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 March 31, 2012)

  • Privately owned
  • $34 billion assets under administration
  • Approximately 298 client relationships

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Quick Links

Rockefeller Financial At a Glance (pdf)

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News & Press

Mar 15: Integrated Reporting: The Future of Corporate Investor Communications?

Farha-Joyce Haboucha, Director of Sustainability and Impact Investing at Rockefeller Financial, comments on “The Investor’s View” in an article on integrated reporting.

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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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Our Insights

Apr 02: Global Foresight, Second Quarter, 2012 Issue

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

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Mar 19: February 2012 Sustainability and Impact Investing Luncheon: Sustainability and Long-Term Investment

Farha-Joyce Haboucha, Director of Sustainability and Impact (S&I) Investing, recaps the February 2012 S&I luncheon, which featured keynote speaker Dr. George Serafeim.

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Mar 01: Monthly Market Review, March 2012

Read the firm’s latest economic and market commentary in the March 2012 Monthly Market Review.

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Feb 01: Monthly Market Review, February 2012

Read the firm’s latest economic and market commentary in the February 2012 Monthly Market Review.

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