December 28, 2014 1:07 AM 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

Phone:

212-549-5330

Key Executives for Rockefeller & Co., Inc.

President
Age: 61
Chief Financial Officer and Managing Director
Head of the Operations and Technology Group
Chief Investment Officer and Managing Director
Chief Administrative Officer
Compensation as of Fiscal Year 2014.

Rockefeller & Co., Inc. Key Developments

Rockefeller & Co., Inc. Names Charles S. Willauer as Senior Vice President

Rockefeller & Co., Inc. announced the recent hire of Charles S. Willauer. Charlie joins Rockefeller & Co.'s Boston office as a Senior Vice President working with high net worth families and institutions. Prior to joining Rockefeller & Co., Charlie was a Senior Managing Director with Windhaven Investment Management, where in addition to advising private clients and institutions, he managed the firm's Relationship Management Group. As Principal at Windhaven's predecessor company, Windward Investment Management, Charlie served on the investment committee, in addition to working with institutional and family clients. Charlie spent the first twelve years of his career in the oceanographic technology industry.

Rockefeller & Co., Inc. Hires Neil Craig as Senior Vice President

Rockefeller & Co., Inc. announced the recent hire of Neil Craig. Neil joins Rockefeller & Co. as a Senior Vice President representing Rockefeller's investment products and services to institutional clients and investment consultants. Prior to rejoining the company in 2014, Neil was a Managing Director of Attalus Capital, where he handled new business development efforts targeting western North American and Canadian institutional markets. Neil has held sales positions at The Bank of New York Mellon Corporation, Sandell Asset Management Corporation, Commonfund Securities, Inc. and Citicorp. He previously worked at the company from 1997 to 2001 as a Director.

Rockefeller Financial Presents at Fourth Annual Investment Management Summit, Oct-31-2013 04:15 PM

Rockefeller Financial Presents at Fourth Annual Investment Management Summit, Oct-31-2013 04:15 PM. Venue: NYSE Euronext, 2 Broad Street (Entrance), New York, NY 10005, United States. Speakers: John Cornelius O’Hara, Managing Director and Senior Advisor.

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