Index - csbPublic

Cameron Executive Network Mentor

Riley A. Stephnson

As a Private Advisor with Decision Point Wealth Partners at Rockefeller Global Family Office, I work closely with successful, multi-generational families to develop and implement custom wealth management solutions. These solutions vary client to client, but include retirement income planning, investment strategy, advisory solutions, pre/post-sale financial planning, and a holistic wealth management approach that is coordinated closely with tax and estate advisors.

Employers/Positions

, Financial Advisor
Rockefeller Global Family Office, Vice President, Private Advisor

Industries

Angel Venture Capital
Business Consulting
Business Development
Charitable Organizations
Entrepreneurship
Finance
Financial Advisor
Financial Planning
Insurance
Private Credit
Private Equity
Real Estate
Wealth Management

Certifications / Key Experience

CERTIFIED FINANCIAL PLANNER™

Skills

Board of Directors
Business Development
Cash Management
Charitable Giving Strategies
Consulting
Estate Planning
Financial Planning
Financial Services
Investment Management
Networking
Non-Profit
Private Equity
Public Speaking
Succession Planning
Wealth Management

Education

Certificate, North Carolina State University
BS, UNC Wilmington