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Rockefeller and Company re-branded as Rockefeller Financial


Rockefeller and Company, a wealth management firm serving high net worth individuals, families, trusts, foundations and endowments, has re-branded as Rockefeller Financial. 

The new brand aims to provide greater clarity into the types of investment advice and services the company offers.

Austin V. Shapard, president and chief operating officer of Rockefeller Financial, says: “Rockefeller Financial’s history dates back to 1882 when one of the world’s most successful entrepreneurs established an independent firm of highly qualified professionals to provide tailored service and unbiased financial advice. We believe this brand evolution, an initiative underway for nearly a year, both honours our legacy and positions the full range of our capabilities in today’s marketplace with clarity.”

The company’s client services will now be organised as follows: Rockefeller Wealth Advisors: advice and financial and trust services to meet the wealth management needs of individuals, families and family offices; Rockefeller Asset Management: global equity and fixed income portfolios; Rockefeller Capital Partners: advice and portfolios of hedge funds, private equity and other alternative investments; and Rockit: technology providing financial information.

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