COOKIES STATEMENT

Last Modified: July 24, 2019

This website uses cookies to improve the functioning of the site and to authenticate our customers.

This Cookie Policy describes what cookies are and how cookies are used by Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Capital Management Insurance Services LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware) and the investment vehicles each manage and/or administer (collectively “Rockefeller”, “we”, “us” or “our”) on our website and in the use of online services available to clients that may be accessed through our website (collectively, the “Website”). This Statement also describes the choices available to you in managing cookies. Please review this Statement to understand our use of cookies on the Website.

What are Cookies?

Cookies are small, usually randomly encoded, text files that help your browser navigate through our websites. The cookie file is generated by our website when you access it and is accepted and processed by your computer’s browser software or when you interact with us on-line. The cookie file is stored in your browser’s folder or subfolder.

There are two basic types of cookies: Session cookies are temporary files that are cleaned up (i.e., deleted) when you close your browser program. Persistent cookies store your information and settings for longer periods, in order to remember your information and preferences between visits to a website. We use both types of cookies on the Website.

How do we use Cookies and similar Technology?

We, our associated firms and/or other persons acting on our or their behalf use cookies and similar technology to collect, use and share information when you visit our Website or interact with us on-line e.g. via email or other electronic means.

Cookies and similar technology enable Rockefeller to capture and compile statistical information about how you use our websites and interact with us on-line, including information relating to the frequency of visits, IP addresses, readership data, (such as the average length of visits, which pages are viewed or shared during a visit or other interactions with our content such as time spent viewing videos, PDFs read and links clicked), authentication information, acceptance or rejection of website terms, periods of inactivity, time zones, language preferences and other regional information.

We, our associated firms and/or other persons acting on our or their behalf use this information for the following purposes:

  • To assess the effectiveness of advertising and readership content;
  • To improve the website content and performance;
  • To estimate our audience size and usage pattern;
  • To speed up your searches;
  • To enable log in and authentication when you log onto our sites;
  • To recognize you when you return to our sites;
  • To deliver a better and more personalized service by allowing us to customize our site according to your individual interests; and
  • To deliver marketing communications that may be of interest to you, including offers tailored to you.

Information held in cookies or similar tracking technology set by Rockefeller are kept to a minimum and can only be read by Rockefeller, our associate firms, their authorized third parties or by someone who has physical access to your personal computer.

How can you manage your Cookie preferences?

Many web browsers allow you to control the use of most cookies through their browser settings. To learn more about cookies, including information on what cookies have been set on your computer and how cookies can be managed and deleted, visit www.allaboutcookies.org.

Some of our Websites use Google Analytics to track your activity. To opt out of being tracked by Google Analytics across all websites visit: please click.

In addition to the cookies noted above, some of our Websites may also serve third party cookies, which allows us, our service providers, and our third party business partners to deliver more relevant and tailored content.

Most browsers are initially set to accept cookies. However, you have the ability to disable cookies if you wish, generally through changing your internet software browsing settings. It may also be possible to configure your browser settings to enable acceptance of specific cookies or to notify you each time a new cookie is about to be stored on your computer enabling you to decide whether to accept or reject the cookie. To manage your use of cookies there are various resources available to you, for example the “Help” section on your browser may assist you. You can also disable or delete the stored data used by technology similar to cookies, such as Local Shared Objects or Flash cookies, by managing your browser’s “add-on settings” or visiting the website of its manufacturer. As our cookies allow you to access some of our Website’s features, we recommend that you leave cookies enabled. Otherwise, if cookies are disabled, it may mean that you experience reduced functionality or will be prevented from using the site altogether.

Unless you have adjusted your browser setting so that it will reject cookies, our system will issue cookies when you access or use our w Websites or online services. By accessing or using our Websites or online services you consent to Rockefeller using cookies. In the event you refuse to accept cookies by adjusting your browser setting, some or all areas of our Websites or online services may not function properly or may not be accessible.

How do we update this Cookie Policy?

We may change or update portions of this Cookie Policy to reflect changes in our practices and or applicable law and regulation. Please check this Cookie Policy from time to time so you are aware of any changes or updates to the Cookie Policy, which may be indicated by a change in the effective date noted at the beginning of this Cookie Policy.

How can you Contact Us?

If you would like to contact us in respect of any element of this Cookie Policy, including, without limitation and subject to applicable law, where you wish to access a copy of your personal data or where you wish to raise a complaint or grievance please contact us at the following address:

Rockefeller Data Protection Officer

Email: dataprotectionofficer@rockco.com

Mail:

Data Protection Officer

Rockefeller & Co. LLC

45 Rockefeller Plaza

New York, NY 10111

GREGORY J. FLEMING

GREGORY J. FLEMING

President & Chief Executive Officer

Gregory J. Fleming is the Chief Executive Officer of Rockefeller Capital Management, a role he has held since the firm, formerly known as Rockefeller & Co., launched in March 2018. He is also a member of the Board of Directors.

Prior to leading Rockefeller Capital Management, Greg was the President of Morgan Stanley Wealth Management and Morgan Stanley Investment Management. Before joining Morgan Stanley in 2010, he served as President and Chief Operating Officer of Merrill Lynch, from 2007 to 2009, and previously ran Merrill Lynch’s Global Investment Banking business. Greg joined Merrill Lynch as an investment banker in 1992. He had also been a principal at Booz Allen Hamilton.

He is a former director of Colgate University, a member of the Board of Advisors for the Yale Law School Center for the Study of Corporate Law, a member of the Council on Foreign Relations, a member of the Economic Club of New York and a trustee at Deerfield Academy. He also serves as an Advisory Director on the board of the Miami Marlins, a Resource Council member of the Turn 2 Foundation and serves on the Advisory Board of COVR, an innovative financial services startup.

Greg is a Phi Beta Kappa, summa cum laude graduate of Colgate University with a bachelor’s degree in Economics. He received his J.D. from Yale Law School.

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