Rockefeller Capital Management

We were pleased to mark the closing of our 2026 Emerging Talent Program with this outstanding group of first-year Analysts. Since September, they have built meaningful connections across the firm and demonstrated a strong commitment to their professional development.    We look forward to their continued growth and contributions at Rockefeller.

We are pleased to welcome Coplin Wealth Partners to Rockefeller Global Family Office, marking our strategic expansion into Naples, Florida. The team brings more than 25 years of experience advising multigenerational ultra-high-net-worth and high-net-worth families, along with deep ties to the local community. Their addition extends our presence across Florida and strengthens our ability to serve clients locally. Read the full announcement: https://lnkd.in/ey6VwE3v. To learn more about the team, visit: https://lnkd.in/eu8mWdFp.

We are pleased to welcome Anousheh Ansari to the Board of Directors of Rockefeller Capital Management. Anousheh is a globally respected entrepreneur and technology leader whose career has been defined by building and governing organizations at moments of profound change. As CEO of the XPRIZE Foundation, she has led large scale efforts to accelerate breakthrough solutions across climate, health, and advanced technologies. At a time when technology and artificial intelligence are reshaping markets and institutions at an unprecedented pace, Anousheh brings a perspective grounded in long term thinking, thoughtful governance, and responsible innovation. Her insight will be a meaningful addition to our Board as we continue to build an enduring firm. Read the full announcement here: https://lnkd.in/eg4i-egt.

Nintzel Wealth Partners have established themselves as trusted partners in helping their clients navigate the complexities of wealth. We look forward to partnering with them to provide customized advice and sophisticated solutions to their high-net-worth and ultra-high-net-worth clients. https://lnkd.in/emEesfPP

In the latest episode of Genius Loves Company, Chief Client Officer Laura Esposito sits down with Alison Schachter, CPA, MBA, Chief Financial Officer of Rockefeller Capital Management. Alison shares her path from accounting and early‑stage growth environments to leading Rockefeller’s finance organization, reflecting on the experiences that shaped her leadership style. The conversation explores resilience, adaptability, and the importance of translating complexity into clarity while building a world-class finance function. Listen to the full episode here: https://lnkd.in/eXMXS7UM

We are pleased to welcome Meridian Wealth Partners, based in Birmingham, MI, to Rockefeller Global Family Office. The team brings decades of experience supporting high- and ultra-high-net-worth individuals and families with their dynamic needs, and we look forward to working alongside them as we continue to provide strategic advice and sophisticated solutions to our growing base of discerning clients, families, and businesses across the United States. https://lnkd.in/eymTipee.

When trade routes become leverage, markets can reprice fast. In this month’s CIO Monthly Perspective, "Crude Calculations," Chief Investment Officer Jimmy Chang analyzes how dueling blockades and restricted passage through critical trade routes can create nonlinear downside risks for the global economy. He highlights a key tension: equity markets have behaved as if normalization is assured, even as physical shortages and supply chain stress build abroad. The report also outlines potential structural shifts that may accelerate investment across energy transport, production, and critical inputs. Read the full report for key themes, signposts, and portfolio positioning considerations: https://lnkd.in/etGHfA5x

What does it take to build and lead a company through periods of profound change? In this episode of our series, The Blueprint, Edmund F. Murphy III, President and CEO of Empower, sits down with Rockefeller CEO Gregory J. Fleming for a wide-ranging conversation spanning Ed’s career and journey to taking the helm of Empower, and his experience leading through multiple strategic acquisitions while maintaining an entrepreneurial and collaborative culture.  Ed also shares his perspective on the future of the retirement landscape, particularly with the introduction of private markets in retirement portfolios, the role AI will play in financial services, and the advice he gives to young professionals navigating an increasingly fast-changing world: “be comfortable with ambiguity.”    Watch the full episode here: https://lnkd.in/ekk9unaG

Palo Alto sits at the center of a dynamic ecosystem spanning technology, business and entrepreneurship, and is a significant driver of innovation in the United States.  We are pleased to welcome Anderson Gannon Wealth Partners, who bring decades of experience delivering highly customized wealth management strategies and thoughtful guidance to the ultra- and high-net-worth individuals and families, and will be great partners as we continue to expand our presence in the Bay Area and beyond. https://lnkd.in/e9jaWQ4n.

We are pleased to welcome Post Oak Wealth Partners to Rockefeller Global Family Office.  Highly regarded in the industry, Post Oak Wealth Partners has a long track record of guiding ultra- and high-net-worth individuals, families, business owners and entrepreneurs through complexity across the lifecycle of wealth. We look forward to partnering with this accomplished group as we continue to strengthen our presence in the Houston area and beyond. https://lnkd.in/ezus8RiN.