Leadership Overview
Rockefeller Capital Management has 10 executives leading key functions including strategy, asset management, investment banking, operations, technology, and marketing.
Dedicated to long-term value creation, Rockefeller Capital Management provides comprehensive financial services through a commitment to responsible investing and strategic guidance for high net worth individuals and institutions.
Dedicated to long-term value creation, Rockefeller Capital Management provides comprehensive financial services through a commitment to responsible investing and strategic guidance for high net worth individuals and institutions.
Leadership Roles at Rockefeller Capital Management
Gregory Fleming - President & Chief Executive Officer
Gregory Fleming, the President & Chief Executive Officer at Rockefeller Capital Management, directs the firm's overarching strategic vision and growth initiatives. Overseeing the integration of wealth management, asset management, and investment banking, the President & Chief Executive Officer ensures alignment across all global divisions. This leadership role involves driving expansion within North American markets while maintaining the firm's commitment to fiduciary excellence. By fostering a culture of responsible investing, Gregory Fleming directly impacts the long-term financial outcomes for high net worth families and institutional clients. The President & Chief Executive Officer coordinates with the board to refine capital allocation strategies and enhance the firm's competitive position. Ultimately, Fleming secures the firm's legacy by prioritizing sustainable value creation and client-centric service models that address complex estate planning and philanthropic needs across the diverse client base.
Margaret Kaiser - Executive Vice President & Chief Operating Officer
Margaret Kaiser, the Executive Vice President & Chief Operating Officer at Rockefeller Capital Management, directs the firm's internal operations and organizational efficiency. Overseeing the execution of business processes across all divisions, the Executive Vice President & Chief Operating Officer ensures that the firm maintains operational excellence while scaling its service offerings. This leadership role involves managing cross-functional teams to streamline workflows and enhance productivity. By optimizing resource allocation, Margaret Kaiser directly impacts the firm's ability to deliver high-quality wealth and asset management services. The Executive Vice President & Chief Operating Officer collaborates with the CEO to implement strategic initiatives that support long-term growth. Through the oversight of administrative and operational functions, Kaiser drives the firm's commitment to excellence and client satisfaction. Ultimately, the Executive Vice President & Chief Operating Officer secures the firm's operational foundation by fostering a culture of accountability and continuous improvement.
Jack Browne - Team Chief Operating Officer & Vice President
Jack Browne, the Team Chief Operating Officer & Vice President at Rockefeller Capital Management, directs the operational logistics for specific wealth management teams. Overseeing the day-to-day execution of client service protocols, the Team Chief Operating Officer & Vice President ensures that all team activities align with the firm's high standards for fiduciary care. This leadership role involves managing internal workflows to enhance the efficiency of portfolio management and client reporting. By coordinating with support staff and advisors, Jack Browne directly impacts the quality of service delivered to high net worth families. The Team Chief Operating Officer & Vice President collaborates with the broader operations division to implement best practices that improve team performance. Through the management of daily operations, Browne drives the firm's commitment to operational excellence and client satisfaction. Ultimately, the Team Chief Operating Officer & Vice President secures the firm's reputation by ensuring that every client interaction is seamless, accurate, and professional.
Rebecca Kavanagh - Chief Operating Officer, The Center of Wealth Solutions
Rebecca Kavanagh, the Chief Operating Officer, The Center of Wealth Solutions at Rockefeller Capital Management, directs the operational infrastructure for the firm's specialized wealth advisory division. Overseeing the delivery of comprehensive wealth solutions, the Chief Operating Officer, The Center of Wealth Solutions ensures that all advisory services meet the complex needs of high net worth clients. This leadership role involves managing the integration of estate planning, philanthropy, and investment advisory services into a unified client experience. By optimizing the operational delivery of these solutions, Rebecca Kavanagh directly impacts the firm's ability to provide holistic financial guidance. The Chief Operating Officer, The Center of Wealth Solutions collaborates with the broader wealth management team to refine service models and enhance client outcomes. Through the management of specialized operational processes, Kavanagh drives the firm's commitment to excellence in wealth management. Ultimately, the Chief Operating Officer, The Center of Wealth Solutions secures the firm's competitive advantage by delivering tailored, high-impact financial solutions that address the unique requirements of affluent families.
David Harris - Chief Information Officer
David Harris, the Chief Information Officer at Rockefeller Capital Management, architects the firm's digital infrastructure and cybersecurity frameworks. Overseeing the integration of advanced financial technology, the Chief Information Officer ensures that all platforms support the firm's wealth and asset management operations. This leadership role involves driving digital transformation initiatives that enhance data security and operational efficiency across all divisions. By implementing scalable cloud solutions, David Harris directly impacts the firm's ability to provide seamless service to high net worth clients. The Chief Information Officer coordinates with the executive team to align technology investments with the firm's long-term growth objectives. Through the management of complex IT systems, Harris drives innovation in portfolio reporting and client communication tools. Ultimately, the Chief Information Officer secures the firm's digital perimeter while enabling the agility required to compete in a rapidly evolving financial services landscape.
