Rockefeller Capital Management
100 Cummings Center, Beverly, MA 01915
About the Business
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Rockefeller Capital Management, located at 100 Cummings Center in Beverly, Massachusetts, is a finance institution with a rich history spanning over seven generations of serving families, individuals, institutional investors, and corporations. With a commitment to innovation and excellence, Rockefeller Capital Management offers individualized service tailored to each client's unique needs and objectives.
Drawing on their legacy of success, Rockefeller Capital Management seeks to provide insights and outcomes that set them apart in the investment community. Their team of senior investment bankers offers independent and strategic business advice to private and public companies, always prioritizing integrity in their work.
With over 140 years of experience working alongside the Rockefeller family, Rockefeller Capital Management's principles guide their growth and drive them towards a future of continued success. Their dedicated team of experienced professionals approaches each challenge with energy, creativity, and care, ensuring that clients receive the highest level of service.
Recent expansions and partnerships, such as the addition of Pollock Salah Wealth Partners and Lewis Wealth Partners, demonstrate Rockefeller Capital Management's commitment to expanding their reach and providing clients with unparalleled opportunities. With a focus on innovation and forward-thinking solutions, Rockefeller Capital Management is poised to continue leading the way in the financial services industry.
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- Financial Advisor
- Audit & Consulting
- Asset Allocation
- Corporate Finance Advisory
- Estate Planning
- Family Office Services
- Financial Planning
- Financial Restructuring
- Generational Wealth Transfer
- Independent Director Services
- Institutional Investment
- Investment Banking
- Investment Management
- Investment Research
- Investment Strategy Development
- Long-Term Care Planning
- Mergers And Acquisitions
- Philanthropic Giving
- Portfolio Management
- Private Equity
- Private Wealth Management
- Retirement Planning
- Risk Management Solutions
- Senior Capital Markets
- Strategic Business Advice
- Succession Planning
- Tax Efficiency Strategies
- Wealth Creation Strategies
- Wealth Planning
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