Mark Phelps

Rockefeller Capital Management

Rockefeller Capital Management is a leading independent, privately-owned financial advisory firm – wealth management, asset management, and strategic advisory services – for ultra- and high-net-worth individuals, families, businesses, and institutions. We offer an elevated experience based on traditional Rockefeller family office values to help clients achieve their long-term goals. Formed in 2018, the firm is rapidly extending its historic brand across contemporary markets in the United States and abroad. Our growing team of talented advisors and other financial professionals serve discerning clients who view wealth not as a prize but as potential. We bring them the finest in personalized advice, intellectual content, curated service, and state-of-the-art technology. In our pantheon of values, we place these first: clients, colleagues, excellence, integrity, and community. Around the world, the Rockefeller name is synonymous with trust, an advantage we deeply treasure. The firm is responsible for approximately $90 billion in client assets, as of June 30, 2022. As of August 31, 2022, we have 1010 total employees in 41 locations across the United States and London.