Rockefeller Capital Management

Highly Engaged Employees

Rockefeller Capital Management is an independent financial services firm founded in 2018, operating with 1,000-5,000 employees. The firm provides a comprehensive suite of services, including wealth management, asset management, investment advisory, trust and fiduciary services, and strategic investment banking. Through its primary divisions—Rockefeller Global Family Office, Rockefeller Asset Management, and Rockefeller Global Investment Banking—the firm delivers specialized financial solutions to high-net-worth individuals, family offices, institutions, and corporations. Meet Rockefeller Capital Management's team to understand the leadership driving these specialized divisions.

The firm maintains a robust operational footprint with 38 locations, providing strategic guidance across complex financial domains. Core competencies include mergers and acquisitions, capital markets advisory, portfolio construction, philanthropy, and estate planning. By leveraging a legacy spanning over a century, the firm integrates traditional financial expertise with modern, ESG-driven investment strategies. This approach ensures long-term value creation for a diverse client base, including foundations and institutional investors seeking sophisticated capital management solutions.

Rockefeller Capital Management focuses on delivering high-touch advisory services through its B2B and B2C channels. The firm’s commitment to responsible investing is reflected in its ESG-focused portfolio construction and strategic advisory services. With a significant presence in North America and Europe, the firm continues to expand its reach in the global financial services sector. By maintaining a focus on fiduciary responsibility and strategic growth, the firm remains a prominent player in the investment banking and asset management industries, consistently delivering tailored financial outcomes for its global clientele.