Maxwell Oglevee

Private Wealth Advisor - Vice President at Rockefeller Capital Management - New York, NY, US

Maxwell Oglevee's Colleagues at Rockefeller Capital Management
Clifton Fink

Managing Director, Private Wealth Advisor

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Mia Overall

Director of Shareholder Engagement

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Rebecca Kavanagh

Senior Vice President, Integration and Execution

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Brennan Smith

Senior Vice President - Compliance

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Tenzin Lungtok

Financial Reporting Specialist

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Alison Schachter

Managing Director, Corporate Controller

Contact Alison Schachter

Evan Tsembelis

Vice President, Structured Products

Contact Evan Tsembelis

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Maxwell Oglevee's Contact Details
HQ
212-549-5100
Location
Orange County, California, United States
Company
Rockefeller Capital Management
Maxwell Oglevee'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 Maxwell Oglevee
Maxwell Oglevee currently works for Rockefeller Capital Management.
Maxwell Oglevee's role at Rockefeller Capital Management is Private Wealth Advisor - Vice President.
Maxwell Oglevee's email address is ***@rockco.com. To view Maxwell Oglevee's full email address, please signup to ConnectPlex.
Maxwell Oglevee works in the Financial Services industry.
Maxwell Oglevee's colleagues at Rockefeller Capital Management are Clifton Fink, Mia Overall, Rebecca Kavanagh, Brennan Smith, Tenzin Lungtok, Alison Schachter, Evan Tsembelis and others.
Maxwell Oglevee's phone number is 212-549-5100
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