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Last updated on Aug. 18, 2017
    • $10.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
    • $3.6M
      Estimated Average Account Balance


Firm Services

There is no Services data available to display at this time.

Firm Client types


Current Advisors

# of advisors


name start date
Matthew David Gelfand
February 2012

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Rockefeller Fund Managers, LLC -- --
    Rockefeller Partnership Services, Inc. -- --
    Rockefeller Trust Company, N.A. -- --
    The Rockefeller Trust Company (Delaware) -- --



      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      David Jr. Rockefeller Chairman Of The Board October, 2016 less than 5%
      Colin Goetz Campbell Director September, 2003 less than 5%
      Reuben Jeffery Iii President, Chief Executive Officer And Director September, 2010 less than 5%
      Yvette Marie Garcia Vice President, Secretary & General Counsel February, 2012 less than 5%
      Francesco Jonathan Goedhuis Director April, 2015 less than 5%
      Stuart William Hendry Chief Operating Officer January, 2015 less than 5%
      David Westbrook Chief Financial Officer January, 2011 less than 5%
      Timothy Joseph Mccarthy Chief Compliance Officer October, 2007 less than 5%
      Merit Janow Director September, 2006 less than 5%
      Candace Krugman Beinecke Director November, 2005 less than 5%
      David Peter Harris Chief Investment Officer April, 2005 less than 5%
      Peter Coleman O'Neill Director September, 2004 less than 5%
      Michael Sorum Rockefeller Director September, 2000 less than 5%
      Mark Fitler Rockefeller Vice Chairman Of The Board September, 2003 less than 5%
        Source: SEC


        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees
        • Performance-Based Fees