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Rockefeller Capital Management



Rockefeller Capital Management is a leading independent financial services firm led by President & Chief Executive Officer Gregory J. Fleming, offering global family office, wealth management, asset management and strategic advisory services to ultra-high-net-worth individuals, families, institutions and corporations.


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Gregory J. Fleming
President & CEO
Christopher Dupuy
President of Private Wealth Management & Co-Head of the Rockefeller Global Family Office
Christopher J. Randazzo
President of Private Wealth Management
David P. Harris
Chief Investment Officer & President of Asset Management
Derek Jeter
Special Advisor to the CEO
Edmond N. Moriarty III
CFO & Head of Risk
Patricia Solfaro
Chief Compliance Officer
Joseph A. Ferlisi
Chief Information Officer
Lisa Manganello
Chief Marketing Officer
Jimmy C. Chang
Chief Investment Strategist
Jason Rich
Chief Operating Officer, Rockefeller Global Family Office
William Fenrich
General Counsel, Rockefeller Capital Management
Elizabeth P. Munson
President of Rockefeller Trust Companies
Timothy D. O’Hara
President of Rockefeller Multi-Family Office
R. Mitchell Theiss
President of Strategic Advisory
Grace Yoon
Head of Business Development & Strategic Partnerships
Harry Singh
Head of Investment Solutions
Mark Alexander
Head of Technology & Operations
Joseph D. Roberts
Head of Wealth Strategy
Laura Esposito
Head of Institutional Distribution
James M. Beale
Head of Capital Markets & Managed Solutions
Jackie C. Klaber
Head of Opportunistic Investing
Michael Brakey
Head of Strategic Client Solutions
Michael Outlaw
National Field Director, Rockefeller Global Family Office
Chloe Duanshi
Head of Quantitative Research & Portfolio Construction
Satish Shikhare
Head of Strategic Platform Management
Philip Kolb
Head of Rockefeller Global Family Office Client Services & Family Office Operations
Michael Parker
Managing Director, Divisional Director
Nathan D. Crair
Managing Director, Divisional Director
Michael R. Armondo
Managing Director, Divisional Director
Brian Riley
Managing Director, Divisional Director
Ruchir Sharma
Chairman of Rockefeller International
Brendan Welter
Chief Information Security Officer
Janette Caballero Jovic
Chief Marketing Officer

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