Rockefeller Capital Management

Rockefeller Capital Management Names Christopher Kirk, Respected Industry Leader, as Head of Investment & Client Solutions

Retrieved on: 
Monday, March 4, 2024
Banking, Asset Management, Professional Services, Finance, Investment, New product development, Retirement, Philosophy, EVP, Capital market, Dartmouth College, Risk management, Marketing, Wellington Management Company, Merrill (company), Rockefeller Capital Management, MBA, Consultant, John Hancock Financial, Fleming, Kearney (consulting firm), Economics, Head, Distribution, Management

Rockefeller Capital Management today announced the appointment of Christopher Kirk, a respected industry leader with 30 years of experience, as Managing Director and Head of Investment & Client Solutions.

Key Points: 
  • Rockefeller Capital Management today announced the appointment of Christopher Kirk, a respected industry leader with 30 years of experience, as Managing Director and Head of Investment & Client Solutions.
  • At Rockefeller, Kirk will be a member of the firm’s Management Committee and report to Eric Heaton, Head of Finance, Risk Management, and Strategy.
  • Fleming said that Kirk will lead a newly unified organization combining the firm’s current Investment Solutions and Strategic Client Solutions groups.
  • The new group, Investment & Client Solutions, reflects the firm’s continuing commitment to offering its clients unique and differentiated investment opportunities and solutions.

UniCredit and Rockefeller Asset Management Launch onemarkets Rockefeller Global Innovation Equity Fund Focused on Identifying Companies Driving Innovation

Retrieved on: 
Friday, February 16, 2024
Finance, Consulting, Banking, Professional Services, Asset Management, Health, Rockefeller Capital Management, Life, Climate, UniCredit, Partnership

Rockefeller Asset Management (Rockefeller), the asset management arm of Rockefeller Capital Management, and UniCredit, a pan-European commercial bank with a unique service offering in Italy, Germany, Central and Eastern Europe, have partnered to launch the onemarkets Rockefeller Global Innovation Equity Fund.

Key Points: 
  • Rockefeller Asset Management (Rockefeller), the asset management arm of Rockefeller Capital Management, and UniCredit, a pan-European commercial bank with a unique service offering in Italy, Germany, Central and Eastern Europe, have partnered to launch the onemarkets Rockefeller Global Innovation Equity Fund.
  • The launch represents the first time Rockefeller has partnered with an Italian institution around the distribution of such a fund.
  • "We believe this fund is a compelling opportunity for European investors seeking to capitalize on innovation and is a truly differentiated global equity offering in the European market.”
    “At its core, our onemarkets Fund family is all about delivering bespoke, best-in-class asset management strategies to clients across our Group.
  • Our partnership with Rockefeller Asset Management goes exactly in this direction – and we’re pleased to bring their skills and expertise on board via the onemarkets Rockefeller Global Innovation Fund, which will give investors exclusive exposure to the very best in innovation,” concluded Claudia Vacanti, Head of Group Investment & Protection Products, UniCredit.

Rockefeller Global Family Office Expands Private Wealth Business in Southeast Division, Adds Variant Path Group in Charlotte, NC

Retrieved on: 
Thursday, February 8, 2024
Professional Services, Other Professional Services, Finance, Asset Management, Consulting, Banking, Transport, Education, Wealth management, Growth, Morgan Stanley, Rockefeller Capital Management, Senior, Interior design

Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management (“Rockefeller”), today announced the addition of Variant Path Group, a respected 10-person team based in Charlotte, NC.

Key Points: 
  • Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management (“Rockefeller”), today announced the addition of Variant Path Group, a respected 10-person team based in Charlotte, NC.
  • The group joins from Morgan Stanley and will report to Kristen Sario, Southeast Divisional Director of Rockefeller Global Family Office.
  • Variant Path Group was recently named to Forbes’ list of “2024 Best-in-State Wealth Management Teams.”
    “The Charlotte area is one of the fastest growing in the United States and Variant Path Group brings deep ties to the community dating back more than 60 years,” said Christopher Dupuy, President of Rockefeller Global Family Office.
  • “Variant Path Group will play a central role in bringing the Rockefeller experience to a growing number of current and future clients.”
    To learn more about Variant Path Group, visit https://www.rockco.com/variant-path-group/ .

Rockefeller Global Family Office Expands National Wealth Management Presence with Addition of Lewis Wealth Partners in Richmond, VA

Retrieved on: 
Thursday, February 1, 2024
Finance, Consulting, Banking, Professional Services, Asset Management, Senior, History, Tourism, Culture, Private, Rockefeller Capital Management

Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management (“Rockefeller”), today announced the addition of Lewis Wealth Partners – the firm’s first Private Advisor team based in Richmond, VA, the Commonwealth’s state capital – to its growing national presence.

