Eric Heaton joins Rockefeller to head strategy

Eric Heaton joins Rockefeller to head strategy
The former Morgan Stanley executive will expand the firm's product offerings.
SEP 06, 2022

Eric Heaton, who led Morgan Stanley’s banking operations, has joined Rockefeller Capital Management as a managing director, head of strategy and a member of the firm’s management committee.

Specifically, Heaton will work on expanding the firm’s product offerings in the areas of credit, banking, insurance, annuities and retirement; accelerate growth in Rockefeller’s strategic advisory business; and develop enterprise-wide client relationships.

Heaton served for 10 years as president of U.S. Banks at Morgan Stanley, where he led banking and lending products for both the wealth management and institutional securities divisions. He oversaw two banks regulated by the Office of the Comptroller of the Currency and the firm’s community development finance group.

Heaton earlier held executive positions at Deutsche Bank and Merrill Lynch.

'IN the Office' with CEO and author Bill George

Latest News

The 2025 InvestmentNews Awards Excellence Awardees revealed
The 2025 InvestmentNews Awards Excellence Awardees revealed

From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.

Top RIA Cresset warns of 'inevitable' recession amid tariff uncertainty
Top RIA Cresset warns of 'inevitable' recession amid tariff uncertainty

Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.

Edward Jones joins the crowd to sell more alternative investments
Edward Jones joins the crowd to sell more alternative investments

“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.

Record RIA M&A activity marks strong start to 2025
Record RIA M&A activity marks strong start to 2025

Sellers shift focus: It's not about succession anymore.

IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients
IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients

Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.