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, institution... Read more





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Gregory J. Fleming
President & CEO

Gregory J. Fleming

Ruchir Sharma
Chairman, Rockefeller International
Elizabeth P. Munson
Chairperson, Rockefeller Trust Companies
Christopher Dupuy
Co-President, Rockefeller Global Family Office
John Montgomery
President, Rockefeller Asset Management International
Casey C. Clark
President of Rockefeller Asset Management & Chief Investment Officer
Jack Ryan
Chief Operating Officer
Edmond N. Moriarty, III
CFO & Chief Risk Officer
Brendan Welter
Chief Information Security Officer & Chief Data Officer
Janette Caballero Jovic
Chief Marketing Officer
Michael Gaab
Chief Human Capital Officer
Jenn Tsahalis
COO, Technology & Operations
Eric Konigsberg
COO, Rockefeller Asset Management
Ashley McCarthy
Deputy General Counsel
Jim Ratigan
President, Strategic Advisory
Steve Valentino
Co-President, Rockefeller Global Investment Banking
Michael R. Armondo
MD, Divisional Director
Brian Riley
MD & Divisional Director
Brett Thelander
MD & Divisional Director
Kristen Sario
Divisional Director, Southeast Division
Eric Heaton
MD & Head of Strategy for Rockefeller Capital Management
Grace Yoon
Head, Strategic Partnerships & Community Impact
Joseph D. Roberts
Head, Wealth Strategy
James M. Beale
Head, Capital Markets & Managed Solutions
Burt Mills
Head, Structured Solutions
Joseph Martella
Head, Technology Support & Services
Laura K. Esposito
Head, Enterprise Client Coverage Group
Charlene Celona
Head of Advisor Performance & Compensation
Stephanie Carpon
Head of Total Rewards & HRIS
James Rajeshvincent
Head of Enterprise Architecture & Platforms
Catherine Murphy
Senior Regulatory Counsel & Head, AML & Sanctions Compliance
Christopher Kirk
Head of Investment & Client Solutions
Alex Petrone
Director of Fixed Income