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 comprehensive suite of services, encompassing wealth management, asset management, investment advisory, trust and fiduciary services, and strategic investment banking. Overseeing key divisions such as Rockefeller Global Family Office, Rockefeller Asset Management, and Rockefeller Global Investment Banking, the President & Chief Executive Officer ensures alignment with the firm's legacy and commitment to responsible investing. This leadership role involves driving long-term value creation for a diverse client base, including high net worth individuals, families, institutions, foundations, and corporations. Gregory Fleming champions the firm's dedication to ESG driven strategies, solidifying its market position and impact across North America.

Deby Barber, the Team Chief Operating Officer - Vice President at Rockefeller Capital Management, manages critical operational functions supporting client solutions and strategic initiatives. The Team Chief Operating Officer - Vice President ensures the efficient delivery of wealth management, asset management, and investment advisory services. Barber oversees the operational integration of trust and fiduciary services, enhancing the client experience across diverse segments. This leadership position involves optimizing internal processes and workflows to support the firm's growth and commitment to responsible investing. By focusing on operational excellence, Deby Barber contributes directly to the long-term value creation for clients and communities. The Team Chief Operating Officer - Vice President plays a key part in maintaining the high standards of Rockefeller Capital Management's service delivery.

Burt Mills, the Chief Operating Officer, Investment & Client Solutions & Head of Capital Markets at Rockefeller Capital Management, spearheads the operational framework for investment strategies and client engagement. Mills directs capital markets advisory services, including mergers and acquisitions, ensuring strategic execution and client success. The Chief Operating Officer, Investment & Client Solutions & Head of Capital Markets oversees the operational aspects of asset management and investment advisory, aligning them with market dynamics. This role is pivotal in driving efficiency and innovation within the firm's investment banking division. Burt Mills ensures that operational capabilities support the firm's commitment to responsible investing and ESG driven strategies. The Chief Operating Officer, Investment & Client Solutions & Head of Capital Markets enhances Rockefeller Capital Management's capacity for long-term value creation through robust investment solutions.

Katie Fanaroff, the Team Chief Operating Officer at Rockefeller Capital Management, drives operational efficiency across various client-facing divisions. The Team Chief Operating Officer oversees the seamless execution of wealth management and asset management services, ensuring client satisfaction and adherence to firm standards. Fanaroff focuses on optimizing internal operations to support strategic investment banking and advisory functions. This leadership position is crucial for enhancing the delivery of trust and fiduciary services, contributing to Rockefeller Capital Management's reputation for excellence. By streamlining processes, Katie Fanaroff supports the firm's commitment to responsible investing and ESG driven strategies. The Team Chief Operating Officer ensures operational agility, facilitating long-term value creation for clients and stakeholders.

Danielle Muller, the Team Chief Operating Officer - Senior Vice President at Rockefeller Capital Management, manages key operational aspects supporting the firm's diverse service offerings. The Team Chief Operating Officer - Senior Vice President ensures the efficient delivery of wealth management, asset management, and investment advisory services, focusing on client needs. Muller oversees operational workflows critical to trust and fiduciary services and strategic investment banking initiatives. This role is vital for maintaining high operational standards and supporting the firm's expansion. Danielle Muller contributes to Rockefeller Capital Management's commitment to responsible investing and ESG driven strategies by ensuring operational integrity. The Team Chief Operating Officer - Senior Vice President enhances the firm's capacity for sustained long-term value creation through effective operational management.

Kevin Valentino, the Vice President. Team Chief Operating Officer, Strategic Wealth Partners at Rockefeller Capital Management, directs operational excellence within the Strategic Wealth Partners division. The Vice President. Team Chief Operating Officer, Strategic Wealth Partners ensures the seamless delivery of wealth management and investment advisory services tailored to high net worth individuals and families. Valentino oversees the operational integration of trust and fiduciary services, enhancing client relationships and service continuity. This leadership position is critical for optimizing the client experience and supporting the division's strategic objectives. Kevin Valentino upholds Rockefeller Capital Management's commitment to responsible investing and ESG driven strategies through focused operational execution. The Vice President. Team Chief Operating Officer, Strategic Wealth Partners drives long-term value creation by ensuring superior service delivery.

Sanjeevan Iswara, the Deputy Chief Operating Officer & Managing Director at Rockefeller Capital Management, supports the firm's comprehensive operational strategy and execution. The Deputy Chief Operating Officer & Managing Director collaborates with leadership to enhance efficiency across wealth management, asset management, and investment banking divisions. Iswara plays a key role in optimizing workflows for trust and fiduciary services, ensuring alignment with client needs and regulatory requirements. This position is integral to driving operational improvements and supporting the firm's growth objectives. Sanjeevan Iswara contributes to Rockefeller Capital Management's focus on responsible investing and ESG driven strategies by ensuring operational integrity. The Deputy Chief Operating Officer & Managing Director facilitates long-term value creation through effective operational oversight and strategic support.

Charles Burke, the Head of The Family Office & Co- of The Center For Wealth Solutions Co-Chief Operating Officer at Rockefeller Capital Management, leads specialized services for ultra-high net worth families and their enterprises. Burke directs the operational framework for The Family Office and The Center For Wealth Solutions, ensuring comprehensive wealth management, estate planning, and philanthropic advisory. The Head of The Family Office & Co- of The Center For Wealth Solutions Co-Chief Operating Officer oversees the integration of trust and fiduciary services, providing holistic financial solutions. This leadership role is crucial for delivering bespoke strategies and maintaining client trust. Charles Burke ensures adherence to Rockefeller Capital Management's commitment to responsible investing and ESG driven strategies within these specialized divisions. The Head of The Family Office & Co- of The Center For Wealth Solutions Co-Chief Operating Officer drives long-term value creation through expert guidance and tailored service delivery.

David Harris, the Chief Information Officer at Rockefeller Capital Management, architects and executes the firm's technology strategy. The Chief Information Officer oversees all aspects of information systems, ensuring robust cybersecurity measures and efficient data management across the organization. Harris drives technological innovation to support the firm's comprehensive financial services, including wealth management, asset management, and investment banking. This role is critical in enhancing operational efficiency and client experience through advanced digital solutions. By managing the IT infrastructure, David Harris ensures seamless integration of services and supports the firm's commitment to responsible investing and ESG driven strategies. The Chief Information Officer's leadership ensures technological capabilities align with Rockefeller Capital Management's long-term value creation objectives.

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. The Chief Marketing Officer directs all marketing and communications strategies, enhancing brand visibility and client engagement across wealth management, asset management, and investment banking. Rosamino also leads talent acquisition and development initiatives, ensuring the firm attracts and retains top professionals. This dual role is essential for fostering a strong corporate culture and driving growth. Jillian Rosamino champions the firm's commitment to responsible investing and ESG driven strategies through targeted outreach. The Chief Marketing Officer and Chief Talent Officer significantly contributes to Rockefeller Capital Management's long-term value creation by building a robust brand and a skilled workforce.