Rockefeller Capital Management

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

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. 

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.

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    

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. 

The Rockefeller family has been a patron of fundamental research and scientific advancement for over 100 years and paved the way for many of the innovative, world-changing technologies we use today. We are proud to support this legacy and recently hosted clients and friends at The Rockefeller University, for an incredible event, “Unlocking the Science of Memory,” exploring the work of memory formation and retrieval expert Dr. Priya Rajasethupathy, whose groundbreaking discoveries have challenged conventional notions around the nature of memory. 

In the latest episode of Genius Loves Company, Mia Cardwell, Managing Director and Private Advisor at Rockefeller Global Family Office, shares her approach to building a financial blueprint for her clients to help achieve their most ambitious goals, reflects on her journey balancing raising a family while building her career, and reveals the most important financial advice she has ever received. https://lnkd.in/eCQbgJbQ

We are pleased to welcome DiMedio Wealth Partners to Rockefeller Global Family Office, who bring a wealth of expertise, experience, and client focus to the firm. We look forward to working with this highly accomplished team to deliver the distinct capabilities of our platform and our people to current and prospective clients across the United States.  Learn more: https://lnkd.in/gfDMpbXz

It was a pleasure to collaborate with Rockefeller board member Derek Jeter’s Turn 2 Foundation to host a workshop and career day for the Kalamazoo, Michigan cohort of Turn 2’s Jeter’s Leaders program where our colleagues led insightful discussions around career opportunities and financial education focused on critical lessons in personal finance and investing. Turn 2’s Jeter's Leaders is a leadership development program dedicated to empowering high school students to live healthy lifestyles, excel academically, and improve their communities through social change. We are proud to support this impactful Foundation that is investing in the next generation of community leaders and role models.

We are pleased to welcome Luechtefeld Wealth Partners to Rockefeller Global Family Office.  We look forward to partnering with Christopher, Anne, Erica, and Ashlee to bring the Rockefeller experience to a growing base of discerning clients: https://lnkd.in/e3d6yYMP