Rockefeller Capital Management

Rockefeller Capital Management traces its roots to the Rockefeller family office, established in 1882. The modern firm launched as an independent financial services company in March 2018, following the acquisition of Rockefeller & Co. and the appointment of Gregory J. Fleming as CEO.

The firm serves ultra-high-net-worth and high-net-worth individuals and families, institutions, foundations, endowments and corporations. Its main businesses are Rockefeller Global Family Office, Rockefeller Global Investment Management and Rockefeller Global Investment Banking, supported by trust, fiduciary and corporate functions.

Rockefeller is especially focused on complex, long-term client relationships: holistic wealth planning and family-office services, institutional investment strategies, and senior-led advice on M&A, capital raising, valuation and shareholder matters. Its investment-banking platform is integrated with the firm's wealth and investment-management businesses, giving interns exposure to a broader platform than a standalone boutique advisory firm.