GREEN BROOK, NJ, January 19, 2025 /24-7PressRelease/ -- Phil Kolb has been selected for inclusion in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Mr. Kolb is a distinguished professional in wealth management operations, currently serving as managing director at Rockefeller Capital Management. With over 40 years of experience in the financial industry, he has demonstrated exceptional leadership and operational expertise, particularly in navigating crises and executing business turnarounds.
In his current role at Rockefeller Capital Management (RCM), which he has held since 2022, Mr. Kolb oversees various financial activities, including trade settlement, secure money movement, meticulous reconciliation and comprehensive performance reporting. He also streamlines new account processes and engages with an extensive network of approximately 30 custodians. As an integral member of the management committee and a participant in the Growth Acceleration Team, he works closely with individuals reporting directly to the chief executive officer.
Prior to joining RCM, Mr. Kolb was the founder and managing director at Eventum Enterprise Solutions, a consulting firm that allowed him to leverage his expertise in the industry and provide impactful solutions to clients. Other past positions in the financial services industry include managing director at Morgan Stanley, where he led product management operations in the wealth management division; managing director and international chief operating officer at Julius Baer in Zurich, Switzerland, overseeing operations in Asia, Europe, and South America; managing director and head of international operations at Merrill Lynch International Bank; and managing director of wealth management at Merrill Lynch/Bank of America, where he also spent three years working in Singapore.
Mr. Kolb's educational background includes a Bachelor of Science in business administration and management from St. John's University in New York City in 1988. He further enhanced his expertise by completing the Security Industry Institute Program at the University of Pennsylvania's Wharton School. His approach to responsibility and commitment to hard work have been pivotal in his career success, a philosophy he often shared with interns during his tenure at Merrill Lynch and Morgan Stanley.
Throughout his career, Mr. Kolb has been actively involved in several industry-related organizations. He is a member of the National Investment Company Service Association and serves on its executive board. Additionally, he is part of the Wealth Management Executive Advisory Board at the Depository Trust and Clearing Corporation. His dedication to civic-minded organizations is evident through his role as a board member of Kick4Life F.C., a soccer club and charity dedicated to social change, and his involvement with United Way and various fundraising initiatives.
Mr. Kolb's personal life reflects his professional dedication. He is committed to leading the transformation of RCM into a global family office that integrates traditional wealth management services with family office trust management. This transformative period represents one of the most engaging chapters of his career, filled with exciting opportunities and challenges.
Looking ahead, Mr. Kolb envisions creating an organization capable of thriving and delivering outstanding service to its clients and financial advisors. His goal is to leave behind a legacy that fills him with immense pride and satisfaction, ensuring that RCM continues to succeed long after his tenure. His journey from counting physical securities in a Maryland vault to leading international operations for major financial institutions exemplifies his unwavering dedication and proactive approach to responsibilities.
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