September 27, 2016 9:58 PM ET

Capital Markets

Company Overview of Rockefeller & Co., Inc.

Company Overview

Rockefeller & Co., Inc. is a privately owned investment manager. It provides its services to High net worth individuals, their families, family offices and related entities, funds organized as domestic or offshore (non-U.S.) companies, limited partnerships, limited liability companies or other types of legal entities; U.S. registered investment companies; Trusts and other fiduciary accounts , Foundations, endowments, charitable and other nonprofit institutions; Taxable and tax-exempt accounts, and Sovereign Nation(s). The firm manages separate client-focused equity and fixed income portfolios. The firm invests in the public equity markets across the globe. It invests in the fixed income m...

10 Rockefeller Plaza

New York, NY 10020

United States

Founded in 1882





Key Executives for Rockefeller & Co., Inc.

President, Chief Executive Officer, and Member of the Board
Age: 63
Chief Financial Officer and Managing Director
Chief Operating Officer and Managing Director
Chief Investment Officer, Managing Director, and Portfolio Manager
Chief Administrative Officer, Secretary, Managing Director, and General Counsel
Compensation as of Fiscal Year 2016.

Rockefeller & Co., Inc. Key Developments

Rockefeller & Co., Inc. Names Kara Valentine as Vice President and Director of Marketing

Rockefeller & Co., Inc. announced the recent hire of Kara Valentine as Vice President and Director of Marketing. Prior to joining Rockefeller, Ms. Valentine led marketing and brand strategy for Dynasty Financial Partners. Prior to that position, she spent over 20 years in senior, client-oriented marketing roles at U. S. Trust, Merrill Lynch Wealth Management, and Morgan Stanley.

Rockefeller & Co. Appoints Karen Wawrzaszek as Managing Director and Senior Advisor

Rockefeller & Co., Inc. announced the recent hire of Karen Wawrzaszek as a Managing Director and Senior Advisor in the firm's Washington, D.C. office. Prior to joining Rockefeller, Ms. Wawrzaszek was a Managing Director and head of the Washington, D.C. office for Pitcairn. Ms. Wawrzaszek, who is a Certified Financial Planner, advises multi-generational families on wealth strategies and investment planning.

Rockefeller & Co., Inc. Appoints John Pettenati as Managing Director to Head New Business Development

Rockefeller & Co., Inc. appointed John Pettenati as a managing director to head a new business development at the company, specifically mandated to expand the firm's interface with the New York metropolitan area and beyond. Prior to joining Rockefeller, Pettenati was a managing director and business development officer at Fiduciary Trust Company International for 11 years. Previously, he spent many years with the Bank of New York and with Chemical Bank.

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