Victor Lee
Portfolio Manager-Equities at Rockefeller & Co. LLC
Active connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Michael Duk Hee Seo | M | - |
Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, dba Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of RFS OPCO LLC, owned by Rockefeller Capital Management LP. RAM provides investment advisory services to families and individuals, institutional investors, and corporations.
Rockefeller & Co., Inc.
Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world.
The Leonard N Stern School of Business
| 28 years |
David Peter Harris | M | - |
Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, dba Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of RFS OPCO LLC, owned by Rockefeller Capital Management LP. RAM provides investment advisory services to families and individuals, institutional investors, and corporations.
Rockefeller & Co., Inc.
Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world. | 25 years |
Jimmy C. Chang | M | - |
Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, dba Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of RFS OPCO LLC, owned by Rockefeller Capital Management LP. RAM provides investment advisory services to families and individuals, institutional investors, and corporations.
Rockefeller & Co., Inc.
Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world. | 20 years |
Greg Fleming | M | 61 |
Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, dba Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of RFS OPCO LLC, owned by Rockefeller Capital Management LP. RAM provides investment advisory services to families and individuals, institutional investors, and corporations.
Rockefeller & Co., Inc.
Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world. | 6 years |
Casey Collins Clark | M | - |
Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, dba Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of RFS OPCO LLC, owned by Rockefeller Capital Management LP. RAM provides investment advisory services to families and individuals, institutional investors, and corporations. | 5 years |
Jose Garza | M | - |
Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, dba Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of RFS OPCO LLC, owned by Rockefeller Capital Management LP. RAM provides investment advisory services to families and individuals, institutional investors, and corporations. | 3 years |
Trey Sindall | M | - |
Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, dba Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of RFS OPCO LLC, owned by Rockefeller Capital Management LP. RAM provides investment advisory services to families and individuals, institutional investors, and corporations.
Rockefeller & Co., Inc.
Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world. | 6 years |
Jason Kotik | M | 55 |
Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, dba Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of RFS OPCO LLC, owned by Rockefeller Capital Management LP. RAM provides investment advisory services to families and individuals, institutional investors, and corporations. | 2 years |
Scott Galloway | M | 59 |
The Leonard N Stern School of Business
| 22 years |
Adam D. Compton | M | 59 |
Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, dba Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of RFS OPCO LLC, owned by Rockefeller Capital Management LP. RAM provides investment advisory services to families and individuals, institutional investors, and corporations. | 4 years |
Avery Sheffield | F | - |
Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, dba Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of RFS OPCO LLC, owned by Rockefeller Capital Management LP. RAM provides investment advisory services to families and individuals, institutional investors, and corporations. | 4 years |
Rolando Morillo | M | - |
Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, dba Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of RFS OPCO LLC, owned by Rockefeller Capital Management LP. RAM provides investment advisory services to families and individuals, institutional investors, and corporations. | - |
Tim Skiendzielewski | M | 43 |
Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, dba Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of RFS OPCO LLC, owned by Rockefeller Capital Management LP. RAM provides investment advisory services to families and individuals, institutional investors, and corporations. | 1 years |
Jeffrey R. Nathan | M | - |
Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, dba Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of RFS OPCO LLC, owned by Rockefeller Capital Management LP. RAM provides investment advisory services to families and individuals, institutional investors, and corporations. | 1 years |
Rose Sojung Lee | F | - |
Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, dba Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of RFS OPCO LLC, owned by Rockefeller Capital Management LP. RAM provides investment advisory services to families and individuals, institutional investors, and corporations. | 2 years |
Jason Stern | M | - |
Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, dba Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of RFS OPCO LLC, owned by Rockefeller Capital Management LP. RAM provides investment advisory services to families and individuals, institutional investors, and corporations. | 4 years |
Connections Chart
Multi-company connection
Former connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Jake Viet Tran | M | - |
Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, dba Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of RFS OPCO LLC, owned by Rockefeller Capital Management LP. RAM provides investment advisory services to families and individuals, institutional investors, and corporations.
Rockefeller & Co., Inc.
Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world. | 4 years |
Mark A. Iannarelli | M | - |
Rockefeller & Co., Inc.
Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world.
Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, dba Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of RFS OPCO LLC, owned by Rockefeller Capital Management LP. RAM provides investment advisory services to families and individuals, institutional investors, and corporations. | 9 years |
David Kyu Song | M | - |
Rockefeller & Co., Inc.
Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world.
Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, dba Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of RFS OPCO LLC, owned by Rockefeller Capital Management LP. RAM provides investment advisory services to families and individuals, institutional investors, and corporations. | 6 years |
Brian McNamara | M | - |
Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, dba Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of RFS OPCO LLC, owned by Rockefeller Capital Management LP. RAM provides investment advisory services to families and individuals, institutional investors, and corporations.
