In the final episode of the year, Genius Loves Company hosts Laura Esposito and Kristen Sario reflect on a few of the most memorable moments, pieces of wisdom and invaluable lessons shared by the extraordinary women in the Rockefeller network throughout 2024. As we look ahead to 2025, join us in celebrating the stories and insights that have shaped this year: https://lnkd.in/dmjuXneA
Rockefeller Capital Management
Financial Services
New York, New York 41,169 followers
About us
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.
- Website
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https://www.rockco.com/
External link for Rockefeller Capital Management
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- New York, New York
- Type
- Privately Held
- Founded
- 2018
- Specialties
- Asset Management, Wealth Planning, Strategic Advisory, Family Office Services, Trust Company Services, and Portfolio Tracking Technology
Locations
Employees at Rockefeller Capital Management
Updates
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Rockefeller Global Family Office CIO Jimmy Chang recently joined Bloomberg's The Close, to share his 2025 outlook on markets and why he believes the “market euphoria” driven by the incoming administration’s focus on deregulation may not last due to potential inflationary policies. He also discusses factors driving equity valuations higher, and why investors should be keeping a keen eye on the 10-year Treasury Yield. Watch the full interview here: https://lnkd.in/g8TGmVcB
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With Trump’s decisive victory and pro-crypto stance, markets have seen a surge in the U.S. dollar, stock prices, and bond yields. However, outside the U.S., markets are bracing for tough trade policies. In this month’s report, "The Ricardian Vice", Rockefeller Global Family Office Chief Investment Officer Jimmy Chang analyzes the pros and cons of tariffs and a national industrial policy—both the theoretical underpinnings and empirical outcomes. He then explores how the new administration’s protectionist policies may affect markets around the world.
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In a recent interview with Citywire, Chris Kirk, Rockefeller’s Head of Investments and Client Solutions, shares his outlook on the evolving #Alternatives landscape – including the rising popularity of thematic investments in sports, music rights, artificial intelligence and life sciences – and Rockefeller’s focus on strategically expanding its open architecture investment platform in areas that resonate deeply with our clients. Read his full perspective here: https://lnkd.in/epvujpNE
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We are pleased to welcome Ginger Private Wealth Partners to the Central Division of Rockefeller Global Family Office. This deeply experienced team brings extensive holistic wealth planning and investment knowledge to our firm, and we look forward to partnering with them to deliver our industry-leading solutions to the group’s growing base of clients across the country. https://lnkd.in/ezUucmuA
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What does it take to found and lead a successful business? Our series, The Blueprint, delves into the minds and legacies of transformative business leaders, entrepreneurs, and visionaries within Rockefeller’s unique network of clients and partners. In the second episode, Jimmy Dunne, Vice Chairman of Piper Sandler and Co-Founder of Sandler O’Neill, sits down with Rockefeller CEO Gregory J. Fleming for a compelling conversation covering Jimmy’s start as a Wall Street trader to his role advising on some of today’s most influential M&A deals. Jimmy shares a lifetime of lessons learned through building the largest independent investment banking firm focused on the financial services sector, leading during times of crisis, and the lasting influence golf has had on his life and career. Watch here: https://lnkd.in/e6SXZMkr
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We were pleased to host the New York City cohort of the Turn 2 Foundation's Jeter’s Leaders program at our headquarters in Rockefeller Plaza, featuring insights from our CEO, Gregory J. Fleming, senior leaders, and young professionals from across our firm who shared their perspectives on navigating decisions around higher education and early career paths and facilitated engaging sessions on fundamental lessons in personal finance and investing. We are proud to collaborate with this impactful Foundation, founded by Rockefeller board member Derek Jeter, and support this talented cohort of students, who are making a positive impact in their communities and represent the next generation of inspiring leaders.
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The long and contentious U.S. election season has come to an end, and many countries have already felt the impact with a selloff in U.S. Treasury bonds that has triggered a contagion pushing up bond yields across developed countries. In our latest CIO Monthly Perspective, Chief Investment Officer Jimmy Chang explores the evolution of the media industry and its relevance to the 2024 U.S. election cycle, as well as some of the key plays in the new media space and potential market disruptions on the horizon.
Rockefeller Global Family Office | CIO Monthly Perspective - When the News Makes the News
rockco.com
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We’re pleased to welcome Josef, Brian, Stephen, and Kate to Rockefeller Global Family Office. Their practice, Partners Wealth Group, brings decades of extensive expertise in providing specialized guidance and tailored investment strategies to multi-generational families with complex wealth needs. We look forward to partnering with this deeply talented group to deliver Rockefeller’s distinct platform to the growing network of discerning individuals and families they serve. Learn more about the team here: https://lnkd.in/gBP78Mkg
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The outcome of the upcoming November elections will have long-lasting and nuanced effects on the macroeconomic landscape and financial markets. That said, we do not anticipate a dramatic deviation in the economic trajectory. In our view, the U.S. economy is in the mid-cycle phase, with the current expansion likely having more room to grow. Read the latest report from The Office of the CIO at Rockefeller Global Family Office for our insight into the significant implications for market dynamics and portfolio positioning.
Solidifying the Mid-Cycle Narrative Within Our Election Framework
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