr. Advisor
    Rockefeller & Co., Inc. Nov 2019 - Present
    Conshohocken, Pennsylvania, United States
    Managing Director of Rockefeller & Co., Senior Client Advisor, and head of the Silicon Valley Office.
  • Financial Clarity, Inc.
    Founder & President
    Financial Clarity, Inc. Aug 1992 - Oct 2019
    Mountain View, Ca
    Multifamily Office - Wealth Management
  • Boutique Palo Alto Investment Bank
    Vice President
    Boutique Palo Alto Investment Bank Aug 1988 - Jul 1992
    Palo Alto, Ca
    Financial Advisor to senior executives and wealthy individuals.
  • Asset Management Group
    Vice President
    Asset Management Group Sep 1984 - Aug 1988
    Greater Los Angeles Area
    Financial Advisor to senior executives and wealthy individuals.
  • Philadelphia Life Insurance
    Director - Corporate Strategic Planning
    Philadelphia Life Insurance Sep 1979 - Aug 1982
    Greater Philadelphia Area
    Worked on the trading desk and then as a portfolio manager for the Company. Subsequently promoted to lead the Company's strategic planning efforts.

Stan Young Skills

Wealth Management Portfolio Management Investments Alternative Investments Finance Estate Planning Investment Strategies Financial Planning Asset Management Asset Allocation Private Equity Retirement Planning Hedge Funds High Net Worth Individuals Financial Advisory Venture Capital Investment Advisory Mutual Funds Equities Investment Management Financial Management Economics Employee Benefits Income Tax Retirement Wealth Tax Fund Of Funds Trusts Financial Advice Insurance Retirement Income Strategies Investment Policy Insurance Planning Budgeting Portfolios Tactical Asset Allocation Private Wealth Management

Stan Young Education Details

Frequently Asked Questions about Stan Young

What company does Stan Young work for?

Stan Young works for Rockefeller & Co., Inc.

What is Stan Young's role at the current company?

Stan Young's current role is Managing Director & S.A. at Rockefeller & Co., Inc..

What is Stan Young's email address?

Stan Young's email address is st****@****ity.com

What is Stan Young's direct phone number?

Stan Young's direct phone number is +165055*****

What schools did Stan Young attend?

Stan Young attended The Wharton School, University Of Virginia, Harriton High School.

What are some of Stan Young's interests?

Stan Young has interest in Economics, Photography, Music, Sports, Coins, Wine.

What skills is Stan Young known for?

Stan Young has skills like Wealth Management, Portfolio Management, Investments, Alternative Investments, Finance, Estate Planning, Investment Strategies, Financial Planning, Asset Management, Asset Allocation, Private Equity, Retirement Planning.

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