11/14/2017
Capital Markets
Rockefeller & Co., Inc.: Private Company Information - Bloomberg
November 14, 2017 6:15 PM ET
Company Overview of Rockefeller & Co., Inc.
Snapshot
Company Overview
Rockefeller & Co., Inc. is a privately owned investment manager. It provides its services to High net worth individuals, their families, family offices and related entities, funds organized as domestic or offshore (non-U.S.) companies, limited partnerships, limited liability companies or other types of legal entities; U.S. registered investment companies; Trusts and other fiduciary accounts , Foundations, endowments, charitable and other nonprofit institutions; Taxable and tax-exempt accounts, and Sovereign Nation(s). The firm manages separate client-focused equity and fixed income portfolios. The firm invests in the public equity markets across the globe. It invests in the fixed income m...
Detailed Description
Phone: 212-549-5330 Fax: 212-549-5524 www.rockco.com
10 Rockefeller Plaza New York, NY 10020
United States
Founded in 1882
People
Key Executives For Rockefeller & Co., Inc.
Mr. Reuben Jeffery Ill, J.D.
Managing Director, President, CEO, and Member of the Board
Age: 64
Mr. David Westbrook
Chief Financial Officer and Managing Director
Mr. Stuart Hendry Chief Operating Officer and Managing Director
Mr. David Peter Harris CFA Chief Investment Officer, Managing Director, and Portfolio Manager
Ms. Yvette Marie Garcia J.D. Chief Administrative Officer, Secretary, Managing Director, and General Counsel
Compensation as of Fiscal Year 2017.
Rockefeller & Co., Inc. Key Developments
Rockefeller & Co Names David Rockefeller, Jr. as Chairman
Oct 31 16
Rockefeller & Co announced that director David Rockefeller, Jr. has been appointed chairman of the board of directors. Mr. Rockefeller, a founding member of the board of directors, succeeds Colin G. Campbell, who has served as chairman since 2003. Mr. Campbell will remain a member of the board of directors. As chairman, Mr. Rockefeller will lead the board of directors in its oversight of the firm’s business, and will work closely with Rockefeller & Co. CEO and president, Reuben Jeffery III, in supporting the firm’s delivery of best in class wealth advisory and asset management services to high net worth individuals, families and
institutions.
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