Family Office

Rockefeller Global Family Office

Rockefeller Global Family Office is the New York City-based multi-family office division of Rockefeller Capital Management. The firm offers investment management, financial advice, trust and fiduciary, and lifestyle advisory services to its clientele of individuals and families.In February 2024, a 10-person adviser tea

Headquarters
New York, New York

Decision-makers

Christopher Kirk
Head of Investment & Client Solutions & Head of Rockefeller Private Investments
James Marchetti
Senior Vice President & Private Advisor
Chloe Duanshi
Head of Investment Research & Strategy, Managing Director
Mathew Klody
Senior Vice President & Investment Strategist
Jason Thompson
Chief Wealth Strategist & Head of Wealth Advisory Services
Candice Dial
Director, ESG Investments
Jimmy C. Chang
Chief Investment Officer
Chloe Duanshi
Head of Investment & Client Solutions & Head of Rockefeller Private Investments
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