Travis Tidwell
Private Wealth Advisor, The Epperson Team at Rockefeller Capital Management at Rockefeller & Co., Inc. - New York City, New York, US
Travis Tidwell's Colleagues at Rockefeller & Co., Inc.
Justin Ryan
Managing Director – Private Wealth Advisor, The Ryan Epperson Group at Rockefeller Capital
Jennifer Szafnicki Sins
Associate Vice President, Private Wealth Management at Rockefeller Capital Management
Travis Tidwell's Contact Details
(212) 549-5100
Atlanta, Georgia, United States
Rockefeller & Co., Inc.
Travis Tidwell's Company Details
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.