Thomas P. O'Rourke, CFA

Private Advisor-Rockefeller Global Family Office & Chief Investment Officer-Axiom Wealth Partners @ Rockefeller Capital Management

About

I joined Rockefeller Global Family Office in 2024 as a Private Advisor / Team Chief Investment Officer with Axiom Wealth Partners. Prior to joining Rockefeller, I spent 22 successful years at BlackRock. During my time at BlackRock, I excelled as a Senior Portfolio Manager in the Separately Managed Accounts (SMA) Division, and as a Senior Portfolio Strategist in the U.S. Wealth Advisory Division. With over two decades of investment consulting expertise, I have applied this experience to help clients achieve financial success. I work with individuals, families, and institutions to design, build, and manage their wealth through highly personalized multi-asset portfolios. As an avid audio and music enthusiast, I enjoy many different genres of music, but am particularly fond of the Blues, especially Electric Blues. I am a Chartered Financial Analyst Charterholder (CFA). I earned a Master’s degree in Finance from Walsh College and a Bachelor’s degree in Economics from the University of Michigan-Flint.

Country

United States

City

Grand Rapids

Industry

Financial Services

Skill

Wealth Preservation, Equities, Client Relations, Communication, Business Development, Investment Management, Fixed Income Portfolio Management, Multi-Asset Portfolio Management, Investments, Investment Strategies, Fixed-Income Investing, Wealth Management Services, Trusts, Portfolio Risk Management, Portfolio Management

Experience

Private Advisor-Rockefeller Global Family Office & Chief Investment Officer-Axiom Wealth Partners

Rockefeller Capital Management

2024-5 - Present · 2 yrs 5 mos

Grand Rapids, Michigan, United States

Helping families, businesses, and non-profits preserve and grow their wealth.

Senior Portfolio Strategist

BlackRock

2022-7 - 2024-1 · 1 yr 7 mos

Shelby, Michigan, United States

Partner with BlackRock Market Leaders to develop in-depth consulting relationships with key financial advisors and teams. Helped advisors create detailed, repeatable, and scaled investment processes unique to their views, thoughts, and strategy preferences. Through on-going follow up engagements we determined if any portfolio adjustments are necessary in light of market conditions.

Director - Senior Portfolio Manager

BlackRock

2014-12 - 2022-6 · 7 yrs 7 mos

Bloomfield Hills, Michigan, United States

Partnered with select Merrill Lynch Financial Advisors and Trust Specialists to build comprehensive, highly personalized multi-asset portfolios for some of their highest priority clients. Developed the investment strategy, constructed the portfolio using state of the art risk management, and proactively managed the portfolio through dynamic market environments.

Senior Vice President - Portfolio Manager

Bank of America

2012-8 - 2014-11 · 2 yrs 4 mos

Troy, Michigan, United States

Designed and managed highly personalized investment solutions for net net worth clients of the bank. Served as the family's Personal Chief Investment Officer and architect of their investment plan. Member of the family's wealth management team where tax, trust, estate transfer, philanthropic, and legacy planning were expertly integrated into a comprehensive plan.