Wendy Ng-Lee

Executive Assistant to the President of Private Wealth Management at Rockefeller Capital Management - New York, NY, US

Wendy Ng-Lee's Colleagues at Rockefeller Capital Management
Hai Dang

Team Chief Operating Officer, Vice President

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Sue Badgley

Sr Client Relationship Manager - Associate Vice President

Contact Sue Badgley

Jannah Devine

SVP - Wealth Management

Contact Jannah Devine

Diane Wang

Operations Specialist

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Claudia Bookis

Vice President, Finacial Reporting Specialist

Contact Claudia Bookis

Jonathan Ferrell

VP, Fixed Income Portfolio Specialist

Contact Jonathan Ferrell

Stefen Kutzman

Client Associate, AVP - Merlin Wealth Management

Contact Stefen Kutzman

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Wendy Ng-Lee's Contact Details
HQ
212-549-5100
Location
Company
Rockefeller Capital Management
Wendy Ng-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 Wendy Ng-Lee
Wendy Ng-Lee currently works for Rockefeller Capital Management.
Wendy Ng-Lee's role at Rockefeller Capital Management is Executive Assistant to the President of Private Wealth Management.
Wendy Ng-Lee's email address is ***@rockco.com. To view Wendy Ng-Lee's full email address, please signup to ConnectPlex.
Wendy Ng-Lee works in the Financial Services industry.
Wendy Ng-Lee's colleagues at Rockefeller Capital Management are Hai Dang, Sue Badgley, Jannah Devine, Diane Wang, Claudia Bookis, Jonathan Ferrell, Stefen Kutzman and others.
Wendy Ng-Lee's phone number is 212-549-5100
See more information about Wendy Ng-Lee