Jason Kotik
Portfolio Manager-Equities at Rockefeller & Co. LLC
Profile
Mr. Jason B.
Kotik, CFA, is a Portfolio Manager at Rockefeller & Co. LLC.
He is Managing Director and Portfolio Manager.
Mr. Kotik is responsible for the U.S.
Small and Smid Cap business for Rockefeller Asset Management.
Prior to joining Rockefeller in June 2022, He served as Lead Portfolio Manager for Aberdeen Standard Investments Small Cap Core strategy.
Prior to joining Aberdeen, Mr. Kotik was an Equity Research Analyst at Allied Investment Advisors.
Mr. Kotik began his career at T.
Rowe Price.
He received a B.S.
in Business from the University of Delaware and a M.A.
in Business from John’s Hopkins University and is a Chartered Financial Analyst charterholder.
Jason Kotik active positions
Companies | Position | Start |
---|---|---|
Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, do-business-as Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a direct subsidiary of RFS OPCO LLC, which is owned by Rockefeller Capital Management LP. RAM provides investment advisory services to institutional clients, intermediaries and high net-worth individuals and families. | Portfolio Manager-Equities | 31/05/2022 |
Former positions of Jason Kotik
Companies | Position | End |
---|---|---|
abrdn, Inc.
abrdn, Inc. Investment ManagersFinance abrdn, Inc. is SEC-registered investment advisor and mutual fund manager headquartered in Philadelphia, Pennsylvania. Founded in 1995, the firm was formerly known as Aberdeen Asset Management, Inc. and as Aberdeen Standard Investments, Inc. until it became abrdn, Inc. in 2022. They are a subsidiary of abrdn Holdings Ltd., ultimately held by abrdn Plc (LON: ABDN) in Great Britain. abrdn provides investment products and solutions to various clients across the world. | Director of Investments | 31/05/2022 |
NWD Investments
NWD Investments Investment ManagersFinance A subsidiary of Nationwide Financial Services Inc. (NYSE: NFS), NWD Investments, formerly Gartmore Global Investments, Inc. (GGI), provides global investment services to institutional clients based in North America. The firm offers a range of investment capabilities, including alternative investments, global equity and fixed-income equity products, regional portfolios, currency overlay and cash management. Its products are geared toward corporate and public pension funds, insurance companies, endowments, foundations and mutual fund companies in the US. In addition, NWD offers high-yield, small-cap growth and large-cap core products for institutional clients. | Analyst-Equity | 29/09/2007 |
Wilmington Trust Investment Advisors, Inc.
Wilmington Trust Investment Advisors, Inc. Investment ManagersFinance Wilmington Trust Investment Advisors, Inc. (WTIA) is a mutual fund manager and registered investment advisor headquartered in Wilmington, Delaware. The firm was founded as MTB Investment Advisors, Inc. in 1995 as the result of a merger between Allied Investment Advisors and M&T Asset Management. In 2012, their name was changed to WTIA. The firm is a wholly-owned subsidiary of Manufacturers and Traders Trust Co. (M&T Bank), which is owned by M&T Bank Corp. (NYSE: MTB). WTIA principally provides investment management services to institutional clients. They also serve as sub-advisor to the Wilmington Funds, a family of mutual funds. | Analyst-Equity | 30/10/2000 |
T. Rowe Price Associates, Inc. (Investment Management)
T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Corporate Officer/Principal | - |
Training of Jason Kotik
University of Delaware | Undergraduate Degree |
The Johns Hopkins University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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NWD Investments
NWD Investments Investment ManagersFinance A subsidiary of Nationwide Financial Services Inc. (NYSE: NFS), NWD Investments, formerly Gartmore Global Investments, Inc. (GGI), provides global investment services to institutional clients based in North America. The firm offers a range of investment capabilities, including alternative investments, global equity and fixed-income equity products, regional portfolios, currency overlay and cash management. Its products are geared toward corporate and public pension funds, insurance companies, endowments, foundations and mutual fund companies in the US. In addition, NWD offers high-yield, small-cap growth and large-cap core products for institutional clients. | Finance |
Wilmington Trust Investment Advisors, Inc.
Wilmington Trust Investment Advisors, Inc. Investment ManagersFinance Wilmington Trust Investment Advisors, Inc. (WTIA) is a mutual fund manager and registered investment advisor headquartered in Wilmington, Delaware. The firm was founded as MTB Investment Advisors, Inc. in 1995 as the result of a merger between Allied Investment Advisors and M&T Asset Management. In 2012, their name was changed to WTIA. The firm is a wholly-owned subsidiary of Manufacturers and Traders Trust Co. (M&T Bank), which is owned by M&T Bank Corp. (NYSE: MTB). WTIA principally provides investment management services to institutional clients. They also serve as sub-advisor to the Wilmington Funds, a family of mutual funds. | Finance |
T. Rowe Price Associates, Inc. (Investment Management)
T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Finance |
abrdn, Inc.
abrdn, Inc. Investment ManagersFinance abrdn, Inc. is SEC-registered investment advisor and mutual fund manager headquartered in Philadelphia, Pennsylvania. Founded in 1995, the firm was formerly known as Aberdeen Asset Management, Inc. and as Aberdeen Standard Investments, Inc. until it became abrdn, Inc. in 2022. They are a subsidiary of abrdn Holdings Ltd., ultimately held by abrdn Plc (LON: ABDN) in Great Britain. abrdn provides investment products and solutions to various clients across the world. | Finance |
Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, do-business-as Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a direct subsidiary of RFS OPCO LLC, which is owned by Rockefeller Capital Management LP. RAM provides investment advisory services to institutional clients, intermediaries and high net-worth individuals and families. | Finance |
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