Rockefeller Capital Management

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Rockefeller Capital Management is a leading independent financial services firm led by President & Chief Executive Officer Gregory J. Fleming, offering global family office, wealth management, asset management and strategic advisory services to ultra-high-net-worth individuals, families, institution... Read more

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Gregory J. Fleming
President & CEO

Gregory J. Fleming

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Ruchir Sharma
Chairman, Rockefeller International
David P. Harris
Chairman, Rockefeller Asset Management, Senior Portfolio Manager
Elizabeth P. Munson
Chairperson, Rockefeller Trust Companies
Christopher Dupuy
Co-President, Rockefeller Global Family Office
John Montgomery
President, Rockefeller Asset Management International
Casey C. Clark
President of Rockefeller Asset Management & Chief Investment Officer
Jack Ryan
Chief Operating Officer
Edmond N. Moriarty, III
CFO & Chief Risk Officer
Patricia Solfaro
Chief Compliance Officer
Brendan Welter
Chief Information Security Officer & Chief Data Officer
Janette Caballero Jovic
Chief Marketing Officer
Michael Gaab
Chief Human Capital Officer
Jenn Tsahalis
Chief of Staff, Technology & Operations
William Fenrich
General Counsel
Jim Ratigan
President, Strategic Advisory
Steve Valentino
Co-President, Rockefeller Strategic Advisory
Michael R. Armondo
MD, Divisional Director
Brian Riley
MD & Divisional Director
Brett Thelander
MD & Divisional Director
Kristen Sario
MD & Divisional Director
Jason Kotik
MD & Portfolio Manager
Grace Yoon
Head, Strategic Partnerships & Community Impact
Joseph D. Roberts
Head, Wealth Strategy
James M. Beale
Head, Capital Markets & Managed Solutions
Burt Mills
Head, Structured Solutions
Michael Brakey
Head, Strategic Client Solutions
Rose Lee
Head, Investment Solutions
Joseph Martella
Head, Technology Support & Services
Laura K. Esposito
Head, Enterprise Client Coverage Group
Eric Heaton
MD & Head of Strategy for Rockefeller Capital Management
Charlene Celona
Head of Advisor Performance & Compensation
Stephanie Carpon
Head of Total Rewards & HRIS
James Rajeshvincent
Head of Enterprise Architecture & Platforms
Alex Petrone
Director of Fixed Income
Jackie Klaber
Head, Alternative Investments