Rockefeller Capital Management

Willow Street is a trusted provider of guidance and administration for custom Wyoming fiduciary structures, working closely with families and their advisors to ensure expertise, integrity, and commitment. As a sister company to Pathstone, an independently operated multi-family office, Willow Street collaborates with them to meet the complex needs of multigenerational families. Through their corporate trustee services and private trust companies, Willow Street offers efficient trust solutions and comprehensive, sophisticated multijurisdictional platforms for protecting and structuring wealth. With a focus on responsiveness and relationship-building, their affiliate, Willow Street Trust Company of Wyoming, LLC, provides directed trustee services to clients seeking a reliable corporate trustee.Generated from the website

The Robertson Stephens’ Jackson office aims to transform the wealth management experience for our clients. We are experienced working with successful families, business owners and philanthropists. Driven by innovation, we offer unique solutions that are designed to ensure our client’s long-term financial success. We help provide access to institutional-quality public and private investment solutions, comprehensive wealth planning, and intelligent digital solutions, all within a fiduciary relationship. We implement a collaborative approach to managing your wealth, partnering with your family, attorneys, estate planners, and accountants. We partner with them to transform your financial goals and aspirations into reality.

Tom Bruno is a Managing Director and Principal of Robertson Stephens. Located in Jackson, Wyoming and with 20 years of experience in the financial services industry, he works with high-net-worth clients, assisting them in effectively managing their wealth by identifying each client’s unique goals then implementing custom, comprehensive wealth plans to help accomplish those goals. Previously, Tom was a Wealth Advisor at Wells Fargo's Private Bank in Jackson and, prior to that, worked in the investment research space at FactSet where he ran their west coast region from San Francisco. Tom earned a Bachelor of Arts in Finance from the University of Iowa. He’s currently a Director at the St. Johns Health Foundation and also serves as the President of Jackson Hole’s Rotary Club. Outside the office, Tom can be found on a road bike or in a pair of trail running shoes. His wife, Jen, is an active volunteer in the public schools and their three kids tolerate Tom’s affinity for rock & roll autobiographies.