Rockefeller & Co., Inc.
Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world. | 2 years |
Louie Sobong | M | - |
Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, dba Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of RFS OPCO LLC, owned by Rockefeller Capital Management LP. RAM provides investment advisory services to families and individuals, institutional investors, and corporations.
Rockefeller & Co., Inc.
Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world.
The Leonard N Stern School of Business
| 22 years |
Matt Gelfand | M | - |
Rockefeller & Co., Inc.
Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world.
Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, dba Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of RFS OPCO LLC, owned by Rockefeller Capital Management LP. RAM provides investment advisory services to families and individuals, institutional investors, and corporations. | 9 years |
Nancy Fink | F | - |
Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, dba Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of RFS OPCO LLC, owned by Rockefeller Capital Management LP. RAM provides investment advisory services to families and individuals, institutional investors, and corporations.
Rockefeller & Co., Inc.
Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world. | 35 years |
Ron R. Macleod | M | - |
Rockefeller & Co., Inc.
Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world. | 2 years |
Nick Markola | M | - |
The Leonard N Stern School of Business
| 3 years |
Meredith Block | F | - |
Rockefeller & Co., Inc.
Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world.
Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, dba Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of RFS OPCO LLC, owned by Rockefeller Capital Management LP. RAM provides investment advisory services to families and individuals, institutional investors, and corporations. | 6 years |
Stefan Bernhard Langer | M | - |
Rockefeller & Co., Inc.
Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world.
Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, dba Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of RFS OPCO LLC, owned by Rockefeller Capital Management LP. RAM provides investment advisory services to families and individuals, institutional investors, and corporations. | 9 years |
Brad Hunnewell | M | - |
Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, dba Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of RFS OPCO LLC, owned by Rockefeller Capital Management LP. RAM provides investment advisory services to families and individuals, institutional investors, and corporations.
Rockefeller & Co., Inc.
Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world. | 1 years |
Chin Jonathan | M | - |
The Leonard N Stern School of Business
| 4 years |
Xuan Sun | M | 48 |
The Leonard N Stern School of Business
| 6 years |
David Kim | M | - |
Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, dba Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of RFS OPCO LLC, owned by Rockefeller Capital Management LP. RAM provides investment advisory services to families and individuals, institutional investors, and corporations.
Rockefeller & Co., Inc.
Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world. | 1 years |
Kam T. Poon | M | - |
The Leonard N Stern School of Business
| 12 years |
Victoria T. Melendez | F | - |
Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, dba Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of RFS OPCO LLC, owned by Rockefeller Capital Management LP. RAM provides investment advisory services to families and individuals, institutional investors, and corporations.
Rockefeller & Co., Inc.
Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world. | 23 years |
Albert C. Yuen | M | - |
Rockefeller & Co., Inc.
Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world. | 7 years |
Andrew M. Kello | M | - |
Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, dba Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of RFS OPCO LLC, owned by Rockefeller Capital Management LP. RAM provides investment advisory services to families and individuals, institutional investors, and corporations.
Rockefeller & Co., Inc.
Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world. | 16 years |
Jonathan Isaac Dubroff | M | - |
The Leonard N Stern School of Business
| 8 years |
Christopher Crosby | M | - |
Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, dba Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of RFS OPCO LLC, owned by Rockefeller Capital Management LP. RAM provides investment advisory services to families and individuals, institutional investors, and corporations.
Rockefeller & Co., Inc.
Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world. | 4 years |
Kabir Kochhar | M | - |
The Leonard N Stern School of Business
| 4 years |
Vadim Komissarov | M | 52 |
The Leonard N Stern School of Business
| 2 years |
John Neamonitis | M | - |
The Leonard N Stern School of Business
| 4 years |
Bradley Fu | M | 39 |
The Leonard N Stern School of Business
| 4 years |
Susan K. Staub | F | - |
The Leonard N Stern School of Business
| 3 years |
Enrique Linares Plaza | M | - |
The Leonard N Stern School of Business
| 2 years |
Nina Baryski | F | 40 |
The Leonard N Stern School of Business
| 4 years |
Paul Pozin | M | - |
The Leonard N Stern School of Business
| 4 years |
Nichole Eileen Heidrick | F | - |
The Leonard N Stern School of Business
| 2 years |
Allan J. Boomer | M | - |
The Leonard N Stern School of Business
| 2 years |
William Cadigan | M | - |
The Leonard N Stern School of Business
| 3 years |
Leeming Choong | F | - |
The Leonard N Stern School of Business
| 2 years |
Jing Wei Zhang | M | 56 |
The Leonard N Stern School of Business
| 4 years |
Rachel Lemberg | F | - |
The Leonard N Stern School of Business
| 2 years |
Paula (Suh) You | F | - |
The Leonard N Stern School of Business
| 2 years |
Ram shenoy | M | - |
The Leonard N Stern School of Business
| 2 years |
Groner eli | M | - |
The Leonard N Stern School of Business
| 2 years |
Thomas Gray | M | - |
The Leonard N Stern School of Business
| 2 years |
steven cohen | M | - |
The Leonard N Stern School of Business
| 4 years |
Vivek Jindal | M | - |
The Leonard N Stern School of Business
| 4 years |
Korsten Robert Eric | M | - |
The Leonard N Stern School of Business
| 2 years |
Seb D'Avanzo | M | - |
The Leonard N Stern School of Business
| 2 years |
Chen Yang Wei | M | 51 |
The Leonard N Stern School of Business
| 3 years |
Jim Rowley | M | - |
The Leonard N Stern School of Business
| 2 years |
Wen Jun Sun | M | 58 |
The Leonard N Stern School of Business
| 2 years |
Shakeel Rangrez | M | - |
The Leonard N Stern School of Business
| 2 years |
David Perkal | M | - |
The Leonard N Stern School of Business
| 2 years |
Alana Mag | F | - |
The Leonard N Stern School of Business
| 4 years |
Zachary L. Venegas | M | 53 |
The Leonard N Stern School of Business
| 2 years |
Ari Dean Sass | M | - |
The Leonard N Stern School of Business
| 3 years |
Bill Lee | M | - |
The Leonard N Stern School of Business
| 2 years |
Shao Qing Jiang | M | 50 |
The Leonard N Stern School of Business
| 2 years |
Paul Gulberg | M | - |
The Leonard N Stern School of Business
| 3 years |
Michael Shlisky | M | - |
The Leonard N Stern School of Business
| 4 years |
Kevin Martin Lydon | M | - |
The Leonard N Stern School of Business
| 3 years |
Chaim J. Schneider | M | - |
The Leonard N Stern School of Business
| 2 years |
Jason Finger | M | - |
The Leonard N Stern School of Business
| 30 years |
Matt Jenkin | M | - |
The Leonard N Stern School of Business
| 2 years |
Thomas Deierlein | M | - |
The Leonard N Stern School of Business
| 2 years |
Matthew Konosky | M | - |
The Leonard N Stern School of Business
| 2 years |
Diane Wiedinger Keady | F | 54 |
The Leonard N Stern School of Business
| 4 years |
Sung Hwan Cho | M | 49 |
The Leonard N Stern School of Business
| 2 years |
Rob Samuels | M | - |
The Leonard N Stern School of Business
| 3 years |
Rob Hinchliffe | M | - |
The Leonard N Stern School of Business
| 3 years |
Matthew Kimble | M | - |
The Leonard N Stern School of Business
| 2 years |
Joseph Berry | M | - |
The Leonard N Stern School of Business
| 2 years |
Matthew Goodman | M | 49 |
The Leonard N Stern School of Business
| 2 years |
Ethan Beard | M | - |
The Leonard N Stern School of Business
| 2 years |
Preetam Gadey | M | - |
The Leonard N Stern School of Business
| 4 years |
David Schwartz | M | 48 |
The Leonard N Stern School of Business
| 2 years |
Faizan Ghori | M | - |
The Leonard N Stern School of Business
| 4 years |
Lewis Silberman | M | 45 |
The Leonard N Stern School of Business
| 4 years |
Karim Rozwadowski | M | - |
The Leonard N Stern School of Business
| 4 years |
Dan J. Domb | M | - |
The Leonard N Stern School of Business
| 4 years |
Eduardo Hiroyuki Miyaki | M | 52 |
The Leonard N Stern School of Business
| 2 years |
Andre Haroche | M | - |
The Leonard N Stern School of Business
| 3 years |
Yan Zeng | M | 56 |
The Leonard N Stern School of Business
| 2 years |
Joel Krikston | M | - |
The Leonard N Stern School of Business
| 2 years |
Aaron Marc Rosen | M | - |
The Leonard N Stern School of Business
| 4 years |
Jay Patel | M | - |
The Leonard N Stern School of Business
| 4 years |
Kevin Koche | M | - |
The Leonard N Stern School of Business
| 4 years |
David Goodman | M | - |
The Leonard N Stern School of Business
| 4 years |
Gu Xiao Dan | M | 41 |
The Leonard N Stern School of Business
| 4 years |
Statistics
Country | Connections | % of total |
---|---|---|
United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Victor Lee
- Personal Network