The Wealth Management & Investment team at Rockefeller Capital Management provides comprehensive financial planning and investment solutions to ultra-high-net-worth individuals, families, institutions, and corporations. This team leverages expertise in asset management, strategic advisory, capital markets, and alternative investments to deliver tailored wealth management strategies, ensuring client assets are effectively managed to meet their long-term financial goals.
Alex Petrone
Director of Fixed Income
Avery Sheffield
Senior Portfolio Manager
Burt Mills
Head, Structured Solutions
Casey C. Clark
President of Rockefeller Asset...
Chloe Duanshi
Head, Investment Strategies, R...
James M. Beale
National Business Development ...
Jeffrey Shames
Senior Strategy Advisor
Jimmy C. Chang
Chief Investment Officer, Rock...
John Montgomery
President, Rockefeller Asset M...
Joseph D. Roberts
Head, Wealth Strategy
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