Rockefeller Capital Management

Rockefeller Capital Management is a wealth management firm built around the Rockefeller family legacy. It advises wealthy families and institutional investors on preserving and growing assets. Gregory J. Fleming is its president and chief executive.

What Rockefeller Capital Management does

• Family office services: support for the wider needs of wealthy families, led by a president of the family office.
• Investment strategies: active equity and fixed income approaches, from fundamental to systematic and thematic.
• ESG-integrated research: an approach the firm says it began developing nearly 30 years ago.
• Shareholder engagement: about 40 years of work aimed at creating value and prompting change.
• Investment sourcing: its team finds, checks and structures opportunities for clients.
• Partner access: selected outside providers offering personal support to clients.

Who it works with

Families, entrepreneurs and institutions, including advisors and financial professionals.

Key facts

• Heritage: seven generations of Rockefeller family service