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Rockefeller Capital Management

Email address and contacts

Quick try with Adam Brenner 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

  • Adam Brenner
    Tax Accountant
  • Marykate Cassidy
    Executive Assistant
  • Paul Kopp
    Senior Trust Officer

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Rockefeller Capital Management competitors and alternatives

New team members of Rockefeller Capital Management

Noelle Babcock
Trust Officer
Samuel Campbell Cfa
Investment Manager - Vice President
Trevor Adams
Associate Vice President, Team Wealth Planner
Mickey Hofmeister
Associate Vice President, Wealth Manager
William Reed
Investment Strategist
David M Sotsky Cpfa
Vice President, Private Wealth Advisor
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