Rockefeller Global Family Office Expands Chicago Presence with Addition of Two Private Wealth Teams
Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management ("Rockefeller”), today announced the addition of Rathi Wealth Partners and Singh Wealth Partners, further expanding the firm’s existing presence in Chicago. The firm now has 10 teams headquartered in the greater Chicago area.
Rockefeller Global Family Office Continues Growth, Welcomes First Florham Park, NJ-Based Private Wealth Team
Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management ("Rockefeller”), today announced the addition of Chase Newman Riordan Wealth Partners – the firm’s first private advisor team to be headquartered in Florham Park, New Jersey. Home to a growing number of discerning business owners, professionals and families, Florham Park represents a strategic market for the firm’s continued growth.
Rockefeller Capital Management Names Christopher Kirk, Respected Industry Leader, as Head of Investment & Client Solutions
Rockefeller Capital Management today announced the appointment of Christopher Kirk, a respected industry leader with 30 years of experience, as Managing Director and Head of Investment & Client Solutions. Most recently, at Wellington Management, Kirk served as President of both Wellington Alternative Investments and Wellington Funds US, with broad responsibilities for business and investment performance.
Rockefeller Global Family Office Expands Private Wealth Business in Southeast Division, Adds Variant Path Group in Charlotte, NC
Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management (“Rockefeller”), today announced the addition of Variant Path Group, a respected 10-person team based in Charlotte, NC.
Rockefeller Global Family Office Expands National Wealth Management Presence with Addition of Lewis Wealth Partners in Richmond, VA
Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management (“Rockefeller”), today announced the addition of Lewis Wealth Partners – the firm’s first Private Advisor team based in Richmond, VA, the Commonwealth’s state capital – to its growing national presence. The Richmond region, rich in history, culture, and tourism, is one of the fastest growing in the state.
Rockefeller Global Family Office Expands Northern Division with the Addition of Axiom Wealth Partners of Grand Rapids, MI
Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management (“Rockefeller”), today announced its continued expansion of its Northern Division with the addition of Axiom Wealth Partners, based in Grand Rapids, MI.
Rockefeller Capital Management Welcomes Alexandra Lebenthal to Strategic Advisory
Rockefeller Capital Management (Rockefeller) today announced that Alexandra Lebenthal, a 39 -year veteran in financial services and industry leader, has joined the firm as a Managing Director and Senior Banker.
Rockefeller Global Family Office Welcomes Atlanta-Based Bridgeline Wealth Partners to its Private Wealth Platform
Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management, today announced the addition of Bridgeline Wealth Partners, a four-person team based in Atlanta, GA. The group joins from UBS and will report to Kristen Sario, Southeast Divisional Director of Rockefeller Global Family Office.
Rockefeller Global Family Office Adds Two Private Advisor Teams in Los Angeles and DC Metro Markets
Rockefeller Global Family Office (“Rockefeller”), the wealth management division of Rockefeller Capital Management, today announced the addition of two Private Advisor Teams – Shaffer Wealth Partners based in the DC Metro area and Willis Wealth Partners based in Los Angeles, CA.
Rockefeller Global Family Office Further Expands North Carolina Presence as Decision Point Wealth Partners Joins Firm
Rockefeller Global Family Office (“Rockefeller”), the wealth management division of Rockefeller Capital Management, today announced the addition of Decision Point Wealth Partners based in Wilmington, expanding the firm’s presence in North Carolina.
Rockefeller Capital Management Names Laurie Coben, Respected Leader in Investment Banking, as a Senior Banker for Energy and Power
Rockefeller Capital Management (Rockefeller) today announced that Laurie Coben, a respected industry leader in investment banking, has joined the firm as a Managing Director and Senior Banker.
