Lance Williams's Colleagues at Rockefeller Capital Management
Jeff Anderson
Vice President - Private Wealth Advisor, Team Head of Wealth Planning
Lance Williams's Contact Details
212-549-5100
Olympia, Washington, United States
Rockefeller Capital Management
Lance Williams's Company Details
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.