Press Release

R. Mitchell Theiss to Join Rockefeller Capital Management as Vice Chairman of Strategic Advisory

R. Mitchell Theiss to Join Rockefeller Capital Management as Vice Chairman of Strategic Advisory


New York, October 3. 2018

  • Theiss to Join Operating Committee of Rockefeller Capital Management

Rockefeller Capital Management today announced that R. Mitchell Theiss will join the Firm as Vice Chairman of Rockefeller Strategic Advisory. The addition of Theiss is the latest step in the Firm’s growth as a leading advisor to wealthy individuals, families, corporations and institutions. Theiss will also join the Operating Committee for the Firm.

Theiss brings to Rockefeller more than 30 years of investment banking experience, having served as a trusted advisor to companies across a broad range of industry sectors. He joins from Bank of America Merrill Lynch where he spent 19 years and was most recently Chairman of Global Industrials. Prior to joining Merrill Lynch, Theiss spent a decade in investment banking at Goldman Sachs. He earned an MBA from The Wharton School at the University of Pennsylvania.

“Mitch is a senior leader with a long track record as a leading advisor to CEOs and Boards of Directors,” said Gregory J. Fleming, President & CEO of Rockefeller Capital Management. “His long-standing client relationships and deep industry knowledge will enhance our expanding Strategic Advisory business.”

“Having spent my entire career at large investment banks, I was attracted to Rockefeller for its exceptional reputation, world-class management team and the opportunity to provide clients with unbiased, independent counsel through a unique integrated approach,” said Theiss. “I look forward to building the Strategic Advisory business with my new colleagues.”

Theiss is the latest in a series of senior leadership hires for Rockefeller Capital Management, which continues to expand capabilities and add talent to its Global Family Office, Wealth Management, Asset Management and Strategic Advisory businesses. Earlier this year, Rockefeller announced that Mark Patterson and Brian Henderson joined as Senior Advisors to Strategic Advisory, bringing extensive investment banking expertise, deep understanding of markets and innovative thought leadership to clients.

About Rockefeller Capital Management

Rockefeller Capital Management is a leading independent financial services firm offering global family office, wealth management, asset management and strategic advisory services to ultra-net-worth individuals, families, foundations, endowments and corporations. As of August 31, 2018, the firm had approximately $18.5 billion in assets under advisement. The firm has offices in New York, Boston, Washington, DC, Salt Lake City, and Wilmington, Delaware.