Taylor Barden, CPWA®

Managing Director

Taylor Barden, CPWA® is a Managing Director at Rockefeller Capital Management, where he serves as a Private Advisor within the Variant Path Group of the Rockefeller Global Family Office.1 With over two decades of experience in the wealth management industry, Barden specializes in helping business owners and entrepreneurs plan and execute successful transition strategies, including full exits, majority or minority sales, and generational transitions.1

Career History

Barden's career in wealth management began in 2001 with PaineWebber, which was soon acquired by UBS.1 His professional journey includes:

Rockefeller Capital Management: Managing Director (February 2024 - Present)
Morgan Stanley: Senior Vice President (February 2007 - February 2024)
UBS: Financial Advisor (November 2001 - February 2007)

Education and Certifications

Taylor Barden holds a BS in Business Administration with a focus on Finance from North Carolina State University, which he earned between 1997 and 2001.1 He has also obtained several professional certifications:

Certified Private Wealth Advisor® (CPWA) from the Investment Management Consultants Association (August 2015)
Certified Investment Management Analyst® (CIMA) from the Investment Management Consultants Association (June 2006)
Certified Exit Planning Advisor (CEPA) from the Exit Planning Institute (February 2023)

Expertise and Approach

Barden's approach to business succession is defined by what he calls "Price, Process, and People." His team assists clients in:

Maximizing their company's value
Preparing their business for transition
Leveraging Rockefeller Capital Management's senior investment bankers
Coordinating with clients' attorneys and accountants to orchestrate successful transactions

Personal Interests

Outside of his professional life, Taylor Barden is involved in various activities:

Running
Coaching baseball
Serving on the board of Let Me Run
Spending time with his family, including his wife Beth and their children Oliver, Sullivan, and Harper

Taylor Barden's LinkedIn profile (username: taylorbarden) reflects his current position and extensive experience in the wealth management industry, particularly in helping business owners with succession planning and wealth strategies.1