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
Ruchir Sharma
Chairman, Rockefeller International
David P. Harris
Chairman, Rockefeller Asset Management, Senior Portfolio Manager
Elizabeth P. Munson
Chairperson, Rockefeller Trust Companies

Presidents, Rockefeller Global Family Office

Edmond N. Moriarty, III
CFO & Chief Risk Officer
Jack Ryan
Chief Operating Officer
Patricia Solfaro
Chief Compliance Officer
Brendan Welter
Chief Information Security Officer & Chief Data Officer
Janette Caballero Jovic
Chief Marketing Officer
Michael Gaab
Chief Human Capital Officer
Jenn Tsahalis
Chief of Staff, Technology & Operations
William Fenrich
General Counsel
Jim Ratigan
President, Strategic Advisory
Steve Valentino
Co-President, Rockefeller Strategic Advisory
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
Michael Brakey
Head, Strategic Client Solutions
Satish Shikhare
Head, Strategic Platform Management
Rose Lee
Head, Investment Solutions
Joseph Martella
Head, Technology Support & Services
Laura K. Esposito
Head, Enterprise Client Coverage Group
Eric Heaton
MD & Head of Strategy for Rockefeller Capital Management
Charlene Celona
Head of Advisor Performance & Compensation
Stephanie Carpon
Head of Total Rewards & HRIS
Michael Parker
MD, Divisional Director
Nathan D. Crair
MD, Divisional Director
Michael R. Armondo
MD, Divisional Director
Brian Riley
MD & Divisional Director
Brett Thelander
MD & Divisional Director
Kristen Sario
MD & Divisional Director
Jason Kotik
MD & Portfolio Manager
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