Nick Paget, CPM
Private Wealth Advisor, Managing Director at Paget Wealth Partners at Rockefeller Global Family Office
Nick Paget is Private Wealth Advisor and Managing Director at Paget Wealth Partners within Rockefeller Global Family Office. He previously held executive and advisory roles at Morgan Stanley, RBC Wealth Management, and worked as a financial analyst.
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Paget Wealth Partners at Rockefeller Global Family Office Private Wealth Advisor, Managing Director 2022–present · current
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Morgan Stanley Executive Director, Family Wealth Director 2005–2022 · past
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RBC Wealth Management Financial Advisor 2002–2005 · past
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Consultative Basis Financial Analyst 2000–2002 · past
Education
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University of Washington Bachelor's degree, Economics · 1995–1999
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Newport High School 1990–1994
Organizations
See all 4-
Paget Wealth Partners at Rockefeller Global Family Office Private Wealth Advisor, Managing Director 2022–present · current
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Morgan Stanley Executive Director, Family Wealth Director 2005–2022 · past
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RBC Wealth Management Financial Advisor 2002–2005 · past
Education
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University of Washington Bachelor's degree, Economics · 1995–1999
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Newport High School 1990–1994
