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Grace Yoon

Clinical Herbalist, Author, and Founder at Qi Alchemy

Grace Yoon is the Head of Strategic Partnerships & Community Impact at Rockefeller Capital Management, playing a pivotal role in client relationships and enhancing the client experience.

With a background in finance, Grace curates strategic partnerships for Rockefeller Global Family Office, focusing on multi-generational families and next-generation members.

Her responsibilities include leading initiatives like the Rockefeller Lifestyle Advisory Platform, Next Gen Engagement Initiative, and Financial Education Program.

Grace Yoon is recognized for her contributions, holding various roles such as Co-Chair of the Rockefeller Next Gen Advisory Council and being a Member of Rockefeller's ESG Proxy Voting & Shareholder Engagement Committee.

She is also involved in the Women's Initiative Network at Rockefeller, highlighting her commitment to diversity and inclusion in the financial sector.

Grace's educational background includes an MBA in Finance from NYU Stern School of Business, a BA in Economics from Brown University, and studies at Phillips Exeter Academy.

She has a wealth of experience in the financial industry, having worked at prestigious firms like Morgan Stanley, Merrill Lynch, Deutsche Bank, and EY, holding roles in business development, marketing, strategic advisory, and investment banking.

Grace Yoon is known for her exceptional skill set, evidenced by her FINRA Licenses including SIE, Series 7, 24, 63, and 65, showcasing her expertise in financial services.

Her professional journey includes leadership positions that emphasize her strategic mindset, business acumen, and commitment to fostering impactful relationships.

Grace Yoon
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Location

Boulder, Colorado, United States