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Iziar Moure

Wealth Manager, Associate - Tate Wealth Partners at Rockefeller Capital Management

Iziar Moure, often referred to as "Izzy," is a Wealth Manager and Associate at Rockefeller Capital Management, specifically within the Tate Wealth Partners division. In this role, Moure focuses on providing tailored wealth management solutions to clients, emphasizing personalized financial strategies that align with their unique goals and circumstances.23

Background and Experience

Before joining Rockefeller in January 2024, Moure served as a Senior Wealth Strategy Associate at UBS, where they gained significant experience in wealth management over a span of nearly ten years.45 This background equips Moure with a robust understanding of financial planning and investment strategies.

Current Role

At Rockefeller, Moure is part of a dedicated team that offers comprehensive financial services, including fiduciary oversight and day-to-day account management. The team aims to create holistic financial plans that adapt to clients' evolving needs throughout their wealth journey.12

Moure's expertise is complemented by access to a sophisticated platform of both traditional and alternative investments, enabling clients to explore a wide array of investment opportunities tailored to their financial objectives.3

Highlights

Jan 10 · advisorhub.com
UBS Loses $3.3-Mln Producer to Rockefeller in NC, $2-Mln Team to ...
UBS Loses $3.3-Mln Producer to Rockefeller in NC, $2-Mln Team to ...

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Iziar Moure
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Location

Charlotte, North Carolina, United States