Rockefeller Global Family Office Welcomes Angela Mwanza, Jordan Powell and Team, Further Expanding Firm’s New York Presence
Rockefeller Global Family Office (“Rockefeller”), the wealth management division of Rockefeller Capital Management, today announced that Angela Mwanza and Jordan Powell, two of the industry’s preeminent private wealth advisors, and their four-person team, Oryx Legacy Partners, have joined the firm.
Rockefeller Global Family Office Welcomes Three Private Advisor Teams, Increasing Presence in New York, Winter Park, and San Francisco
Rockefeller Global Family Office (“Rockefeller”), the wealth management division of Rockefeller Capital Management, today announced the addition of three Private Advisor teams – Hayes Wealth Partners, of New York, NY; Lien DeGrace Wealth Partners, of Winter Park, FL; and NPKD Wealth Partners, of San Francisco, CA.
IGM Financial, a Member of the Power Corporation Group of Companies, Making Long-Term Strategic Investment in Rockefeller Capital Management; Becomes Shareholder Alongside Majority Investor Viking Global Investors
Rockefeller Capital Management today announced a minority investment in the company by IGM Financial Inc. (“IGM Financial”), a member of the Power Corporation of Canada (“Power Corporation”) group of companies. Power Corporation is an international management and holding company that focuses on financial services in North America, Europe, and Asia. IGM Financial is acquiring an approximately 20.5 percent ownership stake in Rockefeller in exchange for an investment of US$622 million – a significant recognition of the growth and momentum of the independent financial advisory firm founded just five years ago. The transaction closed today.
Rockefeller Asset Management Releases Annual Sustainable Investing Report, Highlighting New Partnerships, Strategy Launches, and Five Trends for 2023
Rockefeller Asset Management (RAM), the asset management arm of Rockefeller Capital Management, today published its 2022 Sustainable Investing Annual Report, outlining progress in advancing partnerships and investment strategies across RAM’s platform, as well as key trends for investors to consider in the years ahead, in a market featuring geopolitical turbulence and a rise in anti-ESG sentiment.
Rockefeller Global Family Office Welcomes The Jones Connolly Pollock Group, of Winter Park, FL – Firm’s First Private Advisor Team in Greater Orlando Market
Rockefeller Capital Management today announced the addition of The Jones Connolly Pollock Group of Winter Park, FL, to its Rockefeller Global Family Office – the firm’s first private advisor team in the Greater Orlando market.
Rockefeller Capital Management Expands Presence in Texas, Welcomes First Austin-Based Private Advisor Team
Rockefeller Capital Management (“Rockefeller” or the “Firm”) today announced the addition of Ladage, Smith, Garcia Wealth Partners to its Rockefeller Global Family Office – the firm’s first private advisor team to be headquartered in Austin, Texas.
Rockefeller Capital Management Welcomes The Maxwell Group, of The Woodlands, TX, to its Rockefeller Global Family Office
Rockefeller Capital Management today announced that The Maxwell Group, an eight-member team based in The Woodlands, TX, Greater Houston Area, has joined the firm’s Rockefeller Global Family Office.
Rockefeller Asset Management Expands Team to Scale Existing Capabilities and Position Growth Centered on Strategic Partnerships
Rockefeller Asset Management (RAM), the asset management division of Rockefeller Capital Management, today announced three appointments aimed at maximizing investment performance for clients and the role of strategic partnerships in the growth of the division’s business.
Rockefeller Capital Management Welcomes the Mooney Stanley Group, of Pepper Pike, OH, to its Rockefeller Global Family Office – Expanding Presence in Midwest
Rockefeller Capital Management today welcomes the Mooney Stanley Group, a respected Ohio-based financial advisory team with more than 70 years of wealth management experience, to its Rockefeller Global Family Office. The addition expands the firm’s presence in the Midwest; the group will report to Brett Thelander, Midwest Divisional Director.
