Greg Fleming
person on 1 show · 7 statements across 2 episodes · said 2 times in 1 episodes since 2023
On the record as a speaker too: Greg Fleming across every show, appearances and statements → this page counts the times other people say the name.
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Capital Allocators 2
2023 2 mentions in 1 episode
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7 statements about Greg Fleming, every show
Jennifer Prosek: Rockefeller Capital Offers Unmatched Hospitality in Wealth Management
“Does anyone else in wealth management do that? The answer is no.”
Fleming: Advised Derek Jeter on assembling Miami Marlins ownership group
“Derek had some very clear ideas on which part of the country he wanted to be in, and at some point, the Miami franchise was on the market, and we spent a lot of time, talk about getting to know somebody, six, seven, eight months in intensive
Effort to put a gr…”
Fleming: Viking Global backed Rockefeller Capital shortly after Morgan Stanley exit
“Our private equity partner is Viking through their private vehicle, and they've been great partners. They and I talked about doing something like this virtually from the first month or two I left Morgan Stanley.”
Fleming: Large wealth firms struggle to integrate advisory with family office services
“Very few people in the industry have both legs of that stool. The big firms have it, but it's very hard for them to make it work together because they're such big firms. And most of the smaller firms are in one or the other, but not trying to bring it all toge…”
Fleming: Gorman's wealth management push successfully differentiated Morgan Stanley
“I thought the business model that James had started to put together was the right one. They had asset management, they had wealth management, they had the investment bank. But the wealth management to me was a key part Of what could differentiate them, and no …”
Fleming: Appointed youngest co-president in Merrill Lynch history in 2007
“Because when I was made co-president in 2007, I was the youngest president, I think, in the history of Merrill Lynch.”