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Why Rockefeller The Client Experience Our Services Our People Our Ideas Welcome to Rockefeller Capital Management Welcome to tailored opportunities for multi-generational family wealth. Welcome to the home of dynamic, personalized service and profound peace of mind. Why Rockefeller? What sets us apart is being entrusted with the legacies of some of the world’s most successful entrepreneurs, innovators, visionaries – and their families. Together, we view wealth not as a prize but as potential.” Gregory J. Fleming, President and CEO Our Legacy Our standards for our services are the same standards established by the Rockefeller family legacy and the guardians who have so skillfully helped it thrive throughout seven generations and counting. Explore Our Vision To be trusted advisors in navigating the complexities of families and wealth. To be singularly dedicated to tailoring our services around our clients and their dynamic family needs. This is why we’re here. Explore Our Team From our leadership team to our individual advisors and specialists, our mission is to serve you and your family. We are confidantes, counselors and navigators. Explore Our Legacy Our standards for our services are the same standards established by the Rockefeller family legacy and the guardians who have so skillfully helped it thrive throughout seven generations and counting. Explore Our Vision To be trusted advisors in navigating the complexities of families and wealth. To be singularly dedicated to tailoring our services around our clients and their dynamic family needs. This is why we’re here. Explore Our Team From our leadership team to our individual advisors and specialists, our mission is to serve you and your family. We are confidantes, counselors and navigators. Explore The Client Experience You walk a high road. The questions you seek to answer on behalf of your family are not ordinary. Potential abounds. Opportunities appear endless. But today is more complex than yesterday and all paths forwards are not equal. Explore Uncommon Investment Opportunities Our experienced team focuses on sourcing, diligence, and structuring attractive investment opportunities for our clients. Rockefeller Lifestyle Advisory We are pleased to offer our clients and their families special access and privileges through a handful of thoughtfully vetted and selected partners – each preeminent providers in their respective fields – providing highly personalized support on how to simplify, navigate, and elevate modern life. Rockefeller Digital Experience The new state-of-the-art online and mobile Client Portal makes it easier, more secure and more efficient to view your account information and engage with your Rockefeller team. 2019 Annual Client Summit Leadership & Impact in a Changing World II November 18, 2019 The Museum of Modern Art Uncommon Investment Opportunities Our experienced team focuses on sourcing, diligence, and structuring attractive investment opportunities for our clients. Rockefeller Lifestyle Advisory We are pleased to offer our clients and their families special access and privileges through a handful of thoughtfully vetted and selected partners – each preeminent providers in their respective fields – providing highly personalized support on how to simplify, navigate, and elevate modern life. Rockefeller Digital Experience The new state-of-the-art online and mobile Client Portal makes it easier, more secure and more efficient to view your account information and engage with your Rockefeller team. 2019 Annual Client Summit Leadership & Impact in a Changing World II November 18, 2019 The Museum of Modern Art Our People We are a global family office that has served the Rockefeller family since 1882, and the story of the first family in family wealth is our blueprint.” Timothy D. O’Hara, President, The Family Office Meet Our People Our Services We believe that the management of wealth and family is a complex, nuanced, and deeply personal business. Learn More Our Services We believe that the management of wealth and family is a complex, nuanced, and deeply personal business. Learn More We believe a legacy isn’t left, but lived. We’re inspired that you’re here. Request an Introduction News Bombardier Inc. Investor Relations - February 17, 2020 Rockefeller Capital Management Advises Bombardier on Sale of Transportation Division to Alstom Business Wire – September 24, 2019 Rockefeller Asset Management Awarded PRI’s ESG Research Report of the Year Business Wire – September 23, 2019 Rockefeller Capital Management Appoints Shelly Lazarus, Marty Mannion as Independent Directors to Board Business Wire – August 5, 2019 Rockefeller Capital Management Adds Laura Tyson and Robert Matza as Senior Advisors Bloomberg.com - June 5, 2019 In Conversation: Greg Fleming Why Rockefeller Why Rockefeller Our Legacy Our Vision Our Team Client Experience client experience Rockefeller Client Online RockIT Portfolio View Uncommon Investment Opportunities Digital Access and Collaboration Lifestyle Advisory Our People our people Leadership Careers Office Locations Inclusion Our Services our services Rockefeller Global Family Office Rockefeller Strategic Advisory Rockefeller Asset Management Our Ideas our ideas What’s New Rockefeller Asset Management CIO Outlook Rockefeller Asset Management Macro Market Commentary Sector Insights Sustainability Corporate Social Responsibility Home Contact Us Media/pressLinkedin Copyright © 2020 Rockefeller Capital Management. Important Legal Information. Privacy Statement. FINRA’s BrokerCheck. why rockefeller Why Rockefeller Why Rockefeller Our Legacy Our Vision Our Team client experience Client Experience client experience Rockefeller Client Online RockIT Portfolio View Uncommon Investment Opportunities Digital Access and Collaboration Lifestyle Advisory Our People Our People our people Leadership Careers Office Locations Inclusion Our Services Our Services our services Rockefeller Global Family Office Rockefeller Strategic Advisory Rockefeller Asset Management our ideas Our Ideas our ideas What’s New Rockefeller Asset Management CIO Outlook Rockefeller Asset Management Macro Market Commentary Sector Insights Sustainability Corporate Social Responsibility Home Contact Us Media/pressLinkedin Copyright © 2020 Rockefeller Capital Management. Important Legal Information. Privacy Statement. FINRA’s BrokerCheck. Advisor Teams Merlin Wealth Management The Bruce Dickey Group The Embleton Curtis Quackenbush Group The Kenney Senkbeil Group The McDavid Group The Ryan Epperson Group The Higgins Hall Group × Advisor Teams The Crowley Shemeld Jewayni Green Group The Pennington Group × Advisor Teams Khoshnevissan & Grosso Financial Strategies Group The Tenenbaum Group × Advisor Teams Vios Advisors × Advisor Teams The Martí Group The Wallace Group × Advisor Teams Vios Advisors The Siden Fink Group The Zweig Group Douglas Dubiel × Advisor Teams The Rosenberg Outcalt Group × Advisor Teams RSA Family Wealth The Alexander Group × Request an Introduction Full Name* Phone Number* State* e-mail address* preferred method of contact* preferred method of contact* Email Phone Message* Contact Us...