Rockefeller Capital Management
5 statements across 2 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement Mar 16, 2020 by Greg Fleming · said 26 times in 4 episodes since 2020 · across every show →
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brought up most by Greg Fleming (17), Ted Seides (6), Jennifer Prosek (2)
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2025 1 mention in 1 episode
2024 2 mentions in 1 episode
2023 3 mentions in 1 episode
Everything said about Rockefeller Capital Management, oldest first
Mar 16, 2020 positive
Mar 16, 2020
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…”
Mar 16, 2020 neutral
Fleming: Rockefeller's fastest growth is in external manager allocations
“The business that we've grown the most since we bought the firm is more external because that's the model they're used to. So if we hire a team from Merrill Lynch or Morgan Stanley, UBS, JP Morgan, they're used to more of an external manager model.”
Mar 16, 2020 bullish
Fleming: Rockefeller plans footprint in 10 to 20 wealth centers within five years
“And the four or five year strategy is to have A reasonable set of capabilities in 1015, 20 wealth centers in the country, and the products and services that we built to serve those clients and private wealth advisors will then be commensurate in terms of the i…”