Rockefeller Capital Management is a leading independent, privately-owned financial advisory firm – wealth management, asset management, and strategic advisory services – for ultra- and high-net-worth individuals, families, businesses, and institutions. We offer an elevated experience based on traditional Rockefeller family office values to help clients achieve their long-term goals.
Formed in 2018, the firm is rapidly extending its historic brand across contemporary markets in the United States and abroad. Our growing team of talented advisors and other financial professionals serve discerning clients who view wealth not as a prize but as potential. We bring them the finest in personalized advice, intellectual content, curated service, and state-of-the-art technology.
In our pantheon of values, we place these first: clients, colleagues, excellence, integrity, and community. Around the world, the Rockefeller name is synonymous with trust, an advantage we deeply treasure.
The firm is responsible for approximately $90 billion in client assets, as of June 30, 2022.
As of August 31, 2022, we have 1010 total employees in 41 locations across the United States and London.
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1,001-5,000 employees
View all Rockefeller Capital Management employees
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Financial Services
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$100M–$500M
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(212) 415-5000
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New York, New York 10020, US
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2018
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Asset Management, Wealth Planning, Strategic Advisory, Family Office Services, Portfolio Tracking Technology, Trust Company Services
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Jonathan Eisenberg is the CEO of Rockefeller Capital Management. To contact Jonathan Eisenberg email at [email protected] or [email protected].
The decision makers in Rockefeller Capital Management are Brian Cuneo, Bruce Tenenbaum, David Oleary, etc. Click to Find Rockefeller Capital Management decision makers emails.
Rockefeller Capital Management headquarters is located at New York, New York 10020, US.
Rockefeller Capital Management generates an estimated $100M–$500M annually, based on industry analysis and publicly available market data.
You can contact Rockefeller Capital Management by calling (212) 415-5000.
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