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Welcome to Rockefeller Capital Management

Welcome to tailored opportunities for multi-generational family wealth. Welcome to the home of dynamic, personalized service and profound peace of mind.

Why Rockefeller?

“What sets us apart is being entrusted with the legacies of some of the world’s most successful entrepreneurs, innovators, visionaries – and their families. Together, we view wealth not as a prize but as potential.” – Gregory J. Fleming, President and CEO 

Our Team

Our team is committed to trust and transparency. We are confidantes, counselors, and navigators, dedicated to managing the complexities of family and wealth.

Our standards for our services are the same standards established by the Rockefeller family legacy and the guardians who have so skillfully helped it thrive throughout seven generations and counting. The trends they have weathered, the familial bonds they have bolstered, and the positive impact they have had on society are our benchmark.

Being a part of Rockefeller provides us with the opportunity to offer our clients unparalleled service, access to uncommon investment opportunities, a seamless digital platform, and access to premier lifestyle advisory partners.

KNOWLTON, KNOWLTON, & LARSEN

(857) 504-8699

99 High Street
Floor 17
Boston, MA 02110

“Rockefeller Capital Management has put the family office and private wealth together seamlessly.”

Christopher J. Randazzo, President, Private Wealth Management

“When people ask me why I think the family has succeeded, I say that the family has chosen to have high-level advisors whom they totally trust and who are not just yes-men and -women but you know give their honest opinions.”
– David Rockefeller, Jr.

LAURENCE KNOWLTON

Managing Director, Private Wealth Advisor
LKnowlton@rockco.com
857-504-8690

WYATT LARSEN

Managing Director, Private Wealth Advisor
WLarsen@rockco.com
857-504-8691

GRIFFIN Y. KNOWLTON

Senior Vice President, Private Wealth Advisor
GKnowlton@rockco.com
857-504-8692

JENNIFER PEARSON

Vice President, Private Wealth Analyst
JPearson@rockco.com
857-504-8693

SOPHIA MORGAN

Vice President, Private Wealth Analyst
SMorgan@rockco.com
857-504-8694

TIMOTHY D. O’HARA

President, The Family Office

JIMMY C. CHANG, CFA®

Chief Investment Officer, Rockefeller Global Family Office

CHLOE DUANSHI, CFA®

Head of Quantitative Research & Portfolio Construction 

JACKIE KLABER

Head of Opportunistic Investing 

JOSEPH D. ROBERTS

Senior Wealth Strategist 

ELIZABETH P. MUNSON

Chairperson, Rockefeller Trust Companies
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A leading private wealth practice...
Customized Investment Strategy Design

We diagnose and evaluate your financial situation and design a tailored investment strategy for you, combining long-term goals and near-term opportunities.

Portfolio Management & Optimization

We manage your complete financial ecosystem including tax & estate planning, insurance, retirement entities, and your investments.

Investment, Tax, & Legal Advisor Coordination

We work with your CPA to manage your investments in a tax-efficient manner and coordinate with your attorneys to help plan your estate, structure business transactions, and manage charitable donations.

Risk Management

We align your portfolio with your tolerance for risk and monitor your allocation for unexpected behavior in multiple market conditions.

Cash Management, Optimization, & Access

We handle all cash activity and cash equivalents including loans, banking products, and mortgages.

Ongoing Monitoring & Performance Analytics

We provide you with a high level of transparency through advanced analytics and regular meetings with our team.

merged with holistic advisory and family office services.
The Rockefeller difference is our combination of holistic and specialized services, designed to complement customized wealth planning and advisory.
  • Financial Accounting & Bookkeeping
  • Trust & Estate Planning
  • Tax Efficient Planning & Preparation
  • Family Legacy & Governance Advisory
  • Bill payment
  • Philanthropic advisory
  • Human Resources Services
  • Cash flow and liquidity planning
  • Next Gen Financial Education

Rockefeller Capital Management provides strategic advice to ultra-high-net worth families, family offices, individuals and corporations. Families that own businesses or are interested in purchasing a business can come to Rockefeller Capital Management for thoughtful, tailored advice on whether to sell a business, sell a portion of a business, purchase a business or grow an existing business.

Rockefeller Capital Management also works with corporations seeking customized, innovative solutions and independent advice on strategic transactions. Our focus is to deliver exceptional results for our clients through flawless execution and to help clients achieve their strategic goals.

Rockefeller Capital Management provides securities activities and services through Rockefeller Financial LLC, its registered broker-dealer, member FINRA, SIPC.

  • Differentiated, independent advice for entrepreneurs and business owners
  • Execution across private and public companies owned or operated by our clients
  • Mergers, acquisitions, divestitures, capital raises
  • Real estate advisory
  • Sports franchise advisory

Rockefeller Asset Management offers equity and fixed income strategies across active, multi-factor passive, and thematic approaches that seek outperformance over multiple market cycles, driven by a disciplined investment process and a highly collaborative team culture. Drawing on the intellectual capital built over the past 40 years, Rockefeller Asset Management offers investment solutions integrating ESG research and a constructive engagement approach.

Equity Strategies
  • We offer global, U.S., and non-U.S., thematic dedicated environmental, social and governance (“ESG”) equity strategies for institutions and individuals. A core differentiator of Rockefeller’s approach is our well established practice of constructively engaging shareholders in a way that drives long-term value creation across portfolios and improves ESG standards globally.
Fixed Income Strategies
  • We offer a range of tax-exempt and taxable fixed income strategies, serving high-net worth and family office clients. Our fixed income investment process employs an analysis of macro-economic conditions complemented by fundamental credit research set within a sophisticated risk management and portfolio construction framework.

Through a series of curated and vetted partners, we bring our clients and their families solution for lifestyle needs from everyday to the extraordinary.

Philanthropic advisory
• Philanthropy experts provide a functional foundation to help you build and manage your charitable program

Private Aviation
• A unique private aviation platform designed exclusively for Rockefeller Capital Management Clients

Concierge Healthcare
• Proactive health and wellness support, travel/emergency contingency 24/7 and complete management of any health concern.

Personal Security
• A total security solution tailored to each client and location, assessing their needs and goals.

Emergency Travel Services
• The world's leading organization providing medical, security, evacuation, travel risk and crisis management services.

Our Ideas
Uniquely Rockefeller Special Client Event - Alan Schwartz
Uniquely Rockefeller Special Client Event - Alan Schwartz
A Conversation with Alan Schwartz, Executive Chairman of Guggenheim Partners
Exploring Climate Change, Ocean Health, and Investment Opportunities: Virtual Roundtable Replay
Exploring Climate Change, Ocean Health, and Investment Opportunities: Virtual Roundtable Replay
On June 8, 2021, Rockefeller Asset Management hosted a virtual roundtable event "Exploring Climate Change, Ocean Health, and Investment Opportunities" featuring David Rockefeller Jr., Mark Spalding, and Casey Clark. View the replay here.
A Walk Down Memory Lane
A Walk Down Memory Lane
30 years of wax and wane; is this time different?
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