洛克菲勒资本管理

2023年8月14日,

公司有很大的增长,计划收购。2023年8月14日洛克菲勒全球家庭办公室,洛克菲勒的财富管理子公司资本管理公司已经宣布,它hs安吉拉竭尽全力,乔丹鲍威尔,和他们四人团队,称为大羚羊遗留的合作伙伴,他们的排名。超过23年的经验在指导的超级富豪家庭,安吉拉竭尽全力是瑞银集团联合创始人常绿的财富管理。赞比亚裔竭尽全力声称是一个可持续的和影响投资的早期采用者。“可再生能源,可持续农业、卫生技术,或我们如何减少碳排放和影响气候变化——这些话题非常统一的跨代,而且经常谈话是由年轻的一代,”她告诉在接受采访时说。竭尽全力在瑞银私人财富管理15年了,她在那里举行的标题私人财富顾问和顾问是一群选择的家庭办公室。她早期的职业生涯包括雷曼兄弟(Lehman Brothers)私人投资管理公司船队私人客户服务和摩根大通私人银行。除了她的财务成果,她拥有一个mba从康奈尔大学和康斯坦茨大学语言学硕士学位,德国。竭尽全力的慈善活动包括她的角色在董事会对于Jumia,一个非洲电子商务平台,峰会秘密结社,LLC。她是一位领军人物在气候解决方案,服务于董事会为恩典农场基础和项目减少,以及一个顾问在Pharrell黄顾问委员会的立场。约旦鲍威尔,另一个关键,拥有超过17年的金融服务。 Prior to joining Rockefeller, he served as a Vice President in Global Equities, Commodities and Derivatives at BNP Paribas. Powell is a Chartered Financial Analyst and holds degrees from Indiana University and New York University’s Stern School of Business. Mimi Kuo-Chin Shih, a Private Advisor with nine years of industry experience, joins Mwanza and Powell, rounding out the team with her own expertise in advising high-net-worth individuals. The Oryx Legacy Partners also includes Wenyi “Jason” Wang, CFA, Vice President and Wealth Manager; Przemyslaw “Shem” Filipek, Associate Vice President and Wealth Manager; and Allissa Purkey, Senior Client Associate. Christopher Dupuy, Co-President of Rockefeller Global Family Office, expressed the firm’s excitement over the new additions, saying, “Angela and her team are widely recognized as being among the industry’s leading purpose-driven wealth management professionals, and we are pleased to welcome them to Rockefeller.” Earlier this year, Rockefeller added San Francisco-based Marchetti Porter Wealth Partners with $1 billion in client assets and $2.3 billion Liberty Wealth Partners to its stable. Rockefeller Capital Management was established 5 years ago and announced big growth plans last year, when CEO Greg Fleming said that the firm was planning to add up to 115 new teams. Much of the planned expansion will be focused in places that have seen an influx of wealthy residents in recent years, partly because of migration from urban areas like New York and Chicago. Cities such as Charlotte, North Carolina, Austin, Texas, and Nashville, Tennessee, where Rockefeller opened an office last year, “are clear growth centers,” said Fleming in an interview. In April this year, the firm said it had sold a 20.5% stake for $622 million, putting its valuation in the neighborhood of $3.1 billion.