From Merrill to Rockefeller: A Journey of Exclusive Access and Extraordinary Growth

from The Diamond Podcast for Financial Advisors · host Mindy Diamond

After 18 years at Merrill, Neil Rubinstein and his team joined Rockefeller Global Family Office, finding a platform purpose-built for ultra-high-net-worth clients and redefining what “exclusive access” and extraordinary growth can look like for elite advisors.

Episode metadata supplied by the publisher feed · Published Nov 13, 2025

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From Merrill to Rockefeller: A Journey of Exclusive Access and Extraordinary Growth

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