Scale your mountain, run your race. In the latest episode of Genius Loves Company, Angela Mwanza, Private Advisor in Rockefeller Capital Management, tells her story - from growing up in Zambia to boarding school in Zimbabwe, beginning a career in wealth management, and how being a world citizen has shaped her perspective and approach to advising clients at the intersection of finance, family and philanthropy. https://lnkd.in/gwH7mJtg
Rockefeller Capital Management
Finanzdienstleistungen
New York, New York 38,416 followers
Über uns
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
-
https://www.rockco.com/
External link for Rockefeller Capital Management
- Industrie
- Finanzdienstleistungen
- Größe des Unternehmens
- 1.001-5.000 Mitarbeiter
- Hauptsitz
- New York, New York
- Typ
- In Privatbesitz
- Gegründet
- 2018
- Spezialitäten
- Asset Management, Wealth Planning, Strategic Advisory, Family Office Services, Trust Company Services, and Portfolio Tracking Technology
Standorte
Aktualisierungen
-
Listen to our CEO Gregory J. Fleming on the latest episode of the Private Capital Podcast with Joseph Reilly as he discusses Rockefeller Capital Management’s evolution since 2018, and the many lessons learned throughout his career – from navigating through the 2008 credit crisis to building a leading financial advisory brand founded on the legacy of one of America’s most storied families. “We’re trying to provide answers and solutions to all of our clients’ challenges,” Fleming said. Check out the full episode to learn more: https://lnkd.in/euh6zAMm
-
-
As investors grapple with a number of macro factors, we believe the overarching macro narrative has shifted from a fixation on inflation to the path for economic growth. While the probability of an imminent recession is low in our view, risks remain. Read the latest report from The Office of the CIO at Rockefeller Global Family Office for our outlook on the possibility of continued economic strife, and potential investment considerations for investors as they navigate the current macro environment.
-
Following a month marked with softer-than-expected inflation readings and a Big Tech sell-off, investors are still holding on to hopes for a potential ‘Goldilocks’ soft-landing, but many are becoming concerned that the Fed may already be behind the curve. Meanwhile, speculation regarding the future of the petrodollar arrangement and increasing efforts to de-dollarize have driven increased demand for gold in what investors believe to be a risk-mitigating asset. In this month’s CIO Monthly Perspective, “The Petrodollar Turned 50,” Rockefeller Global Family Office Chief Investment Officer Jimmy Chang explores the historic and ongoing significance of the petrodollar, and how the Fed’s interest rate cutting cycle and the U.S.’ general election outcome could impact markets moving forward.
The Petrodollar Turned 50
https://www.rockco.com
-
#FinancialEducation remains a priority for families looking to transfer wealth and values from generation to generation. In an interview with Crain Currency, Rockefeller’s Head of Financial Education Mallory Findley, MBA shares how our holistic financial education curriculum, inspired by the legacy of the Rockefeller family, aims to support the #NextGen of changemakers as they come into their own as family leaders. Read the full article here: https://lnkd.in/ePpmcfj5
-
-
"Follow your compass, not your clock". In the latest episode of Genius Loves Company, Andrea Jung, CEO of Grameen America, Rockefeller Capital Management Board Member, and a trailblazer for women in business, shares her journey to becoming one of the first female CEOs of a Fortune500 company and reflects on the importance of loving what you do. https://lnkd.in/defAxSYt
-
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
-
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
-
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
-
-
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.
Rockefeller Global Family Office | CIO Monthly Perspective - Way Too Transparent?
https://www.rockco.com