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 major 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 firm's expansion into new markets and enhancing its comprehensive suite of services, which includes trust and fiduciary services. Fleming's strategic direction supports the firm's commitment to responsible investing and ESG-driven strategies, directly impacting long-term value creation for a diverse client base of high net worth individuals, families, institutions, foundations, and corporations. Gregory Fleming drives the firm's market impact by fostering innovation and maintaining the highest standards of client service and fiduciary duty across all operations.

Jimmy Hang, the Chief Financial Officer at Rockefeller Capital Management, manages the firm's financial health and strategic fiscal planning. This role involves overseeing all financial operations, including accounting, budgeting, forecasting, and financial reporting, ensuring robust fiscal discipline across the organization. Hang's responsibilities extend to managing capital allocation, optimizing financial performance, and supporting strategic growth initiatives through sound financial management. The Chief Financial Officer plays a critical part in maintaining the firm's financial stability and driving profitability, aligning fiscal strategies with the company's overarching mission of delivering comprehensive financial services. Jimmy Hang ensures that financial resources are effectively deployed to support wealth management, asset management, and investment banking operations, contributing directly to the firm's commitment to long-term value creation and responsible investing.

Allison Schachter, the Managing Director, Chief Financial Officer at Rockefeller Capital Management, oversees the financial operations and strategic fiscal planning for key divisions. This role involves managing budgets, financial reporting, and capital management to ensure the financial integrity and profitability of the firm's operations. Schachter's responsibilities include developing financial models, analyzing investment opportunities, and supporting strategic decision-making to drive sustainable growth. The Managing Director, Chief Financial Officer plays a crucial part in aligning financial strategies with the company's mission of delivering comprehensive financial services. Allison Schachter's financial acumen supports the firm's expansion in areas such as mergers and acquisitions and capital markets advisory, reinforcing its commitment to long-term value creation.

Susan Krimigis, the Chief Operating Officer, Moon Wealth Partners at Rockefeller Capital Management, directs operational efficiency and strategic execution within the Moon Wealth Partners division. This position involves optimizing workflows, managing resources, and implementing best practices to enhance service delivery for high net worth individuals and families. Krimigis ensures seamless integration of operational strategies with the broader firm's objectives, focusing on client satisfaction and fiduciary responsibility. The Chief Operating Officer, Moon Wealth Partners oversees the day-to-day management of operations, driving initiatives that support growth and client retention. Susan Krimigis's leadership ensures that Moon Wealth Partners effectively delivers comprehensive wealth management solutions, including portfolio construction, philanthropy, and estate planning, aligning with Rockefeller Capital Management's legacy and commitment to long-term value.

Margaret Hawk, the Vice President, Team Chief Operating Officer at Rockefeller Capital Management, manages operational execution and team efficiency within designated business units. This role focuses on streamlining processes, optimizing resource allocation, and ensuring the effective delivery of services to clients. Hawk's responsibilities include implementing operational improvements that enhance productivity and client satisfaction, directly supporting the firm's wealth management and advisory functions. The Vice President, Team Chief Operating Officer ensures adherence to operational standards and contributes to the overall strategic goals of the firm. Margaret Hawk's operational leadership supports the firm's commitment to providing a comprehensive suite of financial services, fostering long-term client relationships and value.

Katie Fanaroff, the Team Chief Operating Officer at Rockefeller Capital Management, drives operational excellence and strategic implementation for specific teams within the organization. This position involves enhancing operational workflows, managing team resources, and ensuring the seamless execution of client-focused initiatives. Fanaroff's responsibilities include identifying opportunities for process improvement and implementing solutions that boost efficiency and service quality. The Team Chief Operating Officer plays a vital role in supporting the firm's diverse service offerings, including wealth management and investment advisory. Katie Fanaroff's operational leadership ensures that teams function effectively, contributing to the firm's reputation for delivering comprehensive financial solutions and fostering client trust.

Rebecca Kavanagh, the Chief Operating Officer, The Center of Wealth Solutions at Rockefeller Capital Management, directs operational strategies and execution for the firm's wealth solutions division. This role involves optimizing service delivery, managing operational risks, and ensuring the efficient functioning of all aspects related to wealth management and fiduciary services. Kavanagh's responsibilities include implementing best practices that enhance client experience and support the firm's fiduciary duties. The Chief Operating Officer, The Center of Wealth Solutions ensures that operational frameworks align with the firm's commitment to providing comprehensive financial guidance. Rebecca Kavanagh's leadership strengthens The Center of Wealth Solutions' capacity to deliver tailored strategies for portfolio construction, philanthropy, and estate planning.

Charles Burke, the Head of The Family Office & Co- of The Center For Wealth Solutions Co-Chief Operating Officer at Rockefeller Capital Management, leads the strategic direction and operational oversight for the firm's family office services and contributes to the operational management of The Center for Wealth Solutions. This multifaceted role involves guiding comprehensive wealth management strategies, including portfolio construction, philanthropy, and estate planning, for high net worth families and family offices. Burke's responsibilities extend to ensuring the seamless integration of services and optimizing operational efficiency within these key divisions. The Head of The Family Office & Co- of The Center For Wealth Solutions Co-Chief Operating Officer drives client success through expert financial guidance and robust operational support. Charles Burke's leadership enhances the firm's ability to provide bespoke solutions and maintain its legacy of trust and service.

Jack Browne, the Team Chief Operating Officer & Vice President at Rockefeller Capital Management, manages operational execution and team leadership within designated business units. This position focuses on enhancing operational efficiency, implementing strategic initiatives, and ensuring the effective delivery of financial services to clients. Browne's responsibilities include overseeing team performance, optimizing workflows, and contributing to the firm's overall operational excellence. The Team Chief Operating Officer & Vice President plays a key role in supporting the firm's comprehensive suite of services, including wealth management and investment advisory. Jack Browne's operational leadership ensures that teams function effectively, driving client satisfaction and supporting the firm's commitment to long-term value creation.

Joan Park, the Investment Strategy Specialist & Assistant VP, Office of & Global Chief Information Officer, Rockefeller Investment Management at Rockefeller Capital Management, spearheads investment strategy development and oversees global information technology infrastructure. This dual role requires a deep understanding of market dynamics and technological advancements to drive innovation in investment solutions and ensure robust IT operations. Park's responsibilities include crafting sophisticated investment strategies, managing portfolio construction, and guiding the firm's technological roadmap to support Rockefeller Investment Management's objectives. The Investment Strategy Specialist & Assistant VP, Office of & Global Chief Information Officer ensures that technology enhances investment performance and client service delivery. Joan Park's expertise supports the firm's commitment to ESG-driven strategies and long-term value creation across its asset management and advisory services.