Jackson, WY S. King Street Office
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Rockefeller Capital Management
Enterprise
Firm-wide stats for Rockefeller Capital Management
About
Rockefeller Financial LLC serves high‑net‑worth and ultra‑high‑net‑worth individuals, families and family offices as well as institutional clients, retirement plans, foundations and corporations. The firm offers discretionary and non‑discretionary portfolio management, financial planning and consulting, and — unusually for an enterprise adviser — operates as a registered broker‑dealer that effects securities transactions, sells variable insurance products and provides placement and investment banking services.
The firm organizes client relationships around a Private Advisor model and a consolidated investment platform (Rockefeller Global Investment Management, or RGIM) that delivers discretionary, non‑discretionary and model‑delivery solutions across equities, fixed income and alternatives. Clients may receive direct portfolio management, access to third‑party managers, wrap‑fee programs and personalized managed account services (including the Rockefeller Personalized Portfolios), and the firm also serves as a sub‑advisor or provides model and consulting services where appropriate.
Distinctive features noted in the brochure include the firm’s broker‑dealer registration and its active role in placing alternative investment vehicles — creating arrangements that generate placement, servicing and occasional performance fees — as well as an integrated set of affiliated capabilities (trust and insurance services and an asset management platform). The brochure also documents a recent recapitalization and outside equity ownership (with Viking identified as a principal investor), which the firm says affects governance, affiliations and related disclosures about product availability and potential conflicts of interest.
Based on Rockefeller Capital Management
Expertise
Based on Rockefeller Capital Management
Location
30 S. King Street, Suite 2 C
Jackson WY 83001
Advisors at this office
3
Advisors at this office
Lisa K
CFP®, Series 66
Jackson, WY
Rockefeller Financial LLC
Lisa Kitchin is a CFP® professional with 16 years of industry experience. She is currently with Rockefeller Financial LLC and Rockefeller Capital Management, where she has worked since 2023. Prior to that, she spent 13 years at First Republic Investment Management and First Republic Securities Company, LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting services, and uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services through a consolidated investment platform.
Patrick T
Series 63, Series 65
Jackson, WY
Rockefeller Financial LLC
Patrick Trucco is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities, First Republic Securities Company, and RMB Capital Management. Trucco serves on the boards of several nonprofit organizations in Jackson, Wyoming, including St. John's Hospital Foundation, Teton Literacy, and the Animal Adoption Center. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a range of investment management and financial planning services through a Private Advisor model and a consolidated investment platform, combining discretionary and non-discretionary solutions with access to alternative investments and affiliated trust and insurance services.
James M
Series 66
Jackson, WY
Rockefeller Financial LLC
James Marchetti is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 17 years of industry experience. He previously worked at First Republic Investment Management, Inc. and First Republic Securities Company, LLC. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating as a registered broker-dealer and providing access to alternative investment vehicles through its Private Advisor model and consolidated investment platform.
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