Rockefeller’s Investment Bank Featured in The Banker for Boutique Strength and Connected Model
The Banker, a respected Financial Times-owned publication, recently profiled Rockefeller Capital Management’s global investment bank, highlighting its distinctive approach to advisory services and close collaboration with the firm’s family office business.
The piece, “The Investment Boutique Carrying the Rockefeller Name,” explores how Rockefeller has built a boutique investment banking model that emphasizes sector expertise, long-term relationships, and tailored client solutions. Co-led by Steve Valentino and Jim Ratigan, the team has grown to 35 professionals and serves corporate, institutional, family-owned, and entrepreneurial clients with high-quality, independent advice.
Disclosures:
Rockefeller Capital Management is the marketing name of Rockefeller Capital Management L.P. and its affiliates. Investment advisory, asset management and fiduciary activities are performed by the following affiliates of Rockefeller Capital Management: Rockefeller & Co. LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware) and Rockefeller Financial LLC, as the case may be. Rockefeller Financial LLC is a broker- dealer and investment adviser dually registered with the U.S. Securities and Exchange Commission (SEC); Member Financial Industry Regulatory Authority (FINRA), Securities Investor Protection Corporation (SIPC). These registrations and memberships in no way imply that the SEC has endorsed the entities, products or services discussed herein. Additional information is available upon request. Rockefeller Financial LLC is a broker-dealer and investment adviser dually registered with the U.S. Securities and Exchange Commission (SEC); Member Financial Industry Regulatory Authority (FINRA) (http://www.finra.org/), Securities Investor Protection Corporation (SIPC) (https://www.sipc.org/). Rockefeller Financial LLC is not a bank. Where appropriate, Rockefeller Financial LLC has entered into arrangements with banks and other third parties to assist in offering certain banking-related products and services. Products and services may be provided by various affiliates of Rockefeller Capital Management. Please click here for Important Terms, Definitions and Abbreviations. Rockefeller Capital Management maintains information barriers across its various entities to control the flow of confidential information, including proprietary and material non-public information.
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