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Rockefeller Capital Management Welcomes the Hassan Group to the Northeast Division of its Rockefeller Global Family Office

Retrieved on: 
Thursday, August 18, 2022
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Rockefeller Capital Management today announced that The Hassan Group, a respected advisory team, had joined the firms Rockefeller Global Family Office.

Key Points: 
  • Rockefeller Capital Management today announced that The Hassan Group, a respected advisory team, had joined the firms Rockefeller Global Family Office.
  • Earlier in the week, Rockefeller also welcomed theUgroup to its Southeast Division.
  • Rockefeller Capital Management was established in 2018 as a leading independent, privately-owned financial services firm.
  • As of June 30, 2022, the Firm was responsible for approximately $90 billion in client assets across its three business segments, the Rockefeller Global Family Office, Rockefeller Asset Management and Rockefeller Strategic Advisory.

Rockefeller Capital Management Continues Growth of Private Wealth Business With Addition of the Atlantic Group

Retrieved on: 
Friday, November 12, 2021
Consulting, Other Professional Services, Professional Services, Finance, European-Atlantic Group, Wales men's national field hockey team, Wealth, Rockefeller, High-net-worth individual, BB, Atlantic Records Group, Research, Securities research, Company, Wealth management, Howland Capital Management, Gandhi Global Family, Financial services

Rockefeller Capital Management (Rockefeller or the Firm) today announced the expansion of its Private Wealth Management platform with the addition of The Atlantic Group.

Key Points: 
  • Rockefeller Capital Management (Rockefeller or the Firm) today announced the expansion of its Private Wealth Management platform with the addition of The Atlantic Group.
  • The Atlantic Group is led by Peter Clarke, Managing Director and Private Wealth Advisor, Drew Karr, Managing Director and Private Wealth Advisor, and Neva Hagopian, Managing Director and Private Wealth Advisor.
  • We are pleased to continue to extend the Rockefeller name across the United States, said Chris Dupuy, President of Private Wealth Management and Co-Head of the Global Family Office for Rockefeller.
  • As of November 1st, 2021, the Firm is responsible for over $85 billion in client assets across its three business segments, the Rockefeller Global Family Office, which includes both the Private Wealth Management and Family Office businesses, Rockefeller Asset Management and Rockefeller Strategic Advisory.

Rockefeller Capital Management Appoints Christopher Dupuy and Timothy O’Hara as Co-Heads of the Rockefeller Global Family Office

Retrieved on: 
Wednesday, November 3, 2021
Consulting, Professional Services, Human Resources, Finance, Alexander Fleming Biomedical Sciences Research Center, Mizoram Co-operative Apex Bank, Wealth, Wales men's national field hockey team, Industry, Patient, Special, Multi-divisional form, Sculptor Capital Management, Wealth management, Rockefeller, Technology, Morgan Stanley, Economic and Technology Co-operation Agreement, Investment management, Focus Financial Partners, Merrill (company), Company, CEO, Growth, Bank of America, High-net-worth individual, Bank, Management, Financial services, Pharmaceutical industry

Rockefeller Capital Management (Rockefeller or the Firm) today announced the appointment of Christopher Dupuy and Timothy OHara as Co-Heads of the Rockefeller Global Family Office.

Key Points: 
  • Rockefeller Capital Management (Rockefeller or the Firm) today announced the appointment of Christopher Dupuy and Timothy OHara as Co-Heads of the Rockefeller Global Family Office.
  • Michael Outlaw was appointed to a newly created role as the National Field Director for the Rockefeller Global Family Office, reporting to the Co-Heads Dupuy and OHara.
  • Timothy OHara, in addition to his role as President of the Firms Family Office, will become Co-Head of the Rockefeller Global Family Office, and will continue to report to Fleming.
  • Michael Outlaw, who is currently a Divisional Director in Private Wealth Management, will become National Field Director for the Rockefeller Global Family Office, reporting to Dupuy and OHara.