Key Points: 
  • Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management (“Rockefeller”), today announced the addition of Lewis Wealth Partners – the firm’s first Private Advisor team based in Richmond, VA, the Commonwealth’s state capital – to its growing national presence.
  • Lewis Wealth Partners is led by Managing Directors and Private Advisors John Lewis, Joseph Bartholomew III, and Richard Blackwell as well as Senior Vice President and Private Advisor Kylie Roman.
  • The 10-person team joins from Truist and will report to Kristen Sario, Southeast Divisional Director of Rockefeller Global Family Office.
  • “We’re excited to welcome John, Joseph, Richard, Kylie, and all the members of Lewis Wealth Partners to Rockefeller,” said Sario.

Rockefeller Global Family Office Expands Northern Division with the Addition of Axiom Wealth Partners of Grand Rapids, MI

Retrieved on: 
Friday, January 12, 2024
Finance, Consulting, Banking, Professional Services, Asset Management, Wealth management, Culture, Rockefeller Capital Management, Vice, Investment

Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management (“Rockefeller”), today announced its continued expansion of its Northern Division with the addition of Axiom Wealth Partners, based in Grand Rapids, MI.

Key Points: 
  • Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management (“Rockefeller”), today announced its continued expansion of its Northern Division with the addition of Axiom Wealth Partners, based in Grand Rapids, MI.
  • Axiom Wealth Partners is led by Managing Directors and Private Advisors Jeffrey Towner, David Lund, Brett Howell, and Craig Sharp.
  • The 26-person group joins the firm from Merrill Lynch Wealth Management and will report to Brett Thelander, Northern Divisional Director of Rockefeller Global Family Office.
  • “Axiom Wealth Partners is a highly accomplished team of professionals with a reputation for excellence and integrity that aligns perfectly the Rockefeller brand and culture,” said Christopher Dupuy, President of Rockefeller Global Family Office.

Rockefeller Capital Management Welcomes Alexandra Lebenthal to Strategic Advisory

Retrieved on: 
Wednesday, January 3, 2024
Finance, Consulting, Banking, Professional Services, Asset Management, Lebenthal, Senior advisor, Woman, Sale, Houlihan Lokey, Houlihan, Merrill (company), Rockefeller Capital Management, Growth, Mergers and acquisitions, Senior

Rockefeller Capital Management (Rockefeller) today announced that Alexandra Lebenthal, a 39 -year veteran in financial services and industry leader, has joined the firm as a Managing Director and Senior Banker.

Key Points: 
  • Rockefeller Capital Management (Rockefeller) today announced that Alexandra Lebenthal, a 39 -year veteran in financial services and industry leader, has joined the firm as a Managing Director and Senior Banker.
  • In her new position, Lebenthal will lead efforts within Rockefeller Strategic Advisory, the firm’s investment banking arm, to connect with and serve financial sponsor clients as well as women led and owned businesses.
  • “I’ve known and worked with Alex Lebenthal for many years,” said Gregory J. Fleming, President and CEO of Rockefeller Capital Management.
  • Lebenthal’s appointment is the latest in a series over the past year expanding the firm’s Strategic Advisory division and building out its business advisory, financing, and transaction capabilities.

Shenkman Capital Appoints Jay Williams to Board of Directors

Retrieved on: 
Wednesday, December 13, 2023
Asset Management, Professional Services, Finance, Oscar Robertson Trophy, NBA, City University, Zicklin School of Business, Duke, Duke University, Chicago Bulls, John R. Wooden Award, History, Insurance, The New York Times, 2002–03 Chicago Bulls season, LP, Sociology, Business, Knowledge, Rockefeller Capital Management, Sport, Baruch College, Management, Nursing, Shenkman

Shenkman Capital Management, Inc. (“Shenkman”), a leading investment manager focused on the leveraged credit markets, today announced that accomplished entrepreneur and athlete Jay Williams has joined the firm’s Board of Directors (the “Board”).

