James M. Beale is a Managing Director and National Business Development Director for Rockefeller Global Family Office and a member of the firm’s Management Committee. James is responsible for Practice Management, Relationship Management and RGFO’s Sports & Entertainment business. James joined Rockefeller in April 2020 leading and shaping the firm’s Capital Markets and Managed Solutions Businesses.

Prior to joining Rockefeller, James spent 16 years with Merrill Lynch where he held leadership positions in Capital Markets. Before joining Merrill Lynch in 2004, James started his career in finance at Scudder Investments serving in both Origination and Distribution roles after concluding a professional ice hockey career in Europe and the U.S.

An active advocate for children and families in the pediatric cancer community, James serves as a Trustee and Advisory Director on the board of The Arms Wide Open Childhood Cancer Foundation. James is also a member of the Board of Trustees for Xaverian High School in Brooklyn, NY, serving on the board’s investment committee. James holds a business degree from Wagner College and resides in Staten Island with Annette and their children Madison, Jonathan, and Jacquelyn. 

James’ mother, Nuala (Horgan), was born in Kenmare, Co Kerry in 1941, arriving in NY October of 1960 and his father’s (John “Jack” Beale) parents were from Cork and Tipperary before meeting in Brooklyn, NY in the late 1920s. James, the youngest of three boys (John & Billy both retired NYPD) attributes a strong work ethic, a commitment to faith and family, and a willingness to help those in need to his Irish roots. Along with a quick wit, of course.