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Rockefeller Capital Management

Email address and contacts

Quick try with Donis Smith from rockco.com

Rockefeller Capital Management company description

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.

Key Employees

  • Donis Smith
    Senior Vice President
  • James Mcgrath
    Senior Portfolio Manager
  • Paul Patterson
    Senior Vice President - Private Advisor

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New team members of Rockefeller Capital Management

Allissa Purkey
Associate, Senior Client Associate
Iziar Moure
Wealth Manager, Associate
Vicki Strine
Divisional Operations Director
Harper Hicks
Private Advisor | Vice President
James Holland Cfa Cfp
Vice President, Portfolio Manager
Garland Neal
Director of Investments
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