Jillian (Jill) Rosamino - Managing Director & Chief Marketing Officer
Jillian (Jill) Rosamino, the Managing Director & Chief Marketing Officer at Rockefeller Capital Management, directs the firm's brand strategy and market positioning. Overseeing all communications and client engagement initiatives, the Managing Director & Chief Marketing Officer ensures that the firm's value proposition resonates with high net worth individuals and institutional investors. This leadership role involves driving brand awareness through targeted campaigns that highlight the firm's commitment to responsible investing and ESG strategies. By leveraging data-driven insights, Jillian (Jill) Rosamino directly impacts the firm's ability to attract and retain a diverse client base. The Managing Director & Chief Marketing Officer collaborates with the leadership team to align marketing efforts with the firm's broader growth objectives. Through the development of compelling content and digital presence, Rosamino drives the firm's reputation as a leader in financial services. Ultimately, the Managing Director & Chief Marketing Officer secures the firm's market influence by articulating its unique legacy and commitment to excellence.
Stephanie Carpon - Managing Director, Head of Total Rewards and Chief of Staff, CAO
Stephanie Carpon, the Managing Director, Head of Total Rewards and Chief of Staff, CAO at Rockefeller Capital Management, directs the firm's human capital strategy and executive office operations. Overseeing compensation structures and talent retention programs, the Managing Director, Head of Total Rewards and Chief of Staff, CAO ensures that the firm attracts and retains top-tier financial professionals. This leadership role involves managing the strategic priorities of the Chief Administrative Officer's office to ensure organizational alignment. By designing competitive reward frameworks, Stephanie Carpon directly impacts the firm's ability to maintain a high-performance culture. The Managing Director, Head of Total Rewards and Chief of Staff, CAO collaborates with the executive team to streamline internal communications and decision-making processes. Through the oversight of total rewards, Carpon drives the firm's commitment to employee engagement and professional development. Ultimately, the Managing Director, Head of Total Rewards and Chief of Staff, CAO secures the firm's organizational health by fostering a supportive and high-achieving work environment.
Robert Perlman - Managing Director
Robert Perlman, the Managing Director at Rockefeller Capital Management, architects sophisticated investment advisory frameworks for institutional clients. Overseeing portfolio construction and asset allocation, the Managing Director ensures that investment strategies remain consistent with the firm's rigorous ESG standards. This leadership role involves navigating complex capital markets to identify growth opportunities for foundations and corporations. By leveraging deep industry expertise, Robert Perlman directly impacts the firm's ability to deliver consistent, risk-adjusted returns. The Managing Director collaborates with the Rockefeller Asset Management division to refine investment methodologies and enhance product offerings. Through the application of advanced financial modeling, Perlman drives the development of bespoke solutions that address the unique requirements of large-scale portfolios. Ultimately, the Managing Director strengthens the firm's market presence by providing actionable insights that support long-term capital appreciation and institutional stability.
Kevin Kurtz - Managing Director
Kevin Kurtz, the Managing Director at Rockefeller Capital Management, directs strategic investment banking initiatives for corporate clients. Overseeing mergers and acquisitions advisory, the Managing Director ensures that clients receive comprehensive guidance throughout complex transaction lifecycles. This leadership role involves managing capital markets activities to facilitate growth and liquidity for diverse corporate entities. By optimizing deal structures, Kevin Kurtz directly impacts the firm's reputation as a premier advisor in the financial services sector. The Managing Director coordinates with the Rockefeller Global Investment Banking division to align transaction strategies with broader market trends. Through the execution of high-stakes financial mandates, Kurtz drives value for stakeholders and enhances the firm's competitive standing. Ultimately, the Managing Director secures long-term client relationships by delivering precise, data-driven advice that addresses the evolving needs of modern corporations in a dynamic global economy.
Jean Gannon - Managing Director
Jean Gannon, the Managing Director at Rockefeller Capital Management, oversees trust and fiduciary services for high net worth families. Managing complex estate planning requirements, the Managing Director ensures that all fiduciary obligations align with the firm's long-standing commitment to client stewardship. This leadership role involves designing comprehensive wealth transfer strategies that preserve capital across generations. By integrating philanthropic goals into broader financial plans, Jean Gannon directly impacts the legacy and community influence of the firm's clients. The Managing Director collaborates with the Rockefeller Global Family Office to provide holistic guidance on tax efficiency and asset protection. Through the application of deep technical knowledge, Gannon drives the implementation of robust trust structures that mitigate risk and ensure compliance. Ultimately, the Managing Director strengthens the firm's position as a trusted advisor by delivering personalized, high-touch service that addresses the multifaceted needs of affluent families.
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