Rockefeller Capital Management

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Rockefeller Capital Management — overview

About

Rockefeller Capital Management is an registered investment adviser and wealth advisory firm providing services to high-net-worth individuals, families, family offices, foundations, endowments, and other institutions. Rockefeller Capital Management is headquartered in New York City and provides clients with services on both a discretionary and non-discretionary basis, to both US-based and non-domestic clients. Rockefeller Capital Management provides clients with investment advice and consulting, as well as a wealth management platform and trust, fiduciary, and wealth planning services. In Q1 2018, Rockefeller & Co. merged with Rockefeller Capital Management. The firm looks to build on its 135-year history of investment management associated with the Rockefeller family. The firm now has three businesses: Rockefeller Wealth Management, Rockefeller Asset Management, and Rockefeller Strategic Advisory. Rockefeller Capital Management has acquired Whitnell & Co. Whitnell is a wealth manager based in Illinois that offers financial planning, investment management, family office services, retirement planning, risk and insurance planning, tax planning, charitable planning, and estate planning.

Rockefeller Capital Management - known decision makers (266)

Position	Location	Asset Class
Client Associate	Houston, US	PEREINFHFPDNR
Managing Director and Co-President	New York, US	PEREINFHFPDNR
Vice President & Private Advisor	Stamford, US	PEREINFHFPDNR
Associate Vice President	San Francisco, US	PEREINFHFPDNR
Associate Vice President	New York, US	PEREINFHFPDNR

Showing 5 of 266 known decision makers Rockefeller Capital Management

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