Managing Director–Wealth Management
Financial Advisor
Ms. Rockwell is a Managing Director, Wealth Management with UBS Financial Services where she provides wealth planning and investment advisory services for wealthy families, corporate executives, and individuals undergoing transitions, such as estate settlement, divorce and retirement.
She began her career in investment banking, with First Boston Corporation, and then worked in management consulting with Bain & Company. Ms. Rockwell was later recruited by PepsiCo, where she spent eight years in a variety of senior finance and strategic planning roles. In 2006 she joined Greenwich, Connecticut-based Chronogram, an independent private wealth management firm, applying her corporate and finance experience as a wealth advisor for executives and wealthy families. The firm later combined operations with LLBH. Recently Haley was a Managing Director/Senior Advisor at Field Point Private.
Ms. Rockwell is a graduate of Princeton University, and earned her JD/MBA at Harvard University. She has earned the Certified Financial Planner® and Certified Divorce Financial Analyst®™ designations. She is Chair of the Board of Trustees of the Greenwich Historical Society and Chair of the Board of Directors of Global Citizens Initiative. Ms. Rockwell is also former President of the Board of Trustees of the Greenwich Library and a former Trustee of Greenwich Academy. She, her husband Joe, and their three children live in Greenwich, Connecticut.
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Credentials
Investment Associate