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. Fleming guides the company's comprehensive suite of services, encompassing wealth management, asset management, and investment banking, ensuring alignment with the firm's century-long legacy. This leadership role involves driving growth across key divisions like Rockefeller Global Family Office and Rockefeller Asset Management, serving high net worth individuals, families, and institutions. Fleming's oversight extends to fostering responsible investing principles and ESG-driven strategies, directly impacting long-term value creation for clients and communities. The President & Chief Executive Officer ensures robust client relationships and market positioning, maintaining Rockefeller Capital Management's commitment to excellence in financial services across North America and globally. Gregory Fleming's strategic direction solidifies the firm's market leadership and commitment to client success.

Allison Schachter, the Managing Director, Chief Financial Officer at Rockefeller Capital Management, directs the firm's financial strategy and fiscal operations. This leadership role involves overseeing all aspects of financial planning, accounting, reporting, and capital management to ensure the firm's sustained financial health and growth. Allison Schachter plays a pivotal part in managing the firm's resources, driving profitability, and supporting strategic investments across wealth management, asset management, and investment banking divisions. The Managing Director, Chief Financial Officer ensures compliance with financial regulations and implements robust internal controls. This position is essential for maintaining investor confidence and supporting Rockefeller Capital Management's commitment to long-term value creation and responsible financial stewardship across its global operations.

Amber D, the Chief Operating Officer, Merlin Wealth Management at Rockefeller Capital Management, executes operational strategies for the wealth management division. This role focuses on optimizing the delivery of services to high net worth individuals and families, ensuring seamless integration of trust and fiduciary services with investment advisory. Amber D oversees the day-to-day operations, driving efficiency and client satisfaction within the Merlin Wealth Management segment. The Chief Operating Officer, Merlin Wealth Management ensures that operational frameworks support the firm's commitment to responsible investing and ESG-driven strategies. This leadership position involves close collaboration with other operational leaders to maintain high standards of service delivery and operational integrity across the broader Rockefeller Capital Management organization. Amber D's focus on operational excellence directly contributes to the sustained growth and client retention within the wealth management sector.

Sanjeevan Iswara, the Deputy Chief Operating Officer & Managing Director at Rockefeller Capital Management, supports the firm's extensive operational framework and strategic initiatives. This position involves managing critical operational processes and contributing to the strategic direction of Rockefeller Capital Management's diverse service offerings, including asset management and investment advisory. Sanjeevan Iswara plays a key part in ensuring operational efficiency and scalability across various departments, supporting the firm's commitment to long-term value creation. The Deputy Chief Operating Officer & Managing Director works closely with the Chief Operating Officer to implement best practices and drive innovation in operational delivery. This role is essential for maintaining the high standards of service expected by institutional clients and family offices, reinforcing Rockefeller Capital Management's reputation for excellence in financial services across the United States.

Katie Fanaroff, the Team Chief Operating Officer at Rockefeller Capital Management, directs operational execution for specific client-focused teams. This role ensures the seamless delivery of wealth management and investment advisory services, aligning operational processes with client needs and firm-wide strategic objectives. Katie Fanaroff oversees the efficient functioning of daily operations, contributing to client satisfaction and retention. The Team Chief Operating Officer focuses on optimizing workflows and resource allocation to support the firm's commitment to responsible investing and ESG-driven strategies. This leadership position is integral to maintaining the high standards of service and operational integrity that define Rockefeller Capital Management, particularly within its client advisory functions across the United States.

Ekaterina Slepkova, the Team Chief Operating Officer-Associate at Rockefeller Capital Management, supports the operational management of designated client teams. This role focuses on executing operational strategies that enhance the delivery of wealth management and asset management services, ensuring alignment with client expectations and firm-wide policies. Ekaterina Slepkova contributes to the efficiency and effectiveness of daily operations, supporting the firm's commitment to long-term value creation. The Team Chief Operating Officer-Associate works collaboratively with senior operational leaders to implement process improvements and maintain high service standards. This position is crucial for ensuring the smooth functioning of client-facing operations and reinforcing Rockefeller Capital Management's dedication to client success and operational excellence.

Ashley McCarthy, the Chief Operating Officer & Counsel at Rockefeller Capital Management, integrates legal and operational oversight to ensure robust governance and efficient business practices. This dual role focuses on managing the firm's operational framework while providing critical legal counsel to support strategic initiatives across wealth management, asset management, and investment banking. Ashley McCarthy ensures that all operational activities comply with relevant legal and regulatory requirements, mitigating risk and fostering a secure operating environment. The Chief Operating Officer & Counsel collaborates with executive leadership to implement policies that uphold the firm's commitment to responsible investing and long-term value creation. This position is vital for maintaining operational integrity and legal compliance across Rockefeller Capital Management's diverse service offerings.

Rebecca Kavanagh, the Chief Operating Officer, The Center of Wealth Solutions at Rockefeller Capital Management, leads the operational strategy for specialized wealth solutions. This role focuses on optimizing the delivery of integrated services, including trust, fiduciary, and estate planning, to high net worth individuals and families. Rebecca Kavanagh ensures operational efficiency and service excellence within The Center of Wealth Solutions, directly supporting client objectives and the firm's overall mission. The Chief Operating Officer, The Center of Wealth Solutions drives process improvements and manages resources to enhance client experience and retention. This leadership position is crucial for maintaining Rockefeller Capital Management's reputation for providing comprehensive and sophisticated wealth management services across the United States.

Margaret Hawk, the Vice President, Team Chief Operating Officer at Rockefeller Capital Management, manages operational execution for specific client service teams. This role ensures the efficient delivery of wealth management and investment advisory services, aligning operational processes with client needs and the firm's strategic goals. Margaret Hawk oversees daily operations, contributing to client satisfaction and the effective functioning of advisory teams. The Vice President, Team Chief Operating Officer focuses on optimizing workflows and resource allocation to support Rockefeller Capital Management's commitment to responsible investing and long-term value creation. This leadership position is integral to maintaining high service standards and operational integrity within the firm's client-facing divisions.

Jennifer Tsahalis, the Managing Director, Chief of Staff for Technology and Operations at Rockefeller Capital Management, spearheads the strategic alignment of technology and operational functions. This critical role ensures that technological advancements directly support and enhance the firm's comprehensive financial services, including wealth management and investment banking. Jennifer Tsahalis oversees the integration of innovative solutions that drive efficiency and client service excellence across all divisions. The Managing Director, Chief of Staff for Technology and Operations collaborates closely with executive leadership to translate business objectives into actionable technology and operational plans. This leadership position is vital for maintaining Rockefeller Capital Management's competitive edge through robust technological infrastructure and streamlined operational processes, supporting long-term value creation and client success in the financial services sector.