Rockefeller Capital Management Executive and Leadership Team

Gregory Fleming, the President & Chief Executive Officer at Rockefeller Capital Management, directs the firm's overall strategic vision and operational execution. Overseeing all key divisions, including Rockefeller Global Family Office, Rockefeller Asset Management, and Rockefeller Global Investment Banking, Fleming ensures cohesive service delivery across wealth management, asset management, and investment advisory. This leadership role involves guiding the company's expansion into new markets and enhancing its comprehensive suite of services, which includes trust and fiduciary services. By championing responsible investing and ESG-driven strategies, Gregory Fleming cultivates long-term value creation for a diverse client base of high net worth individuals, families, institutions, foundations, and corporations. The President & Chief Executive Officer's mandate extends to fostering innovation in areas like mergers and acquisitions, capital markets advisory, and estate planning, solidifying the firm's market position.

Jeanna Lui, the Head Chief Financial Officer & Private Family Office Senior Advisor at Rockefeller Capital Management, manages the firm's financial health and strategic fiscal planning. Overseeing all financial operations, Lui ensures robust capital allocation and drives profitability across the company's diverse service offerings, including wealth management and asset management. This critical role involves developing and implementing financial strategies that support the firm's growth objectives and commitment to long-term value creation. As Senior Advisor to the Private Family Office, Jeanna Lui provides expert guidance on complex financial matters, estate planning, and philanthropic endeavors for high net worth clients. Lui's financial acumen is essential for navigating market dynamics and maintaining the firm's strong financial foundation, directly impacting its ability to deliver comprehensive investment advisory and strategic investment banking services.

Jackson Mahorney, the Team Chief Operating Officer at Rockefeller Capital Management, drives operational efficiency and service excellence across designated teams. Mahorney oversees the seamless execution of daily operations, ensuring alignment with the firm's strategic goals in wealth management, asset management, and investment banking. This leadership position involves optimizing internal processes, enhancing client service delivery, and managing resources effectively to support the firm's comprehensive suite of financial services. By focusing on operational improvements, Jackson Mahorney contributes directly to the firm's ability to provide strategic guidance in areas such as mergers and acquisitions and capital markets advisory. The Team Chief Operating Officer's role is vital for maintaining the high standards of service expected by Rockefeller Capital Management's diverse client base, including high net worth individuals and institutions.

Kevin Valentino, the Vice President. Team Chief Operating Officer, Strategic Wealth Partners at Rockefeller Capital Management, spearheads operational strategies for the Strategic Wealth Partners division. Valentino directs the day-to-day management and efficiency of this key segment, ensuring seamless delivery of wealth management and investment advisory services. This role involves optimizing operational workflows, managing team resources, and implementing best practices to enhance client satisfaction and support the firm's broader objectives. By focusing on operational excellence within Strategic Wealth Partners, Kevin Valentino directly contributes to the firm's capacity to offer tailored solutions in portfolio construction and estate planning. The Vice President. Team Chief Operating Officer's dedication to operational integrity is crucial for maintaining Rockefeller Capital Management's reputation for delivering exceptional financial guidance.

Kristin Fletcher, the Team Chief Operating Officer and Senior Vice President at Rockefeller Capital Management, manages critical operational functions and provides senior-level oversight. Fletcher ensures the efficient execution of services within her purview, supporting the firm's extensive offerings in wealth management, asset management, and investment advisory. This dual role involves driving operational improvements while also contributing strategic insights as a Senior Vice President. Kristin Fletcher's focus on operational effectiveness is key to enhancing client experiences and supporting the firm's commitment to long-term value creation. By streamlining processes and managing resources, Fletcher plays an integral part in the firm's ability to deliver expert guidance on complex financial matters, including trust and fiduciary services and strategic investment banking.

Katie Fanaroff, the Team Chief Operating Officer at Rockefeller Capital Management, drives operational excellence and strategic execution within her designated teams. Fanaroff oversees the implementation of efficient operational frameworks, ensuring the seamless delivery of wealth management, asset management, and investment advisory services. This leadership position focuses on optimizing internal processes and resource allocation to support the firm's comprehensive financial solutions. By enhancing operational capabilities, Katie Fanaroff directly contributes to Rockefeller Capital Management's ability to provide strategic guidance in areas such as portfolio construction and capital markets advisory. The Team Chief Operating Officer's commitment to operational integrity is fundamental to maintaining the firm's high standards and fostering client trust across its diverse service lines.

Jillian Propst, the Team Chief Operating Officer- Vice President at Rockefeller Capital Management, manages operational execution and strategic implementation within her assigned teams. Propst ensures the efficient delivery of services related to wealth management, asset management, and investment advisory, overseeing daily operations and resource allocation. This role involves driving operational improvements and supporting the firm's commitment to providing comprehensive financial solutions. By focusing on operational excellence, Jillian Propst contributes to the firm's ability to offer expert guidance in areas such as portfolio construction and fiduciary services. The Team Chief Operating Officer- Vice President's dedication to operational integrity is essential for maintaining Rockefeller Capital Management's reputation for reliability and client-focused service delivery.

Charles Burke, the Head of The Family Office & Co- of The Center For Wealth Solutions Co-Chief Operating Officer at Rockefeller Capital Management, leads critical aspects of family office services and wealth solutions. Burke directs the strategic operations for The Family Office and co-manages The Center For Wealth Solutions, ensuring integrated service delivery for high net worth individuals and families. This leadership position involves overseeing wealth management, estate planning, and philanthropic advisory services, aligning them with the firm's broader objectives. By focusing on specialized family office functions, Charles Burke enhances the firm's capacity to provide tailored financial guidance and long-term value creation. The Head of The Family Office & Co- of The Center For Wealth Solutions Co-Chief Operating Officer's expertise is vital for managing complex client needs and reinforcing Rockefeller Capital Management's commitment to comprehensive financial stewardship.

Jillian Rosamino, the Managing Director, Chief Marketing Officer and Chief Talent Officer at Rockefeller Capital Management, shapes the firm's brand identity and cultivates its human capital. Rosamino directs all marketing initiatives, ensuring consistent messaging across wealth management, asset management, and investment banking services, while simultaneously overseeing talent acquisition, development, and retention strategies. This multifaceted role is crucial for attracting and retaining top talent and for communicating the firm's value proposition to a diverse client base. By aligning marketing efforts with talent development, Jillian Rosamino enhances the firm's market presence and its capacity to deliver exceptional client service. The Managing Director, Chief Marketing Officer and Chief Talent Officer's strategic vision is instrumental in fostering a strong corporate culture and driving growth through effective brand positioning and employee engagement.

Jennifer Tsahalis, the Managing Director, Chief of Staff for Technology and Operations at Rockefeller Capital Management, provides strategic leadership at the intersection of technology and operational execution. Tsahalis oversees the integration of technological advancements into the firm's operational frameworks, ensuring efficiency and innovation across wealth management, asset management, and investment banking divisions. This role involves coordinating technology initiatives with operational requirements, driving process improvements, and supporting the firm's overall strategic objectives. By bridging technology and operations, Jennifer Tsahalis enhances the firm's capacity to deliver sophisticated financial services and maintain a competitive edge. The Managing Director, Chief of Staff for Technology and Operations's expertise is vital for optimizing the firm's technological infrastructure and ensuring robust operational support for all client-facing activities.