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David Rockefeller, Jr.

Person
Mentions
6
Relationships
1
Events
0
Documents
3
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person Gregory J. Fleming
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HOUSE_OVERSIGHT_012066.jpg

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.

Company profile / web printout
2025-11-19
Analysis Source

HOUSE_OVERSIGHT_012049.jpg

This document is a fragment of a press release or corporate announcement detailing a transaction between Rockefeller Financial Services (RFS) and Viking Global Investors LP to form a new firm. It lists the incoming board members, including David Rockefeller Jr. and Brian Kaufmann, and outlines the financial scale of both entities, with RFS advising $16.2 billion and Viking managing $25 billion. The document identifies legal and financial advisors for both parties and provides media contact information for Teneo Strategy and Vested. It bears a 'HOUSE_OVERSIGHT' Bates stamp.

Press release / corporate announcement (fragment)
2025-11-19
Analysis Source

HOUSE_OVERSIGHT_012048.jpg

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.

Press release
2025-11-19
Analysis Source
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