Jason Mingelgreen, CFA® in

Jason Mingelgreen, CFA®

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Private Advisor - Senior Vice President at Rockefeller Capital Management
📍 New York, New York, United States

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Experience
17 Years
Current Role
Private Advisor - Senior Vice President
Job Level
Leadership
Location
New York, New York, United States
Personality Overview

How Jason shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jason cares about

Strategic Priorities
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Career

Work history

2-2025
Private Advisor - Senior Vice President
Rockefeller Capital Management
12-2015 - 2-2025
Director/Investments - Stifel
Stifel Financial Corp.
4-2012 - 12-2015
Vice President
Barclays Wealth and Investment Management, Americas
5-2010 - 4-2012
Vice President - Investment Strategy Group
Neuberger Berman
4-2007 - 9-2008
Investment Analyst - Associate
Lehman Brothers
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2000 - 2004
Education details unavailable
Syracuse University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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