HOUSE_OVERSIGHT_012066.jpg
1.64 MB
Extraction Summary
7
People
5
Organizations
3
Locations
2
Events
3
Relationships
2
Quotes
Document Information
Type:
Company profile / web printout
File Size:
1.64 MB
Summary
A Bloomberg company overview of Rockefeller & Co., Inc. dated November 14, 2017, detailing its operations as a private investment manager and listing key executives including CEO Reuben Jeffery III. The document highlights a key development from October 2016 where David Rockefeller, Jr. was named Chairman, succeeding Colin G. Campbell.
People (7)
Organizations (5)
| Name | Type | Context |
|---|---|---|
| Rockefeller & Co., Inc. | ||
| Bloomberg | ||
| @Visory LLC | ||
| 1 Road Partners LLC | ||
| 11T Partners, LLC |
Timeline (2 events)
Rockefeller & Co Names David Rockefeller, Jr. as Chairman (Oct 31 16)
Merger/Acquisition (October 3, 2017)
Locations (3)
| Location | Context |
|---|---|
Relationships (3)
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Full Extracted Text
Complete text extracted from the document (2,682 characters)
11/14/2017
Rockefeller & Co., Inc.: Private Company Information - Bloomberg
Rockefeller & Co., Inc.: Private Company Information - Bloomberg
Capital Markets
Company Overview of Rockefeller & Co., Inc.
November 14, 2017 6:15 PM ET
Company Overview of Rockefeller & Co., Inc.
November 14, 2017 6:15 PM ET
Snapshot
People
People
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...
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...
Detailed Description
10 Rockefeller Plaza
New York, NY 10020
United States
New York, NY 10020
United States
Phone: 212-549-5330
Fax: 212-549-5524
www.rockco.com
Fax: 212-549-5524
www.rockco.com
Founded in 1882
Key Executives For Rockefeller & Co., Inc.
Mr. Reuben Jeffery III, J.D.
Managing Director, President, CEO, and Member of the Board
Age: 64
Managing Director, President, CEO, and Member of the Board
Age: 64
Mr. David Westbrook
Chief Financial Officer and Managing Director
Chief Financial Officer and Managing Director
Mr. Stuart Hendry
Chief Operating Officer and Managing Director
Chief Operating Officer and Managing Director
Mr. David Peter Harris CFA
Chief Investment Officer, Managing Director, and Portfolio Manager
Chief Investment Officer, Managing Director, and Portfolio Manager
Ms. Yvette Marie Garcia J.D.
Chief Administrative Officer, Secretary, Managing Director, and General Counsel
Chief Administrative Officer, Secretary, Managing Director, and General Counsel
Compensation as of Fiscal Year 2017.
Rockefeller & Co., Inc. Key Developments
Rockefeller & Co Names David Rockefeller, Jr. as Chairman
Oct 31 16
Rockefeller & Co announced that director David Rockefeller, Jr. has been appointed chairman of the board of directors. Mr. Rockefeller, a founding member of the board of directors, succeeds Colin G. Campbell, who has served as chairman since 2003. Mr. Campbell will remain a member of the board of directors. As chairman, Mr. Rockefeller will lead the board of directors in its oversight of the firm's business, and will work closely with Rockefeller & Co. CEO and president, Reuben Jeffery III, in supporting the firm's delivery of best in class wealth advisory and asset management services to high net worth individuals, families and institutions.
Rockefeller & Co Names David Rockefeller, Jr. as Chairman
Oct 31 16
Rockefeller & Co announced that director David Rockefeller, Jr. has been appointed chairman of the board of directors. Mr. Rockefeller, a founding member of the board of directors, succeeds Colin G. Campbell, who has served as chairman since 2003. Mr. Campbell will remain a member of the board of directors. As chairman, Mr. Rockefeller will lead the board of directors in its oversight of the firm's business, and will work closely with Rockefeller & Co. CEO and president, Reuben Jeffery III, in supporting the firm's delivery of best in class wealth advisory and asset management services to high net worth individuals, families and institutions.
Similar Private Companies By Industry
Company Name
@Visory LLC
1 Road Partners LLC
11T Partners, LLC
Company Name
@Visory LLC
1 Road Partners LLC
11T Partners, LLC
Region
United States
United States
United States
United States
United States
United States
Recent Private Companies Transactions
Type
Date
Merger/Acquisition
October 3, 2017
Type
Date
Merger/Acquisition
October 3, 2017
Target
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https://www.bloomberg.com/research/stocks/private/snapshot.asp?privcapId=1082551
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