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Lisa Benson
J.D. Sandfort
Private Advisor, Managing Director
J. D. is a founding partner of RSA Family Wealth and joined Rockefeller Capital Management in June 2019. He is dedicated to providing financial planning, investment management, and wealth structuring services to our clients. J. D. has more than thirty years of experience in the field of finance. He obtained his MBA in finance and economics from Northwestern University’s Kellogg Graduate School of Management. He has an undergraduate degree in accounting from the University of Illinois and began his career in public accounting practice with PricewaterhouseCoopers. J. D. was named to Forbes “Best-in-State Wealth Advisors” list in 2023.*
J. D. is a Chartered Financial Analyst® (CFA) Charterholder. According to The Economist: “The Chartered Financial Analyst (CFA) designation has become the gold standard of professional credentials within the global investment community.” J. D. is also a Certified Financial Planner® (CFP®), and a non-practicing Certified Public Accountant (CPA).
J. D. lives in Dallas and has two adult children, Weston and Katie. He is a “Big Brother” in the Big Brothers Big Sisters program and enjoys activities with his fifteen-year-old “Little Brother.” J. D. serves on the Advisory Board of the Perot Museum of Nature and Science in Dallas and also enjoys serving on the Board of Trustees for Blackburn College in his hometown of Carlinville, Illinois. J. D. began running at the age of forty and has run more than forty marathons or half-marathons.
J.D. Sandfort, John Sharp, Lehman Benson
*The Forbes “Best in State Wealth Advisors” rankings discussed above were designated in 2023 and last for a period of one year until new rankings are released. Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.