Key Points: 
  • Shenkman Capital Management, Inc. (“Shenkman”), a leading investment manager focused on the leveraged credit markets, today announced that accomplished entrepreneur and athlete Jay Williams has joined the firm’s Board of Directors (the “Board”).
  • Mr. Williams brings nearly 20 years of business leadership experience to Shenkman, having stewarded multiple successful ventures at the intersection of finance, entertainment, and sports.
  • “Jay is an instantly recognizable basketball and sports personality who has been equally successful in his pursuits off the court,” said Mark Shenkman, Founder and President of Shenkman.
  • In addition to Mr. Williams, the Shenkman Board is comprised of Mark Shenkman, Justin Slatky, Chief Investment Officer of Shenkman, Victor Rosenzweig, retired partner at Olshan Frome Wolosky LLP, and Gloria Penn Thomas, professor and senior faculty member in the Zicklin School of Business at Baruch College, City University of New York.

Velocity Capital Management Acquires Parella Motorsports Holdings, the Largest Grassroots Motorsports Racing Platform in North America

Retrieved on: 
Wednesday, December 6, 2023
Motor Sports, General Entertainment, Entertainment, Sports, Circuit of the Americas, Entrepreneurship, Formula 4, Intellectual property, Ecosystem, Social media, Sony Pictures Television, Katz Broadcasting, Growth, Family, Pirelli, Rockefeller Capital Management, Family office, Sport, Sportscar Vintage Racing Association, Madison Square Garden, Velocity, Parella

Velocity Capital Management (“Velocity”), a private equity firm specializing in value-add investing in high growth companies across the sports, media, and entertainment ecosystem, today announced that its Velocity Opportunity Fund has acquired Parella Motorsports Holdings, the largest owner and operator of grassroots motorsports live events racing classifications across the U.S. and Canada.

Key Points: 
  • Velocity Capital Management (“Velocity”), a private equity firm specializing in value-add investing in high growth companies across the sports, media, and entertainment ecosystem, today announced that its Velocity Opportunity Fund has acquired Parella Motorsports Holdings, the largest owner and operator of grassroots motorsports live events racing classifications across the U.S. and Canada.
  • “After achieving accelerated growth over the past 12 years, I have been seeking the right partner to help me realize my vision for Parella Motorsports and I am thrilled to be collaborating with the Velocity team,” said Tony Parella, Chief Executive Officer of Parella Motorsports Holdings.
  • David Abrams, Co-Founder and Managing Partner of Velocity, said, “We welcome Tony and the entire Parella team to our family.
  • We have assembled an incredible group that will work with management and Velocity to execute our growth initiatives.

Roofstock Welcomes Andrew Schaffler as Chief Investment Officer

Retrieved on: 
Wednesday, December 6, 2023
Professional Services, Residential Building & Real Estate, Finance, Construction & Property, Fintech, REIT, Head, Angelo Gordon, Investment, Cornell University, CFA, Listed buildings in England, ULI, Capital market, SFR, Rockefeller Capital Management, Cohen, Management, Financial services, Roofstock, Research, Listed

Roofstock, a leading real estate services and investment platform specializing in the single-family rental (SFR) sector, is thrilled to announce the appointment of Andrew Schaffler as Chief Investment Officer.

Key Points: 
  • Roofstock, a leading real estate services and investment platform specializing in the single-family rental (SFR) sector, is thrilled to announce the appointment of Andrew Schaffler as Chief Investment Officer.
  • In this strategic role, Mr. Schaffler will lead the investment team for Roofstock Capital Management and execute research-driven fund strategies in the SFR and build-to-rent sectors.
  • "I am excited to join Roofstock and lead the fund investment team at this pivotal time for the SFR industry," said Mr. Schaffler.
  • "We are delighted to welcome Andrew Schaffler to Roofstock as our Chief Investment Officer," said Gary Beasley, CEO and co-founder of Roofstock.

Next Capital Management Strengthens Team as Top Wealth Professionals Exit Rockefeller

Retrieved on: 
Thursday, November 2, 2023
Professional Services, Data Management, Technology, Software, Finance, Asset Management, Consulting, Greycourt State Park, Rockefeller Capital Management, Spearhead, Acquisition, Rockefeller, Research, Senior, AUM, Financial services

Next Capital Management, with $1.3 billion in AUM, has announced a pair of high-profile, strategic hires.

Key Points: 
  • Next Capital Management, with $1.3 billion in AUM, has announced a pair of high-profile, strategic hires.
  • Christopher Fineburg and Teresa Armel, seasoned wealth professionals most recently with Rockefeller Global Family Office, have joined Next Capital Management as Senior Wealth Advisor and Wealth Advisor, respectively.
  • These hires represent a significant step forward for Next Capital Management, strengthening its commitment to delivering sophisticated financial services to ultra-high net worth clients.
  • “We are delighted to welcome Christopher Fineburg and Teresa Armel to Next Capital Management,” said Andrew Hart, CEO of the firm.