Junior talent brings immeasurable value to an organization – fresh ideas, perspectives, and new, innovative ways of doing things. Our 10-week Summer Analyst Program fully immerses students in the culture and day-to-day work of Rockefeller Capital Management. In addition to hands-on training and professional development education, Summer Analysts have the opportunity to meet with senior leaders, learn the business, and build a strong network. Watch the video to learn what our prior Summer Analysts had to say and apply to be a Summer Analyst here: https://lnkd.in/epiK8j4i
Rockefeller Capital Management
Financial Services
New York, New York 36,506 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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2024 is the busiest election year in history with nearly half of the world’s population heading to the polls. As the direction of trade, fiscal, and foreign policies remain uncertain, how might the markets react to the shifting global landscape? Watch our 2024 Mid-Year Outlook, featuring insights from Rockefeller CEO Gregory Fleming and Rockefeller International Chairman Ruchir Sharma to learn more: https://lnkd.in/eyy7Cz-c
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We’re pleased to welcome Titus Wealth Partners, based in Boston, MA, to Rockefeller Global Family Office. With deep experience in serving specialized guidance and sophisticated solutions to clients across multiple generations and stages of wealth, the team will be instrumental to our continued growth in the Northeast. https://lnkd.in/ewu93wKu
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Big tech staged a big stock market rally in June driven by AI sentiment, but contradictory employment data coupled with softer-than-expected inflation readings confounded investors and drove the Fed to drop expected rate cuts in 2024 from three to one. In our latest CIO Monthly Perspective, Rockefeller Global Family Office Chief Investment Officer Jimmy Chang reflects on the evolution of Fed policymaking and communications over the last 45 years, as well as the double-edged sword of their transparency.
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From leading a multi-generational family business to becoming a connector between women entrepreneurs and capital, Alexandra Lebenthal shares her story on this month’s episode of Genius Loves Company. In conversation with Laura Esposito, Alex discusses importance of nurturing mentor relationships and celebrating the accomplishments of those in your network as well as how her experience selling a business adds value in her current role within Rockefeller’s Global Investment Banking division. Listen to the full episode: https://lnkd.in/efscYqac
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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
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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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