HOUSE_OVERSIGHT_012058.jpg

546 KB

Extraction Summary

8
People
4
Organizations
0
Locations
0
Events
2
Relationships
0
Quotes

Document Information

Type: Webpage printout / corporate directory
File Size: 546 KB
Summary

This document is page 5 of 6 of a printout from the Rockefeller & Co. website ('Who We Are' section), dated November 14, 2017. It lists the names and titles of eight senior executives, including the CEO, CIO, and General Counsel. The document bears the Bates stamp HOUSE_OVERSIGHT_012058, indicating it is part of a production to the House Oversight Committee.

People (8)

Name Role Context
Reuben Jeffery III Managing Director, President & Chief Executive Officer
Executive at Rockefeller & Co.
Jimmy C. Chang Managing Director, Chief Investment Strategist
Executive at Rockefeller & Co., holds CFA designation
Yvette M. Garcia Managing Director, General Counsel & Chief Administrative Officer
Executive at Rockefeller & Co.
David P. Harris Managing Director, Chief Investment Officer
Executive at Rockefeller & Co., holds CFA designation
Stuart Hendry Managing Director, Chief Operating Officer
Executive at Rockefeller & Co.
Timothy J. McCarthy Managing Director, Chief Compliance Officer & Counsel
Executive at Rockefeller & Co.
Elizabeth P. Munson Managing Director, President
Executive at Rockefeller & Co., President of Rockefeller Trust Company, N.A. & The Rockefeller Trust Company (Delaware)
Kara Valentine Senior Vice President, Director of Marketing
Executive at Rockefeller & Co.

Relationships (2)

Listed as President & CEO
Elizabeth P. Munson Employment Rockefeller Trust Company
Listed as President

Full Extracted Text

Complete text extracted from the document (718 characters)

11/14/2017
Rockefeller & Co. :: Who We Are
REUBEN JEFFERY III
Managing Director,
President & Chief
Executive Officer
JIMMY C. CHANG, CFA
Managing Director,
Chief Investment
Strategist
YVETTE M. GARCIA
Managing Director,
General Counsel &
Chief Administrative
Officer
DAVID P. HARRIS, CFA
Managing Director,
Chief Investment
Officer
STUART HENDRY
Managing Director,
Chief Operating
Officer
TIMOTHY J.
MCCARTHY
Managing Director,
Chief Compliance
Officer & Counsel
ELIZABETH P.
MUNSON
Managing Director,
President of
Rockefeller Trust
Company, N.A. & The
Rockefeller Trust
Company (Delaware)
KARA VALENTINE
Senior Vice President,
Director of Marketing
http://www.rockco.com/who-we-are
5/6
HOUSE_OVERSIGHT_012058

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