Rockefeller Capital Management at Rockefeller & Co., Inc. - New York City, New York, US
Managing Director, Institutional Business Development at Rockefeller Asset Management
Senior Vice President, Head of Benefits, Payroll, and Client Human Capital Services
Executive Assistant to Chief Investment Officers & Asset Management Team
Rockefeller & Co., Inc. is a global asset management and investment advisory firm that provides investment management services and wealth advice to institutions, foundations and endowments, nonprofits, ultra-high net worth individuals, trusts and families. With responsibility for approximately $16.2 billion in client assets under advisement,* Rockefeller has grown from its roots as the Rockefeller family’s private investment office into a diversified global financial services firm. We are bottom-up investors who aim to find the most attractive opportunities for our clients, without geographic limits. Our diverse relationships span the globe. The company offers several areas of expertise including: asset management, investment advisory, family office services, alternative investments, trust company services, and wealth planning. Rockefeller’s investment strategies encompass equities, balanced, fixed income, alternatives and asset allocation. *As of June 30, 2017. This number includes net assets under management of approximately $10.9 billion plus approximately $5.3 billion in advisory assets. Advised assets represent non-managed assets that receive services, such as financial planning, administration and/or consulting for open architecture programs or other assignments, consolidated reporting, and accounting and tax return preparation services.