Leadership Overview
Rockefeller Capital Management has 10 executives leading key functions including strategic leadership, wealth management, asset management, and operational oversight.
Driven by a commitment to long-term value creation, Rockefeller Capital Management delivers comprehensive financial services through its global family office, asset management, and investment banking divisions to support high net worth individuals and institutional clients.
Driven by a commitment to long-term value creation, Rockefeller Capital Management delivers comprehensive financial services through its global family office, asset management, and investment banking divisions to support high net worth individuals and institutional clients.
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 long-term growth initiatives. Overseeing the integration of wealth management, asset management, and investment banking, the President & Chief Executive Officer ensures alignment across all business units. This leadership role involves navigating complex capital markets while maintaining the firm's commitment to responsible investing and ESG-driven strategies. By fostering relationships with high net worth families and institutional partners, Fleming drives the expansion of the firm's footprint across North American markets. The President & Chief Executive Officer maintains rigorous standards for fiduciary excellence and client service. Through consistent focus on portfolio construction and strategic advisory, Gregory Fleming secures the firm's position as a premier independent financial services provider, ultimately delivering sustainable value for clients and communities.
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 supporting the firm's wealth management services. Overseeing the daily execution of client-facing processes, the Chief Operating Officer, The Center of Wealth Solutions ensures that all fiduciary and administrative functions operate with maximum efficiency. This role involves streamlining workflows for estate planning, trust services, and portfolio management to enhance the overall client experience. By implementing robust operational frameworks, Kavanagh supports the firm's ability to scale its wealth solutions across diverse client segments. The Chief Operating Officer, The Center of Wealth Solutions collaborates with technology teams to integrate advanced digital tools into the advisory process. Rebecca Kavanagh drives continuous improvement in service delivery, ensuring that the firm maintains its competitive edge in the financial services industry while upholding the highest standards of operational integrity.
Katie Fanaroff - Team Chief Operating Officer
Katie Fanaroff, the Team Chief Operating Officer at Rockefeller Capital Management, manages the internal operations and administrative functions for specific high-growth advisory teams. Focusing on team-level efficiency, the Team Chief Operating Officer coordinates resource allocation and project management to support the delivery of wealth management services. This role involves bridging the gap between front-office advisory activities and back-office support systems to ensure seamless client interactions. By optimizing team workflows, Fanaroff drives productivity and allows advisors to focus on strategic client engagement. The Team Chief Operating Officer monitors performance metrics and implements process improvements that enhance the firm's operational agility. Katie Fanaroff ensures that all team activities align with the firm's broader compliance and fiduciary standards. Through diligent management of daily operations, the Team Chief Operating Officer supports the firm's mission to provide personalized, high-touch financial guidance to its diverse client base.
Charles Burke - Head of The Family Office & Co- of The Center For Wealth Solutions Co-Chief Operating Officer
Charles Burke, the Head of The Family Office & Co- of The Center For Wealth Solutions Co-Chief Operating Officer at Rockefeller Capital Management, directs the strategic operations of the firm's family office division. Overseeing the delivery of comprehensive services to ultra-high net worth families, the Head of The Family Office & Co- of The Center For Wealth Solutions Co-Chief Operating Officer ensures that all fiduciary, philanthropic, and estate planning needs receive expert attention. This role involves coordinating cross-functional teams to provide integrated financial solutions that span generations. By driving the operational strategy for the Center for Wealth Solutions, Burke enhances the firm's ability to manage complex family dynamics and multi-generational wealth. The Head of The Family Office & Co- of The Center For Wealth Solutions Co-Chief Operating Officer maintains a focus on long-term value creation and responsible investing. Charles Burke ensures that the firm's family office services remain at the forefront of the industry.
Margaret Hawk - Vice President, Team Chief Operating Officer
Margaret Hawk, the Vice President, Team Chief Operating Officer at Rockefeller Capital Management, manages the operational execution for key advisory teams within the firm. Focusing on the optimization of client service delivery, the Vice President, Team Chief Operating Officer coordinates administrative and operational tasks to ensure seamless support for high net worth clients. This role involves managing team resources and implementing process improvements that enhance overall productivity. By ensuring that advisory teams have the necessary tools and support, Hawk drives the firm's ability to provide personalized financial guidance. The Vice President, Team Chief Operating Officer monitors team performance and ensures adherence to the firm's rigorous compliance standards. Margaret Hawk facilitates communication between internal departments to resolve operational challenges efficiently. Through diligent oversight of team operations, the Vice President, Team Chief Operating Officer supports the firm's mission to deliver exceptional financial services and long-term value.
Ekaterina Slepkova - Team Chief Operating Officer-Associate
Ekaterina Slepkova, the Team Chief Operating Officer-Associate at Rockefeller Capital Management, supports the operational management of advisory teams to ensure efficient service delivery. Focusing on the day-to-day administrative and operational needs of the team, the Team Chief Operating Officer-Associate coordinates workflows and manages client-related documentation. This role involves assisting in the implementation of operational strategies that improve team productivity and client satisfaction. By ensuring that all processes are executed accurately and in compliance with firm standards, Slepkova supports the broader goals of the wealth management division. The Team Chief Operating Officer-Associate collaborates with other operational staff to streamline communication and resource allocation. Ekaterina Slepkova maintains a focus on detail and efficiency, ensuring that advisory teams can effectively serve their clients. Through dedicated operational support, the Team Chief Operating Officer-Associate contributes to the firm's reputation for excellence in financial services and client care.
