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Top related persons:
Rockefeller - 1 Franklin Templeton - 1 Greg Fleming - 1 Lifeco - 1 Morgan Stanley - 1 Merrill Lynch - 1 Jim Ratigan - 1 Stephen Valentino - 1
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Rockefeller Capital Management - 1 Putnam Investments - 1 Pitchbook - 1 Wall Street - 1 Deutsche Bank . Rockefeller - 1 Standard - 1 Rockefeller - 1 Power Corporation of Canada - 1

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3 mentions found


☆ Greg Fleming's Rockefeller strategic-advisory team defies dealmaking drought thanks to this rich family
  + stars: | 2023-05-31 | by ( Hayley Cuccinello | ) www.businessinsider.com   time to read: +4 min
The wealth manager's CEO Greg Fleming has deep ties to the Desmarais family behind the insurer. In the midst of a dealmaking lull, Rockefeller Capital Management can add another billion-dollar advisory deal to its resume. Advised by the five-year-old firm, Canadian insurer Great-West Lifeco is selling asset management subsidiary Putnam Investments to Franklin Templeton, the firms announced today. Since Fleming launched Rockefeller, born out of the Standard Oil heirs' family office, Great-West Lifeco has consistently sought the firm's services. The Rockefeller family also increased its stake by an undisclosed amount.
Persons: Rockefeller, Franklin Templeton, Greg Fleming, Lifeco, Morgan Stanley, Merrill Lynch, Jim Ratigan, Stephen Valentino, Fleming, Paul Desmarais Jr Organizations: Rockefeller Capital Management, Putnam Investments, Pitchbook, Wall Street, Deutsche Bank . Rockefeller, Standard, Rockefeller, Power Corporation of Canada, Viking Global, Bank of America
☆ Rockefeller Capital is approaching $100 billion in client assets. CEO Greg Fleming lays out his plans to double that and hire 150 more wealth advisors.
  + stars: | 2023-01-30 | by ( Hayley Cuccinello | ) www.businessinsider.com   time to read: +4 min
Wall Street veteran Greg Fleming founded Rockefeller Capital Management almost five years ago. Wall Street veteran Gregory Fleming launched wealth firm Rockefeller Capital Management in 2018 with the goal of hitting $100 billion in assets by 2023. If anything, the market turbulence has led to more inbound interest from clients, Fleming told Insider. He added that there is still potential to convert more wealth management clients into advisory clients and vice versa. For us, a lot of it is about the fit with the Rockefeller global family office," he said.
☆ Rockefeller Capital's Greg Fleming on the $98 billion firm's plans to double assets
  + stars: | 2023-01-26 | by ( Hayley Cuccinello | ) www.businessinsider.com   time to read: +4 min
Wall Street veteran Greg Fleming founded Rockefeller Capital Management almost five years ago. Wall Street veteran Gregory Fleming launched wealth fim Rockefeller Capital Management in 2018 with the goal of hitting $100 billion in assets by 2023. If anything, the market turbulence has led to more inbound interest from clients, Fleming told Insider. He added that there is still potential to convert more wealth management clients into advisory clients and vice versa. For us, a lot of it is about the fit with the Rockefeller global family office," he said.
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