Rockefeller Capital Management, a fast-growing wealth management startup, said on Wednesday that Derek Jeter, the former Yankees captain and a member of the baseball Hall of Fame, had joined its board of directors.
Jeter, whose teams won five World Series, retired from baseball after the 2014 season and is currently the CEO of the Miami Marlins.
A veteran of Merrill Lynch and Morgan Stanley, Greg Fleming, president and CEO of Rockefeller Capital Management, launched the firm in 2018 after acquiring its predecessor, the private multifamily office Rockefeller & Co.
Since then, the firm has been on a growth spurt, taking advantage of the steady flow of wirehouse advisers leaving banks to open their own registered investment advisers or join startups run by industry veterans like Rockefeller. At the start of the month, Rockefeller Capital Management said it had hired its fifteenth team in the past three years.
“I have long respected what Greg and his team have built, and, as a client, deeply understand the value of the financial advice and strategic counsel Rockefeller provides,” Jeter said in a statement. “I look forward to expanding my relationship with the firm and bringing my perspective to this impressive group of board members."
The top-ranked RIA by total AUM continues to scale its wealth management arm, bringing its Pennsylvania presence to five offices.
The Reddit trading community's formal comment letter against the proposal is drawing widespread attention across finance and tech circles.
Chicago Partners Wealth Advisors is helping shape the platform's product roadmap after switching from a legacy system.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
