
Ann Wang: From Humble Beginnings to Lifelong Client Relationships
In the latest episode of Genius Loves Company, Kristen Sario, Southeast Regional President of Rockefeller Global Family Office, speaks with Ann Wang, Private Advisor and Managing Director and founding member of Durrani Wang Wealth Partners at Rockefeller. Ann reflects on the grit and values she developed growing up in an entrepreneurial immigrant family, and how her path from brand management to financial advising led her to build a practice from the ground up alongside her husband and partner, Jamie. Ann also shares her perspective on building lasting client relationships, noting that her team is as thoughtful in choosing clients as clients are in choosing them, and that each relationship is approached as a lifetime partnership. To learn more about Rockefeller Capital Management, visit Rockco.com , keep up with us on LinkedIn or Instagram , and follow along wherever you listen to podcasts. This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management. This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. ID: RCM016256











