News

In the Media

10/01/2014

Family Wealth Report: Public Equity Impact Investing

Press Release

6/11/2014

Press Release for Neil Craig

In the Media

3/13/2014

Rockefeller & Co.’s Sustainability & Impact and Ocean Strategies: Family Wealth Report Interview

In the Media

4/3/2013

Q&A: Rockefeller & Co.’s Jimmy Chang On The Investment Environment”: Family Wealth Report Interview

In the Media

10/29/2012

"The New Sovereigns": Barron's Interview with Rockefeller CIO David Harris

In the Media

09/17/2012

“Rock of Ages:” Barron’s Penta profiles Rockefeller & Co., Inc.

In the Media

08/27/2012

The Wisdom of the Right Crowd: Service Provider Choice

Jim Crystal, Director of Hedge Funds and Opportunistic Investments at Rockefeller Financial, posits that a hedge fund’s use of premier service providers (accountants, administrators, law firms and prime brokers) appears to be a marker of outperformance over historic five- and ten-year reported time horizons. ►

This article has been reprinted with the permission of the Alternative Investment Analyst Review (Copyright © 2012 Alternative Investment Analyst Review). Views expressed are those of Jim Crystal and not necessarily those of Rockefeller Financial.

In the Media

July 24, 2012

Capital Gains Harvesting With Changing Tax Rates: An Update

In a recent article published in The Journal of Taxation of Investments entitled “Capital Gains Harvesting With Changing Tax Rates: An Update”, Matthew Gelfand, Rockefeller Financial’s Senior Economist and a Senior Investment Advisor reviews the quantitative conditions investors and their advisors should consider in deciding whether to realize capital gains at current tax rates in 2012 or after tax rates increase as is expected in future years. A full abstract is available at The Journal of Taxation of Investments.

To request a free authorized reprint of this article, please email the Rockefeller Financial Marketing Department (marketingdept@rockco.com). An online version of this article is available to subscribers of The Journal of Taxation of Investments; copyright © 2012 Civic Research Institute, Inc.

Press Release

July 5, 2012

Rockit Solutions Recognized as "Best Family Office Technology Provider"

Press Release

June 28, 2012

United Nations Principles For Responsible Investment Press Release

In the Media

December 14, 2011

Forbes.com Article Written by CEO, Reuben Jeffery

Press Release

October 20, 2011

Rockefeller Financial And The Ocean Foundation Investment Collaboration