Eric Heaton, Respected Financial Services Industry Leader, Joins Rockefeller Capital Management as Head of Strategy
Rockefeller Capital Management today announced that Eric Heaton, a widely respected 30-year veteran of the financial services industry, has joined the firm as Managing Director and Head of Strategy. He will be a member of Rockefeller’s Management Committee, reporting to Gregory J. Fleming, President & CEO.
Rockefeller Capital Management Welcomes the Hassan Group to the Northeast Division of its Rockefeller Global Family Office
Rockefeller Capital Management today announced that The Hassan Group, a respected advisory team, had joined the firm’s Rockefeller Global Family Office. It will be part of Rockefeller’s Northeastern Division, headed by Michael Parker.
Four Investment Banking Leaders Join Rockefeller Capital Management’s Strategic Advisory Group to Further Serve Rockefeller Global Family Office Clients and Corporate Clients – “Part of Growth Strategy”
Rockefeller Capital Management today announced the addition of four respected investment banking professionals to its Strategic Advisory team, among them Stephen Valentino, former Global Co-Head of Financial Institutions at Deutsche Bank, who becomes Managing Director and Head of Financial Institutions at Rockefeller.
Rockefeller Capital Management Names Rose Lee, Respected Industry Leader in Strategic Investments, as Head of Investment Solutions
Rockefeller Capital Management today announced that Rose Lee, a respected industry leader with 20 years of experience in strategic investments, has joined the firm as Managing Director and Head of Investment Solutions. She will serve as a member of the firm’s Management Committee.
Rockefeller Capital Management Acquires Wealth Management Business of Spearhead Capital in Wellington, FL; Will Be Known as Bostwick Walters Group
Rockefeller Capital Management today said it has acquired the wealth management business of Spearhead Capital, a premier Florida boutique financial services firm providing a range of solutions to ultra-high net worth investors, family offices, and private placement markets.
Rockefeller Capital Management Welcomes The Mendoza Group of San Jose, CA, to its Rockefeller Global Family Office
Rockefeller Capital Management has announced that The Mendoza Group, a six-member team led by the respected father-son team of David and Matthew Mendoza, both Managing Directors and Private Wealth Advisors, has joined the firm’s Rockefeller Global Family Office (RGFO). Based in the Northern California’s Bay Area, the group is located in San Jose and becomes part of the Pacific Northwest Division, headed by Brian Riley.
Rockefeller Capital Management Welcomes Bay Area’s Young & Associates to its Rockefeller Global Family Office
Rockefeller Capital Management today announced that Cheryl Young, one of the Bay Area’s most prominent private wealth advisors, and her seven-member team, Young & Associates, have joined the firm’s Rockefeller Global Family Office, effective today.
Janette Caballero Jovic, Financial Services Marketing Veteran, to Join Rockefeller Capital Management as Chief Marketing Officer
Rockefeller Capital Management today announced the appointment of Janette Caballero Jovic, a financial services marketing veteran with over 20 years of experience, as Chief Marketing Officer, effective May 16, 2022. She will be responsible for the strategy and execution of all firm marketing programs, with a focus on supporting growth and business results. Reporting directly to Gregory J. Fleming, President & CEO, Jovic will join the firm’s Management Committee and be based at its headquarters at 45 Rockefeller Plaza in New York City.
Rockefeller Capital Management Welcomes Third Wealth Management Team in Connecticut As Growth Continues in Northeast Division
Rockefeller Capital Management, the integrated financial advisory firm, today announced that the Stamford-based Landmark Group has joined the Firm, expanding its presence in Connecticut.
Rockefeller Capital Management Adds Private Wealth Team in Denver Region
Rockefeller Capital Management, the integrated financial advisory firm, today announced that the Greenwood Village-based Hablutzel Group has joined the company, furthering its presence in Colorado.
Rockefeller Capital Management Names Ruchir Sharma, Leading Global Fund Manager and Market Commentator, as Chairman, Rockefeller International
Ruchir Sharma, the internationally respected fund manager and influential market commentator, will join Rockefeller Capital Management, President & CEO Gregory Fleming announced today. Effective Feb. 14, Sharma will become Managing Director and Chairman, Rockefeller International, a role in which he will serve as an advisor to the firm, a resource to its Global Family Office advisors and clients, and a global brand ambassador.
