Rockefeller Capital Management

In a special Women’s History Month episode of Genius Loves Company, Angela Mwanza, Private Advisor and Managing Director at Rockefeller Global Family Office engages in conversation with actor and producer Alysia Reiner about her multifaceted career. Listen to the episode below or follow along wherever you stream podcasts:?https://lnkd.in/gMP5hnPi

It was a pleasure to welcome clients and friends to our recent Rockefeller Next Gen Forum event, ‘Vines & Vision,’ featuring an insightful discussion with Jean-Charles Boisset, Proprietor of the Boisset Collection and Second-Generation Boisset Family Member, and Alexander Rockefeller, Sixth-Generation Rockefeller Family Member, around their unique perspectives as investors, entrepreneurs, and leaders at the forefront of the evolving wine landscape. As stewards of their respective family legacies, Jean-Charles and Alexander also shared their views on balancing tradition while driving innovation.

"The Fed is truly data dependent,” said Rockefeller Capital Management CEO Gregory J. Fleming on CNBC’s Squawk Box this morning as he discussed expectations ahead of the FOMC meetings this week amid policy uncertainty. Top of mind are also the federal budget deficit – Fleming emphasized the importance of finding a balance on spending?and tax cuts – and ongoing market volatility, though he remains optimistic about the economy. Watch the full interview here: https://lnkd.in/exnms6Za.

We are pleased to recognize our 2025 Enterprise Connectivity recipients – Alli Talbot, CPA, Jeanie Spano, Miles S., Shannon Bergstrom, Sophia Song, and Timothy Laffey – our Rockefeller colleagues whose outstanding enterprise-wide mindset and unwavering dedication to excellence drive collaboration and innovation across the firm. These individuals embody our collegial, entrepreneurial culture and exemplify the power of individual commitment to group effort.

As access to and interest in the private markets continues to grow, Samantha Cooper, Rockefeller's Head of Distribution, joined Lawrence Aragon at Private Equity International's #Nexus2025 to discuss why our firm's ultra-high-net-worth clients are increasingly focused on investing across the alternatives spectrum including in sectors like #AI, sports, life sciences, and music rights. "Our clients are looking to us to source compelling and bespoke idiosyncratic investment opportunities - for the ultra-high-net-worth investor, exclusivity matters."

At #BloombergInvest, Jimmy Chang, Chief Investment Officer of Rockefeller Global Family Office, joined Bloomberg’s Scarlet Fu and fellow industry CIOs to discuss the importance of positioning client portfolios for the long-term. While optimistic about the economic environment, Jimmy warns investors to “prepare for a volatile ride” and seek diversification. In his long-term view, #AI poses both the biggest risk and opportunity to investors due to its pace of innovation and acceleration of change. Watch the full panel here: https://lnkd.in/eCW2U8Pq.

The emergence of China's AI startup, DeepSeek, has posed a challenge to the dominance of U.S. Big Tech. In this month's CIO Monthly Perspective, Rockefeller Global Family Office Chief Investment Officer Jimmy Chang revisits the investment frenzy of the late 1990s and early 2000s, as we mark the 25th anniversary of the dot-com bubble's peak. AI has become a central theme for investors, and U.S. exceptionalism has been the dominant investment narrative in recent years. However, the DeepSeek phenomenon has prompted a shift in this view. Year-to-date, U.S. equities have underperformed international stocks, indicating a move towards a more varied perspective that considers heightened uncertainty and international opportunities. Read the report to gain deeper insights.?

San Francisco remains a hub of innovation across industries, including technology, biotech and life sciences, and international business, and one of the largest centers of wealth in the country. We are pleased to welcome Meyer DeMartini Wealth Partners to Rockefeller Global Family Office, whose knowledge, experience, and reputation across the industry make them exceptional partners as we continue to deliver Rockefeller’s distinct platform to investors, families and entrepreneurs throughout the Bay Area and beyond. https://lnkd.in/em8fzFxr ?

This week, we engaged our newest Managing Directors in a thoughtful strategy session, showcasing their insightful perspectives and dynamic leadership across all areas of our business. Every day, we’re inspired by the talent and dedication of our Rockefeller colleagues, not least by our Managing Directors whose pursuit of excellence for our clients and firm exemplifies the collaborative and collegial culture we prize. Congratulations to this group – we wish you continued success.?

We are pleased to welcome Broderick Mingelgreen Wealth Partners to Rockefeller Global Family Office, who collectively bring decades of experience in providing premier wealth management and investment advisory services to high-net-worth and ultra-high-net-worth individuals and families to our firm. https://lnkd.in/dswTFNuw ?