Joe Contreras

Associate Vice President - Senior Client Associate at Rockefeller Capital Management - New York, NY, US

Joe Contreras's Colleagues at Rockefeller Capital Management
Kevin Kramer

Private Wealth Advisor - Senior Vice President

Contact Kevin Kramer

Steve White

Managing Director, Private Wealth Advisor

Contact Steve White

Stan Young

Managing Director & SCA

Contact Stan Young

Michael Wallace

Founder, The Wallace Group

Contact Michael Wallace

Nicole Tang

Private Wealth Analyst

Contact Nicole Tang

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Joe Contreras's Contact Details
HQ
212-549-5100
Location
Beverly Hills, California, United States
Company
Rockefeller Capital Management
Joe Contreras's Company Details
Rockefeller Capital Management logo, Rockefeller Capital Management contact details

Rockefeller Capital Management

New York, NY, US • 1000 - 4999 Employees
Financial Services

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 $95 billion in client assets, as of December 31, 2021. As of January 31, 2021, we have 847 total employees in 3 4 locations across 21 states.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.

Asset Management Investment Management Investment Avisory Wealth Planning Family Office Services Trust Company Services Portfolio Tracking Technology Financial Services Financial Advisory Services Investment Banking Asset Management Finance
Details about Rockefeller Capital Management
Frequently Asked Questions about Joe Contreras
Joe Contreras currently works for Rockefeller Capital Management.
Joe Contreras's role at Rockefeller Capital Management is Associate Vice President - Senior Client Associate.
Joe Contreras's email address is ***@rockco.com. To view Joe Contreras's full email address, please signup to ConnectPlex.
Joe Contreras works in the Financial Services industry.
Joe Contreras's colleagues at Rockefeller Capital Management are Kevin Kramer, Steve White, Stan Young, Jeffrey Abell, Michael Wallace, Summer Macallister, Nicole Tang and others.
Joe Contreras's phone number is 212-549-5100
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