Richard Bergman

Private Wealth Advisor, Managing Director at Rockefeller Capital Management - New York, NY, US

Richard Bergman's Colleagues at Rockefeller Capital Management
Heather Moss

Policy, Training, and Compliance Governance Lead

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Chris Chao

Head of Risk Management

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Mia Erickson

Managing Director, Senior Client Advisor

Contact Mia Erickson

Victoria Fanning

Financial Planning Analyst

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Taylor Morrissey

Recruiter - Associate Vice President

Contact Taylor Morrissey

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Richard Bergman's Contact Details
HQ
212-549-5100
Location
Chicago,Illinois,United States
Company
Rockefeller Capital Management
Richard Bergman'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 Richard Bergman
Richard Bergman currently works for Rockefeller Capital Management.
Richard Bergman's role at Rockefeller Capital Management is Private Wealth Advisor, Managing Director.
Richard Bergman's email address is ***@rockco.com. To view Richard Bergman's full email address, please signup to ConnectPlex.
Richard Bergman works in the Financial Services industry.
Richard Bergman's colleagues at Rockefeller Capital Management are Alexandra Idol, Pedro Marti, Heather Moss, Chris Chao, Mia Erickson, Victoria Fanning, Taylor Morrissey and others.
Richard Bergman's phone number is 212-549-5100
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