Rockefeller Capital Management: David Harris Named Chairman of Rockefeller Asset Management; Casey Clark to Succeed Harris as President & CIO
Rockefeller Capital Management today announced the appointment of Casey Clark as President and Chief Investment Officer of Rockefeller Asset Management (RAM). Clark succeeds David Harris, who will become Chairman of RAM while continuing as Senior Portfolio Manager with an exclusive focus on investing for clients.
Rockefeller Sustainable Investment Portfolios Launched by Rockefeller Capital Management – Aimed at Strong Returns with Positive Impact
Building on thirty years of the Rockefeller Family’s pioneering sustainable investing experience, Rockefeller Capital Management (RCM) today announced the launch of its new Sustainable Investment Portfolios for ultra-high-net-worth and high-net-worth individuals and families. The Portfolios seek to deliver uncompromised quality of returns, capitalize on long-term secular growth, and generate positive impact.
Rockefeller Capital Management Continues Growth of Private Wealth Business With Addition of the Atlantic Group
Rockefeller Capital Management (“Rockefeller” or the “Firm”) today announced the expansion of its Private Wealth Management platform with the addition of The Atlantic Group. The team, originally part of Scott & Stringfellow and most recently a part of BB&T Truist, will have offices in Palm Beach, Florida and Bethesda, Maryland, and will report to Michael Outlaw, Southeast Divisional Director, and National Field Director for the Rockefeller Global Family Office.
Rockefeller Capital Management Appoints Christopher Dupuy and Timothy O’Hara as Co-Heads of the Rockefeller Global Family Office
Rockefeller Capital Management (“Rockefeller” or the “Firm”) today announced the appointment of Christopher Dupuy and Timothy O’Hara as Co-Heads of the Rockefeller Global Family Office. Michael Outlaw was appointed to a newly created role as the National Field Director for the Rockefeller Global Family Office, reporting to the Co-Heads Dupuy and O’Hara. The Firm also announced it is hiring Mark Alexander as the Head of Technology and Operations. Christopher Randazzo, who currently serves as President of Private Wealth Management, is stepping away from his leadership role for personal reasons and will serve in the capacity of Special Advisor to Greg Fleming, President and CEO of Rockefeller Capital Management.
Rockefeller Capital Management to Open First International Office in London with the Formation of Rockefeller Asset Management International
Rockefeller Asset Management (RAM), a division of Rockefeller Capital Management, with a long track record of investing in global equities and ESG investing has announced the formation of Rockefeller Asset Management International, to expand its European market presence. The initial plans for expansion include opening an office in London, to better serve clients across the UK, Europe, and Asia.
Rockefeller Capital Management Expands Strategic Advisory Practice with the Addition of Jim Ratigan
Rockefeller Capital Management (“Rockefeller” or the “Firm”) today announced the appointment of Jim Ratigan as a Managing Director based in New York City. Ratigan will play a key role in growing the business by continuing his work as a leading strategic adviser to senior executives and Boards of Directors of private and public businesses as well as acting as adviser and counselor to family owned businesses.
Rockefeller Capital Management Expands Private Wealth Business into Boston, Welcomes Team of Five to Northeast Division
Rockefeller Capital Management (“Rockefeller” or the “Firm”) today announced the addition of Knowlton, Knowlton, & Larsen: the firm’s first private wealth team to be headquartered in Boston, Massachusetts.
Rockefeller Capital Management Appoints Derek Jeter to Board of Directors
Leading financial advisory firm Rockefeller Capital Management today announced the appointment of Miami Marlins CEO Derek Jeter to its Board of Directors, adding another highly regarded CEO to an already impressive group of respected industry leaders.
