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.
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| 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 |
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Search index refreshed September 20, 2026. This is not a verification date for historical records.
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