Rockefeller Capital Management
Rockefeller Capital Management is a leading independent financial services firm offering global family office, wealth management, asset management, and strategic advisory services to ultra-high-net-worth individuals, families, institutions, and corporations.
Associated People
Cheryl Young
2022 - present
Ed Moldaver
2020 - present
John Montgomery
2021 - present
Ruchir Sharma
2022 - present
SERVICES
Rockefeller Global Family Office
Rockefeller helps clients design highly bespoke multi-asset investment strategies and solutions based on their objectives and interpretation of risk.
Rockefeller Strategic Advisory
Rockefeller provides strategic advice to ultra-high-net-worth families, family offices, individuals, and corporations. The firm provides thoughtful, tailored advice on whether to sell a business, sell a portion of a business, purchase a business, or grow an existing business,
Rockefeller Asset Management
Rockefeller serves institutional investors, individuals, and families whose focus on alpha generation requires an experienced partner with a demonstrable investment history.