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Posts published by “Hayley Cuccinello”

Greg Fleming’s Rockefeller is focusing on ramping up specialties like tax advice as the rich prepare for Biden’s aggressive tax plans with more new hires and acquisitionsGreg Fleming’s Rockefeller is focusing on ramping up specialties like tax advice as the rich prepare for Biden’s aggressive tax plans with more new hires and acquisitions

Greg Fleming’s Rockefeller is focusing on ramping up specialties like tax advice as the rich prepare for Biden’s aggressive tax plans with more new hires and acquisitions

By Hayley Cuccinello on June 3, 2021

Summary List PlacementRockefeller Capital Management, the wealth firm built from the 139-year-old Rockefeller family office, is growing at a breakneck pace. Led by Greg Fleming, former Morgan Stanley and Merrill Lynch executive, Rockefeller hit $75 billion in client assets at the end of March, up from $43 billion in May 2020, and closed on the…