AI has proven to be a disruptive force across multiple industries, financial services being no exception. In Worth, Mark Alexander, Rockefeller's Head of Technology and Operations, shares how AI can augment wealth management services but not replace the advisor-client relationship, and why human touch will remain the cornerstone of our industry. Read his insights here: https://lnkd.in/g3HWp8ce
Rockefeller Capital Management
Financial Services
New York, New York 36,063 followers
About us
At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help discerning clients—individuals, families, businesses, and institutions—achieve their goals through the delivery of premier financial advisory and investment management. We specialize in wealth management, asset management, and investment management with the objective of connecting clients to a broad network of solutions and compelling opportunities that they wouldn’t be able to explore anywhere else. Originally founded in 1882 as the family office of John D. Rockefeller, the firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations.
- Website
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https://www.rockco.com/
External link for Rockefeller Capital Management
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- New York, New York
- Type
- Privately Held
- Founded
- 2018
- Specialties
- Asset Management, Wealth Planning, Strategic Advisory, Family Office Services, Trust Company Services, and Portfolio Tracking Technology
Locations
Employees at Rockefeller Capital Management
Updates
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As more professional leagues embrace capital from institutional and ultra-high-net-worth investors, the appetite for sports investment opportunities in family offices appears to be growing rapidly. See our latest perspectives behind the drivers of the rising interest in the unique asset class in an interview with Crain Currency. Read the article to learn more: https://lnkd.in/eCWMheCw
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We are pleased to welcome Zak Ammirato and Megan Coborn to Rockefeller Global Family Office. Zak and Megan will join Bruce Tenenbaum and Andy Lam to create a new team, TA Wealth Partners, based in San Francisco, CA. The leadership collaboration of Zak and Bruce – both industry veterans with storied careers – will enable the team to expand their ability to provide the Rockefeller experience to a growing number of discerning clients. https://lnkd.in/eJpF9s4m
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Culture and connectivity are driving forces behind successful enterprises, and Rockefeller is no exception. We are delighted to honor seven of our distinguished colleagues for their outstanding contributions to the firm with our Enterprise Connectivity Award. Each recipient elevates their teams and sets the standard for collaboration, collegiality, and sharing success with others across our organization.
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#FinancialEducation is the bedrock to becoming good stewards of family wealth and legacy, and critical to empowering the next generation of leaders, entrepreneurs, and change-makers as they face an increasingly complex financial world. At our Inaugural Rockefeller Next Gen Financial Education Summit, clients and friends joined us for dynamic discussions with leaders in business and philanthropy, who shared their unique perspectives on navigating next gen family leadership, investing in innovation and the future, and understanding the nexus of wealth, values and impact.
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What does it mean to build an enduring legacy? We were pleased to host Derek Jeter and Michael Strahan – legendary New York athletes, entrepreneurs, and philanthropists – for an exclusive evening with our clients and friends at our headquarters in 45 Rockefeller Plaza. In conversation with our CEO, Gregory J. Fleming, Derek and Michael shared the pivotal moments and transitions throughout their careers, their blueprint for leading teams to greatness, and their historic impact on and off the field.
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As we close out the first half of 2024, what’s been the biggest surprise for investors? According to Ruchir Sharma, Chairman of Rockefeller International, it’s the persistent strength of the US economy. In conversation with Rockefeller CEO Gregory J. Fleming, Ruchir examines how deficit and interest rate trends are likely to shape the economy over the next six months and the role of an historic number of elections taking place around the world. The two also discuss themes from Ruchir’s newly published book, “What Went Wrong with Capitalism?” and insights into how investors can navigate this unprecedented market environment. Watch our Mid-Year Outlook to learn more: https://lnkd.in/eyy7Cz-c
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Market instability can create new opportunities for commercial real estate potentially starting in the latter half of 2024. Read the latest report from The Office of the CIO at Rockefeller Global Family Office to learn how the “higher for longer” rate environment will likely impact the asset class, and how investors should consider navigating the landscape this year: https://lnkd.in/evKZfNv9
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The November general election will play a major role in shaping Washington’s fiscal trajectory as roughly $4 trillion of expiring tax provisions will need to be decided on in 2025. Check out our latest CIO Monthly Perspective from Rockefeller Global Family Office’s Jimmy Chang as he explores the evolution of personal income tax and how the markets may react to various electoral outcomes.
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We were pleased to host clients and friends at our headquarters in 45 Rockefeller Plaza for an exclusive viewing of A Space of Fantasy, an exhibition of 37 unique works by eight New York-based artists depicting fantastical worlds of limitless possibilities. Patronage of the arts and art education is an essential piece of our history. Our partnership with New York Foundation for the Arts (NYFA) is a continuation of this tradition, and we are proud to be stewards of this legacy.