HOUSE_OVERSIGHT_012048.jpg
1.48 MB
Extraction Summary
2
People
7
Organizations
1
Locations
1
Events
2
Relationships
4
Quotes
Document Information
Type:
Press release
File Size:
1.48 MB
Summary
This document is a Business Wire press release dated October 4, 2017, announcing the formation of Rockefeller Capital Management. The new independent firm is a partnership between Rockefeller Financial Services, Inc. and Gregory J. Fleming, who will serve as CEO, with financial backing from Viking Global Investors LP. The document outlines the firm's focus on wealth management, asset management, and strategic advisory, and includes quotes from David Rockefeller, Jr. and Gregory Fleming regarding the partnership and future growth strategies. The footer indicates this document is part of a House Oversight collection.
People (2)
| Name | Role | Context |
|---|---|---|
| Gregory J. Fleming | CEO of Rockefeller Capital Management |
Partnering with Rockefeller to create the new firm; former President of Morgan Stanley Wealth and Asset Management; f...
|
| David Rockefeller, Jr. | Chairman of RFS |
Quoted expressing support for Fleming's leadership and the partnership with Viking.
|
Organizations (7)
| Name | Type | Context |
|---|---|---|
| Rockefeller Financial Services, Inc. |
Parent company of Rockefeller & Co., referred to as 'RFS'.
|
|
| Rockefeller & Co. |
Subsidiary of RFS.
|
|
| Rockefeller Capital Management |
The new independent financial services firm being formed.
|
|
| Viking Global Investors LP |
Backing the new firm through an investment fund.
|
|
| Business Wire |
Publisher of the press release.
|
|
| Morgan Stanley |
Former employer of Gregory Fleming.
|
|
| Merrill Lynch |
Former employer of Gregory Fleming.
|
Timeline (1 events)
2017-10-04
Announcement of partnership to form Rockefeller Capital Management.
New York
Locations (1)
| Location | Context |
|---|---|
|
Dateline of the press release.
|
Relationships (2)
Fleming becoming CEO of the firm where David Rockefeller, Jr. is Chairman of the parent company.
Viking is backing the firm led by Fleming.
Key Quotes (4)
"The team at Rockefeller Financial Services has spent years building the highest-quality investment management firm for families and institutions"Source
HOUSE_OVERSIGHT_012048.jpg
Quote #1
"We look forward to Greg’s leadership and Viking’s support to expand the Rockefeller platform and bring new products and services to our clients."Source
HOUSE_OVERSIGHT_012048.jpg
Quote #2
"I look forward to leading Rockefeller into its next chapter, backed by the Rockefeller family and my new partners at Viking"Source
HOUSE_OVERSIGHT_012048.jpg
Quote #3
"This is an opportunity to create a unique independent firm focused on wealth management, asset management, and strategic advisory."Source
HOUSE_OVERSIGHT_012048.jpg
Quote #4
Discussion 0
No comments yet
Be the first to share your thoughts on this epstein document