What Does Rockefeller Capital Management Do?

Total employees1473
HeadquartersNew York
Founded2018

Rockefeller Capital Management is a prominent independent financial services firm, building upon the legacy of the Rockefeller family. The firm provides comprehensive wealth management, asset management, and strategic advisory services tailored to ultra-high-net-worth individuals, families, institutional clients, endowments, and foundations. They focus on delivering personalized financial solutions, leveraging deep expertise and a client-centric approach.

Where Is Rockefeller Capital Management's Headquarters?

HQ Function

Serves as the central hub for executive leadership, strategic decision-making, core operational management, and coordination of the firm's national and global activities.

Notable Features:

Located within the iconic Rockefeller Center, known for its Art Deco architecture, historical significance, and prime location in Midtown Manhattan. Offers state-of-the-art office facilities.

Work Culture:

A professional, high-performance environment focused on client service, financial expertise, integrity, and discretion. It emphasizes collaboration and a commitment to long-term relationships, reflecting its esteemed heritage.

HQ Significance:

The headquarters' location in Rockefeller Center underscores the firm's connection to a significant legacy in American finance. It positions the firm at the heart of the U.S. financial industry, facilitating access to talent, clients, and market insights.

Values Reflected in HQ: The headquarters reflects values of stability, prestige, excellence, and a connection to a significant financial legacy, aligning with the firm's commitment to trust and enduring client relationships.

Location:

Rockefeller Capital Management primarily operates across the United States with an extensive network of offices. Additionally, the firm maintains a presence in London, UK, to serve international clients and manage global investment strategies. Functions supported globally include wealth management for international families, global asset allocation, access to international markets for US clients, and strategic advisory for businesses with global operations or aspirations.

Street Address:

10 Rockefeller Plaza

City:

New York

State/Province:

NY

Country:

USA

Where Else Does Rockefeller Capital Management Operate Around the World?

Los Angeles, CA/USA

Address: 10250 Constellation Blvd, Suite 2800, Los Angeles, CA 90067

To serve the significant concentration of wealth on the West Coast, offering tailored financial strategies and access to the firm's broader platform.

Chicago, IL/USA

Address: 300 North LaSalle Street, Suite 2225, Chicago, IL 60654

To cater to the financial needs of affluent individuals, families, and businesses in Chicago and the surrounding Midwest region, leveraging local market expertise.

Atlanta, GA/USA

Address: 3475 Piedmont Road NE, Suite 1450, Atlanta, GA 30305

To expand the firm's footprint in the Southeast, serving a dynamic and growing client base with diverse financial needs.

London/UK

Address: Michelin House, 81 Fulham Road, London, SW3 6RD, United Kingdom

To support the firm's international clients, manage global investment strategies, and extend the Rockefeller brand and services in Europe.

Buying Intent Signals for Rockefeller Capital Management

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Rockefeller Capital Management? Meet the Executive Team

As of April 2025, Rockefeller Capital Management' leadership includes:

Gregory J. Fleming - President & Chief Executive Officer
Christopher Dupuy - Co-President of Rockefeller Global Family Office
Michael Outlaw - Co-President of Rockefeller Global Family Office
Casey Clark - President and Chief Investment Officer, Rockefeller Asset Management
Timothy O’Hara - President, Rockefeller Strategic Advisory
Jennifer L. Ternoey - General Counsel and Chief Risk Officer
Eric Heaton - Head of Finance, Strategy & Chief Administrative Officer
Mark Alexander - Head of Technology & Operations

Who's Investing in Rockefeller Capital Management?

Rockefeller Capital Management has been backed by several prominent investors over the years, including:

Viking Global Investors LP
The Rockefeller Family
IGM Financial Inc. (a subsidiary of Power Corporation of Canada)

What Leadership Changes Has Rockefeller Capital Management Seen Recently?

Hire3
Exits0

Rockefeller Capital Management has actively strengthened its executive team over the past 12 months with key hires in investment solutions, asset management finance, and technology & operations, alongside significant internal promotions within its Global Family Office leadership. Publicly announced executive departures at the highest levels have been minimal during this period.

New Appointments:

Rose Lee, Rose Lee appointed as Head of Investment Solutions.
Brian L. Knauss, Brian L. Knauss joined as CFO for Rockefeller Asset Management.
Mark Alexander, Mark Alexander formally appointed as Head of Technology & Operations.

What Technology (Tech Stack) Is Used byRockefeller Capital Management?

Discover the tools Rockefeller Capital Management uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Rockefeller Capital Management Email Formats and Examples

Rockefeller Capital Management commonly uses an email format combining the employee's first initial with their last name, followed by '@rcm.rockco.com'. While variations might exist for some individuals or departments, this is the most prevalent structure.

[first_initial][last]@rcm.rockco.com

Format

jdoe@rcm.rockco.com

Example

85%

Success rate

What's the Latest News About Rockefeller Capital Management?

PR NewswireMay 20, 2024

Rockefeller Capital Management Welcomes RMG Group to Rockefeller Global Family Office

Rockefeller Capital Management announced the addition of RMG Group, a wealth management team based in Boca Raton, FL, to its Rockefeller Global Family Office. The team, led by an experienced advisor, joins from a competitor firm, further expanding Rockefeller's presence in a key wealth market....more

AdvisorHubApril 29, 2024

Rockefeller Capital Management Lands $1.3B Morgan Stanley Team in Chicago

Rockefeller Capital Management recruited The AndCrosse Group, a team managing approximately $1.3 billion in client assets, from Morgan Stanley to its Chicago office. This move highlights Rockefeller's continued success in attracting top advisory talent....more

PR NewswireMarch 4, 2024

Rockefeller Capital Management Appoints Rose Lee as Head of Investment Solutions for the Global Family Office

Rose Lee has been appointed Managing Director and Head of Investment Solutions for Rockefeller Global Family Office. In her new role, Lee is responsible for sourcing, evaluating, and implementing investment strategies and solutions for the firm's clients....more

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