Jennifer Tsahalis - Managing Director, Chief of Staff for Technology and Operations
Jennifer Tsahalis, the Managing Director, Chief of Staff for Technology and Operations at Rockefeller Capital Management, directs the firm's technological infrastructure and operational strategy. Overseeing the integration of digital platforms, the Managing Director, Chief of Staff for Technology and Operations ensures that the firm's systems support the complex needs of wealth and asset management. This role involves managing the intersection of technology and business operations to drive efficiency and innovation across all divisions. By coordinating with leadership to implement scalable solutions, Tsahalis supports the firm's growth in a competitive financial landscape. The Managing Director, Chief of Staff for Technology and Operations monitors operational risks and ensures that all technological initiatives align with the firm's security and compliance requirements. Jennifer Tsahalis drives the modernization of internal processes, ultimately enhancing the firm's ability to deliver high-quality financial services to its global client base.
Joan Park - Investment Strategy Specialist & Assistant VP, Office of & Global Chief Information Officer, Rockefeller Investment Management
Joan Park, the Investment Strategy Specialist & Assistant VP, Office of & Global Chief Information Officer, Rockefeller Investment Management at Rockefeller Capital Management, directs the firm's investment strategy and information technology alignment. Overseeing the development of data-driven investment insights, the Investment Strategy Specialist & Assistant VP, Office of & Global Chief Information Officer, Rockefeller Investment Management ensures that portfolio construction remains grounded in rigorous analysis. This role involves managing the flow of information across the firm's global investment management division to support informed decision-making. By integrating advanced technology with investment strategy, Park drives the firm's ability to identify market opportunities and manage risk effectively. The Investment Strategy Specialist & Assistant VP, Office of & Global Chief Information Officer, Rockefeller Investment Management coordinates with global teams to ensure consistency in investment philosophy. Joan Park supports the firm's commitment to delivering superior financial outcomes through technological and strategic excellence.
Robert Perlman - Managing Director
Robert Perlman, the Managing Director at Rockefeller Capital Management, oversees high-level client advisory and strategic wealth planning initiatives. Focusing on the needs of family offices and institutional clients, the Managing Director architects bespoke investment solutions that address complex estate planning and philanthropic goals. This role requires deep collaboration with the firm's investment banking and asset management divisions to ensure holistic financial guidance. By managing large-scale portfolios, Perlman drives significant growth within the firm's wealth management sector. The Managing Director monitors market trends to provide actionable insights for high net worth individuals seeking long-term capital preservation. Robert Perlman maintains a focus on fiduciary responsibility, ensuring that every strategy aligns with the firm's century-old legacy of excellence. Through meticulous oversight of client assets, the Managing Director supports the firm's broader mission of providing sophisticated financial stewardship across diverse global markets.
Jean Gannon - Managing Director
Jean Gannon, the Managing Director at Rockefeller Capital Management, leads critical initiatives within the firm's asset management and investment advisory divisions. Tasked with optimizing portfolio construction for institutional clients, the Managing Director executes strategies that emphasize risk-adjusted returns and ESG integration. This leadership role involves coordinating with internal research teams to identify emerging market opportunities and capital market trends. By driving operational efficiency within the asset management arm, Gannon ensures that client portfolios remain resilient against market volatility. The Managing Director facilitates communication between the firm's investment committees and external stakeholders to maintain transparency and trust. Jean Gannon focuses on scaling the firm's investment capabilities to meet the evolving demands of foundations and corporations. Through disciplined oversight of investment processes, the Managing Director contributes to the firm's reputation for delivering high-quality financial solutions and long-term value creation.
Explore Leadership Teams in Finance
TD Securities provides a wide range of capital market products and services to corporations, governments and institutions. TD Securities works with clients around the world, and provides underwriting and distribution of new debt and equity issues, as well as advice on strategic acquisitions and divestitures, and executing daily trading and investment needs. TD Securities is a registered trademark of The Toronto-Dominion Bank.
Company Leadership SW
HT
MT
NY
IBI Investment House is one of Israel's largest independent investment houses, founded in 1971 and managing approximately NIS 40 billion in assets under management. The firm provides a comprehensive suite of investment management, trading, and financial services to institutional, corporate, and private clients across Israel and international markets. IBI's service offerings span portfolio management through IBI Amban, which serves thousands of private and corporate clients using structured, risk-tailored approaches; mutual fund management via IBI Mutual Funds, covering multiple strategies and asset classes including exchange-traded and money market funds; brokerage services through IBI Brokerage for both individual investors (IBI Trade) and institutions, supported by market-leading research capabilities; and alternative investment solutions through IBI Alternative, which manages funds in consumer credit, U.S. real estate, and secured bridge loans. For institutional and corporate clients, IBI delivers specialized services including trading and execution on the Tel Aviv Stock Exchange, equity and fixed income research, macroeconomic analysis, investment banking, employee benefit plan management, trustee services, and market making. The firm's underwriting operations are conducted through Poalim IBI, a joint venture established to expand its capital markets capabilities. Throughout its nearly five decades of operation, IBI Investment House has built its reputation on prudent asset management and an unwavering commitment to client value creation, consistently delivering investment performance that outperforms market alternatives over time. This client-centric philosophy, combined with deep expertise across multiple asset classes and markets, positions IBI as a trusted partner for managing and enhancing investment value across diverse portfolio strategies and risk profiles.
Company Leadership OO
LR
Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, fixed income, commodity, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in December 1935 and is based in Atlanta, Georgia.
Company Leadership
KA
DL
DA
JMMB Group is a financial services company operating in the Caribbean, dedicated to partnering with clients to help them achieve their personal and family goals. The company emphasizes unconditional love and genuine connections in its approach to financial services. With operations in Trinidad and Tobago, Jamaica, and the Dominican Republic, JMMB Group offers a range of financial products and services. Their mission is to prioritize the best interests of their clients through meaningful relationships.
Company Leadership JS
CW
SM
RG
Frequently Asked Questions Regarding Rockefeller Capital Management Top Executives and Leadership Team
Unlock more people and company data
