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 Legacy

Our global family office has served the Rockefeller family since 1882. The 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.

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Our Vision
To be trusted advisors in navigating the complexities of families and wealth. To be singularly dedicated to tailoring our services around our clients and their dynamic family needs.

This is why we’re here.

Our Vision
To be trusted advisors in navigating the complexities of families and wealth. To be singularly dedicated to tailoring our services around our clients and their dynamic family needs.

This is why we’re here.

Our Team

From our leadership team to our individual advisors and specialists, our mission is to serve you and your family. We are confidantes, counselors and navigators, dedicated to managing the complexities of family and wealth.

“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.

Our Mission
We are a premier financial advisory firm that aspires to redefine and elevate the financial services experience through unparalleled client service and a commitment to excellence in all that we do.

The client experience is the centerpiece of our model. We empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals.

We do this by bringing the brightest minds together with energy, innovation, creativity, and passion to provide exceptional services, products, capabilities, and value that will enable our clients to achieve their financial and investment goals for generations to come.

Our Mission
We are a premier financial advisory firm that aspires to redefine and elevate the financial services experience through unparalleled client service and a commitment to excellence in all that we do.
The client experience is the centerpiece of our model. We empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals.
We do this by bringing the brightest minds together with energy, innovation, creativity, and passion to provide exceptional services, products, capabilities, and value that will enable our clients to achieve their financial and investment goals for generations to come.

We believe a legacy isn’t left, but lived.

We’re inspired that you’re here.

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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