This document is page 4 of a 'Monthly Market Review' dated November 2017 produced by Rockefeller Asset Management. It serves as a contact and disclaimer page, listing office addresses in New York, Washington DC, Boston, and Wilmington, along with legal disclaimers regarding investment advice. The document bears a Bates stamp 'HOUSE_OVERSIGHT_012098', indicating it was obtained as part of a House Oversight Committee investigation.
| Name | Role | Context |
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| Chief Investment Strategist | Strategist |
Mentioned in the legal disclaimer as the source of views expressed in the document.
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| Name | Type | Context |
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| Rockefeller Asset Management |
Header logo
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| Rockefeller & Co. |
Parent company mentioned throughout text and copyright
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| Rockefeller Trust Company, N.A. |
Listed with New York address
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| The Rockefeller Trust Company (Delaware) |
Listed with Wilmington address
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| Russell Investment Group |
Mentioned in footnote regarding the Russell 2000 Index trademark
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| House Oversight Committee |
Implied by the Bates stamp 'HOUSE_OVERSIGHT'
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| Location | Context |
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Office location for Rockefeller Asset Management and Rockefeller Trust Company, N.A.
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Office location
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Office location
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Office location for The Rockefeller Trust Company (Delaware)
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