Rockefeller & Co., Inc. Employee Directory

Financial ServicesNew York, United States201-500 Employees

Rockefeller & Co., Inc. is a global financial services firm focused on asset management and investment advisory activities, headquartered at 10 Rockefeller Plaza, Floor 3, New York, NY 10020, United States. It provides investment management and wealth advisory services to a range of clients including institutions, foundations and endowments, nonprofits, ultra-high net worth individuals, trusts and families. The firm describes its approach as bottom-up investing with no geographic limits and maintains global relationships; its areas of expertise include asset management, investment advisory, family office services, alternative investments, trust services and wealth planning. Rockefeller traces its origins to the Rockefeller family’s private investment office and was founded in 2018, evolving into a diversified global financial services company. It reportedly manages about $18.3 billion in client assets under advisement as of December 31, 2017 (comprising roughly $12.7 billion in assets under management and about $5.6 billion in advisory assets) and employs between 201 and 500 people.

Find Rockefeller & Co., Inc. employees' phone numbers or email addresses

Rockefeller & Co., Inc. Global Highlights

Location
Employees

North America
99

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  • United States Of America
    99

Asia
1

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  • Turkey
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Rockefeller & Co., Inc.'s Leadership

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    T. M.
    Chief Compliance Officer And Counsel
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    D. J.
    Chief Investment Officer
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    T. S.
    Chief Marketing Officer
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    D. R.
    Vice President - Portfolio Strategist
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    A. H.
    Head Of Philanthropy Advisory
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    C. S.
    Founder
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    A. P.
    Owner
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    B. W.
    Owner
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Rockefeller & Co., Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Banking
  • Business
  • Entrepreneurship
  • Finance
  • Other

Contact profiles from Rockefeller & Co., Inc.

Name
Title
Contact Info
Location
Last Update
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    T. M. I.
    Managing Director
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    United StatesConnecticut
    Apr 15, 2026
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    A. K.
    Managing Director , Private Wealth Advisor
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    Oct 23, 2024
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    B. T.
    Divisional Director - Pwm
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    Oct 22, 2024
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    C. Q.
    Managing Director
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    Oct 17, 2024
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    J. C. O.
    Managing Director And Senior Advisor
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    Nov 26, 2024
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    M. S.
    Managing Director , Private Wealth Advisor
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    Oct 23, 2024
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    R. C.
    Director Of Private Placements
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    Oct 17, 2024
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    V. L.
    Portfolio Manager
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    United StatesNew Jersey
    Apr 16, 2026
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    N. S.
    Marketing Manager
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    United StatesNew York
    Apr 16, 2026
  • Stylized image of a person
    B. L.
    Portfolio Manager
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    Oct 16, 2024

Frequently Asked Questions

What is Rockefeller & Co., Inc. known for?

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Rockefeller & Co., Inc. operates in the Financial Services industry. The company's main headquarters is located in 10 Rockefeller Plaza Floor 3 New York, New York 10020 United States. Explore Rockefeller & Co., Inc.'s company overview page for more information.

What is Rockefeller & Co., Inc.'s most common email format?

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Rockefeller & Co., Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Rockefeller & Co., Inc. email formats with LeadIQ.

How many employees does Rockefeller & Co., Inc. have currently?

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Rockefeller & Co., Inc. has approximately 201 employees as of March 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Rockefeller & Co., Inc.'s key employees and leadership?

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As of March 2026, Rockefeller & Co., Inc.'s key employees include:

  • Chief Compliance Officer And Counsel: T. M.
  • Chief Investment Officer: D. J.
  • Chief Marketing Officer: T. S.
  • Vice President - Portfolio Strategist: D. R.
  • Head Of Philanthropy Advisory: A. H.

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