Heather Flanagan is Head of Trust Fiduciary and Client Accounting Services for Rockefeller Capital Management. She is a member of the Executive Committee. Prior to joining Rockefeller, Heather worked at HSBC Private Bank where she was Managing Director and Regional Head of Private Wealth Solutions. In this role, Heather led strategy and oversight of wealth planning, trust administration and insurance for North and South America. During her tenure, Heather added new capabilities for ultra-high-net-worth clients including a more internationally focused Delaware trust offering, domestic and international tax planning expertise and expanded their Philanthropy and Family Governance platform while serving as a member of the Global Private Wealth Solutions and US Private Bank Executive Committees.
Prior to HSBC, Heather worked at PNC Wealth Management where she led a team of wealth management professionals serving the financial and estate planning needs of high net-worth clients. Heather has extensive experience in Delaware trust planning and many years of private practice experience as a corporate, trusts and estates and tax attorney including establishing her own trust and estate law practice in Florida. Heather is a member of the international professionals group, Society of Trust and Estate Practitioners (STEP) as well as the state bar associations of Arizona, California, Florida, Nebraska, New York and Pennsylvania. She is a nationally recognized speaker and has been quoted in the New York Times, Bloomberg and Barons.
Heather obtained her undergraduate degree with distinction from University of Nebraska, a Master’s in Film Studies from University of California, Los Angeles, and a J.D. from Creighton University School of Law, where she obtained the Deans Merit Scholarship award. She also obtained her LL.M. in Taxation from the University of Florida as a Graduate Tax Scholar and is a Certified Specialist in Planned Giving through the American Institute for Philanthropic Studies at California State University, Long Beach.
