What We Do

Rockefeller Financial traces its roots back to 1882, when John D. Rockefeller established an independent firm to manage his wealth. Learn more about our history.

Today, we provide highly customized solutions across the spectrum of investment and wealth-management services:

Learn more about our services.

Quick Facts

(as of September 30, 2011)

  • Privately owned
  • $30 billion assets under administration
  • Approximately 289 client relationships

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Quick Links

Rockefeller Financial At a Glance (pdf)

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News & Press

Dec 14: Forbes.com Article Written by CEO, Reuben Jeffery

Read CEO, Reuben Jeffery's article entitled, "The United States Need Not Become Europe" featured on Forbes.com.

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Nov 16: Bloomberg Brief Financial Regulation Newsletter

CEO, Reuben Jeffery, and Senior Economist, Matthew Gelfand, published an article in the Bloomberg Brief Financial Regulation newsletter on the proposed financial transactions tax.

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Oct 20: Press Release: Rockefeller Financial and The Ocean Foundation Investment Collaboration

Rockefeller Financial and The Ocean Foundation collaborate on investment opportunities to support the health and sustainability of the world's oceans.

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Our Insights

Jan 05: Global Foresight, First Quarter, 2012 Issue

 Read the firm's latest investment outlook in the first quarter 2012 issue of our newsletter, Global Foresight

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Jan 01: 2011 Intergenerational Forum: Sustainable Families & Their Legacies

Elizabeth P. Munson, Head of Wealth Management recaps the Eighth Annual Intergenerational Forum, featuring keynote speaker Dr. Fredda Herz Brown.

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Dec 02: Monthly Market Review, December 2011

Read the firm’s latest economic and market commentary in the December 2011 Monthly Market Review.

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