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Rockefeller Capital Management

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At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help discerning clients—individuals, families, businesses, and institutions—achieve their goals through the delivery of premier financial advisory and investment management. We specialize in wealth management, asset management, and investment management with the objective of connecting clients to a broad network of solutions and compelling opportunities that they wouldn’t be able to explore anywhere else. Originally founded in 1882 as the family office of John D. Rockefeller, the firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations.

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Rockefeller Capital Management's headquarter address
Rockefeller Capital Management's industries
Financial Services
People working at Rockefeller Capital Management
JF
Joe Ferlisi
Managing Director - Chief Information Officer
New York, New York, United States
SI
Sanjeevan Iswara
Managing Director, Deputy Chief Operating Officer
New York, New York, United States
EC
Eric Konigsberg, FRM, PRM, CPM
Managing Director, Chief Operating Officer of Rockefeller Asset Management
New York, New York, United States
CC
Casey Clark, CFA
Managing Director, Deputy CIO, Global Head of ESG Investments, and Portfolio Manager
New York, New York, United States
TG
Tracy A. Gravius
Vice President, Divisional Operations Director
New York, New York, United States
AS
Avery Sheffield
Co-Founder, CIO, and Senior Portfolio Manager of VantageRock at Rockefeller Capital Management
New York, New York, United States
J(
Jennifer Tsahalis (Matthews)
Senior Vice President
New York, New York, United States
JM
Joe Martella
Managing Director - Head of Technology Support & Services
New York, New York, United States
JW
Janet Welch
Managing Director, Chief Operating Officer
New York, New York, United States
EM
Ed Moriarty
Chief Financial Officer
New York, New York, United States
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