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Rockefeller Capital Management

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Rockefeller Capital Management is a leading independent financial services firm led by President and Chief Executive Officer Gregory J. Fleming, offering global family office, wealth management, asset management and strategic advisory services to ultrahigh-net-worth individuals, families, institutions and corporations. The firm is responsible for approximately $75 billion in client assets, as of March 31, 2021. Headquartered in New York City, the Firm also has offices in Atlanta, Boca Raton, Boston, Cleveland, Chicago, Cincinnati, Dallas, Greenwich, Hamilton, Houston, Los Angeles, Mountain View, Paramus, Philadelphia, Salt Lake City, San Francisco, Saratoga Springs, Scottsdale, Washington, DC, and Wilmington, DE. As of March 31, 2021, we have: 677 total employees in 23 locations. Our Heritage: Rockefeller Capital Management launched in March 2018 following the acquisition of Rockefeller & Co., Inc., the legacy Rockefeller family private investment office. Our firm is built upon the 136-year history of excellence in global family office and investment management of the Rockefeller family. Mission: To be nimble and steady, flexible yet uncompromising, personal yet always professional. To be singular in our mission, and singularly committed to our clients and their needs. To preserve and grow the legacies of the exceptional families and institutions we serve. This is why we are here. This is Rockefeller Capital Management.

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Rockefeller Capital Management's headquarter address
Line 1: 10 rockefeller plaza, new york, new york, united states
Line 2: 10 Rockefeller Plaza
Rockefeller Capital Management's industries
Financial Services
Rockefeller Capital Management's technology
Outlook ServiceNow Microsoft Office 365 GoDaddy Hosting iCIMS Bootstrap Framework reCAPTCHA ASP.NET Google Tag Manager Microsoft-IIS Google Font API YouTube WordPress.org Mobile Friendly AddThis Apache Act-On Google Analytics
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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