Sally Lee

Vice President - Operations Director at Rockefeller Capital Management - New York, NY, US

Sally Lee's Colleagues at Rockefeller Capital Management
Ryan McDonald

Vice President, Divisional Business Director

Contact Ryan McDonald

Xiaotian Wang

Private Wealth Management Analyst

Contact Xiaotian Wang

Mia Erickson

Managing Director, Senior Client Advisor

Contact Mia Erickson

Brian Henderson

Managing Director, Senior Client Advisor

Contact Brian Henderson

Lisa Olson

Sr. Relationship Manager

Contact Lisa Olson

Clayton Balko

Private Wealth Advisor - Vice President

Contact Clayton Balko

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Sally Lee's Contact Details
HQ
212-549-5100
Location
Atlanta Metropolitan Area
Company
Rockefeller Capital Management
Sally Lee'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 Sally Lee
Sally Lee currently works for Rockefeller Capital Management.
Sally Lee's role at Rockefeller Capital Management is Vice President - Operations Director.
Sally Lee's email address is ***@rockco.com. To view Sally Lee's full email address, please signup to ConnectPlex.
Sally Lee works in the Financial Services industry.
Sally Lee's colleagues at Rockefeller Capital Management are Ryan McDonald, Taylor Patrone, Xiaotian Wang, Mia Erickson, Brian Henderson, Lisa Olson, Clayton Balko and others.
Sally Lee's phone number is 212-549-5100
See more information about Sally Lee