FIRM PROFILE
Rockefeller Capital Management
Rockefeller Capital Management offers wealth management through Rockefeller Global Family Office, alongside investment management and investment banking businesses. Its wealth teams describe investment advisory, wealth strategy, family office solutions, trustee services, philanthropy, lifestyle advisory, and financial education for the next generation.
Investment advisoryWealth strategyFamily office solutionsTrustee servicesPhilanthropic advisoryLifestyle advisoryNext generation financial education
6linked professional records
6researched profiles
1listed office cities
THE PEOPLE CONNECTED TO THIS FIRM
Compare your conversations Explore linked advisors & professionals.
A directory relationship is not confirmation of current employment, registration, or availability. Open the profile’s source and verify with the firm.
Explore a listed cityDallas, Texas3
| Professional | Firm & role | Office | Focus | Shortlist |
|---|---|---|---|---|
CP Caleb PorterResearched profile | Rockefeller Capital ManagementPrivate Advisor, Managing Director | Office not confirmedNot recorded | Investment management | |
GR Greg RhodesResearched profile | Rockefeller Capital ManagementPrivate Advisor, Managing Director | DallasTexas | Family wealth | |
JB James B. MarchettiResearched profile | Rockefeller Capital ManagementPrivate Advisor, Managing Director | Office not confirmedNot recorded | Wealth management | |
JL James L. MarchettiResearched profile | Rockefeller Capital ManagementPrivate Advisor, Senior Vice President | Office not confirmedNot recorded | Investment management | |
JB John BazanResearched profile | Rockefeller Capital ManagementPrivate Advisor, Senior Vice President | DallasTexas | Wealth management | |
TW Tim WhiteResearched profile | Rockefeller Capital ManagementPrivate Advisor, Managing Director | DallasTexas | Goals-based planning |
Search index refreshed September 20, 2026. This is not a verification date for historical records.
A LITTLE CLARITY. A NEW POSSIBILITY.LET’S FIND YOUR STARTING POINT
Your next chapter deserves a thoughtful start.
A clearer plan starts with the right conversation. Explore advisors around your goals, then choose your next step.
Free to exploreYou control who hears from you