Our History Shapes Who We Are

Rockefeller Asset Management

A commitment to partnership and results, nurtured from the Rockefeller legacy of investing.

A History of Forward Thinking


Assets Under Supervision (AUS) as of December 31, 2023. AUS is inclusive of firm assets under management of $13.8 billion and firm assets under advisement of $0.5b.


Track record of innovation that puts investors and their performance first


40-years of effective shareholder engagement that seeks to create value and catalyze positive change

Portfolio Managers & Business Leadership

Meet Our Team

Casey C. Clark, CFA®

President of Rockefeller Asset Management and Chief Investment Officer

Charles DyReyes, CFA®

Director of Research, Portfolio Manager

Jose Garza

Portfolio Manager, Thematic

Eric Konigsberg

Chief Operating Officer, Rockefeller Asset Management

Jason Kotik, CFA®

Portfolio Manager

Jesse Lucco

Partner, Private Equity

John “Chip” Montgomery

President, Rockefeller Asset Management International

Rolando F. Morillo

Portfolio Manager, Thematic

Alex Petrone

Alex Petrone

Director of Fixed Income

Christopher J. Randazzo

Portfolio Manager

Daniel Rosenthal

VantageRock Co-Founder & Head of Research

Michael Seo, CFA®

Portfolio Manager

Avery Sheffield

VantageRock Co-Founder & CIO, Senior Portfolio Manager

Albert P. Sindall III, CFA

Portfolio Manager

Tim Skiendzielewski, CFA®

Portfolio Manager

Sheryl Tierney, CFA®

Director of ESG Research & Engagement

The Rockefeller Asset Management Difference

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