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."
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.
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.
“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.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
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.
