FIRM & WEALTH TEAM PROFILE

Rockefeller Capital Management

U.S. office network; see official website

Official company website Ask about this firm

Understand the firm.

Rockefeller Capital Management offers wealth management through Rockefeller Global Family Office, alongside investment management and investment banking businesses. Its wealth teams describe investment advisory, wealth strategy, family office solutions, trustee services, philanthropy, lifestyle advisory, and financial education for the next generation.

Investment advisoryWealth strategyFamily office solutionsTrustee servicesPhilanthropic advisoryLifestyle advisoryNext generation financial education

Firm names may refer to a wealth team, brand, broker dealer, or investment adviser. Confirm the exact legal entity and its capacity in the official records.

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People in the directory.

6 matching directory records. Historical affiliations may have changed; this is not a verified current team roster.

PROFILE WITH PUBLIC SOURCES

Caleb Porter

Private Advisor, Managing Director

Rockefeller Capital Management

Office not confirmed, Not recorded

Investment management · CFP®

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PROFILE WITH PUBLIC SOURCES

Greg Rhodes

Private Advisor, Managing Director

Rockefeller Capital Management

Dallas, Texas

Family wealth · CFP®, CRPC™

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PROFILE WITH PUBLIC SOURCES

James B. Marchetti

Private Advisor, Managing Director

Rockefeller Capital Management

Office not confirmed, Not recorded

Wealth management · CIMA®

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PROFILE WITH PUBLIC SOURCES

James L. Marchetti

Private Advisor, Senior Vice President

Rockefeller Capital Management

Office not confirmed, Not recorded

Investment management

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PROFILE WITH PUBLIC SOURCES

John Bazan

Private Advisor, Senior Vice President

Rockefeller Capital Management

Dallas, Texas

Wealth management · CPFA®

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PROFILE WITH PUBLIC SOURCES

Tim White

Private Advisor, Managing Director

Rockefeller Capital Management

Dallas, Texas

Goals-based planning · CFP®

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