Andrew W. Tate, CFA

Andrew W. Tate, CFA is a Managing Director and Private Advisor at Rockefeller Capital Management, leading Tate Wealth Partners within the firm's Global Family Office.13 Here are some key details about his background and career:

Professional Experience

Andrew has over 25 years of experience in the financial industry.3 His career path includes:

• Rockefeller Capital Management: Currently serving as Managing Director and Private Advisor (joined in January 2024)12
• UBS: Senior Vice President - Wealth Management (October 2014 - January 2024)2
• Sterling Capital Management LLC: Managing Director (August 2007 - September 2014)2
• Bank of America: Principal (May 2000 - June 2007) and Client Manager in Corporate Banking (June 1998 - May 2000)2

Education and Credentials

• Bachelor of Science with special attainments in commerce from Washington and Lee University (1994-1998)23
• Earned the Chartered Financial Analyst (CFA®) designation in 20013

Expertise and Responsibilities

At Rockefeller Capital Management, Andrew leads Tate Wealth Partners, focusing on:

• Providing bespoke investment strategies
• Offering comprehensive financial planning services
• Managing trusts and providing fiduciary oversight
• Assisting clients with legacy planning and lifestyle advisory services4

Community Involvement

Andrew is active in various community and professional roles:

• Board of Trustees at Charlotte Country Day School (Secretary and Treasurer)
• Active involvement with Washington and Lee University, including chairing the Annual Fund for five years
• Served on Host Committees for professional golf events, including the 2017 PGA Championship and 2022 Presidents Cup
• Currently serving on the Host Committee for the 2025 PGA Championship3

Andrew resides in Charlotte with his daughter and is registered to practice in multiple states across the U.S.23