Rockefeller Asset Management

Rockefeller Capital Management provides integrated financial services across wealth management, investment management, and investment banking. The firm offers stewardship for individuals and families through its Global Family Office. It also designs strategies for institutional clients and delivers advisory and capital-raising services to corporations, combining tailored service and financial expertise.

The firm's origins trace back over 140 years to John D. Rockefeller, who established the United States' first family office. This insight into holistic financial stewardship continues. Rockefeller Capital Management builds upon this legacy, perpetuating innovation and bespoke financial guidance rooted in its history.

Rockefeller Capital Management serves individuals, families, institutional investors, and corporations. The firm acts as a trusted guide through complex financial landscapes. Its vision involves pioneering the future of financial services, leveraging heritage to adapt for client needs.