Rockefeller Capital Management Expands Strategic Advisory Practice with the Addition of Jim Ratigan

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NEW YORK – Rockefeller Capital Management (“Rockefeller” or the “Firm”) today announced the appointment of Jim Ratigan as a Managing Director based in New York City. Ratigan will play a key role in growing the business by continuing his work as a leading strategic adviser to senior executives and Boards of Directors of private and public businesses as well as acting as adviser and counselor to family owned businesses.

In addition to his advisory work, Ratigan will serve as a Managing Partner within the newly created Executive Leadership Committee for Strategic Advisory, a group responsible for managing the day-to-day operations of Strategic Advisory and developing the longer-term strategic direction for the business.

“Throughout his thirty-year career, Jim has worked on hundreds of public and private deals across a broad range of industries, regions, and types of assignments that align with the demand we’re currently seeing,” said Theiss. “His insights will be invaluable in both helping our current and prospective clients navigate strategic opportunities today while seeing around corners for what’s to come.”

Ratigan’s appointment further bolsters the Strategic Advisory practice, which has expanded with the addition of industry veterans John Sheldon and Emiliano Román. The practice has seen tremendous growth over the last two years as Rockefeller Capital Management has advised both on public company transactions, including Great-West Lifeco, Bombardier, and Delphi among others, as well as private company transactions including those that have arisen from relationships with our private wealth clients.

“With the impactful initiatives of the Strategic Advisory team, Rockefeller Capital Management has built a great reputation for offering thoughtful, unbiased and trusted counsel to clients – a legacy that I am excited to be a part of,” added Ratigan. “I look forward to leveraging my expertise to help clients navigate the market and achieve their strategic objectives.”

Prior to joining Rockefeller, Ratigan served as a Senior Managing Director and Head of Mergers and Acquisitions (M&A) at SVB Leerink. He spent the first eighteen years of his career in the M&A group at Merrill Lynch before joining Deutsche Bank, where he was a member of the Global M&A Leadership team, serving as a Senior Managing Director and Head of Americas M&A. Ratigan holds a Bachelor’s degree in Economics from Brown University.

More about Rockefeller’s Strategic Advisory practice can be found here:


About Rockefeller Capital Management

Rockefeller Capital Management was established in 2018 as a leading independent, privately-owned financial services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra-high-net-worth and high-net-worth individuals and families, institutions and corporations from 29 offices across the United States. As of June 30, 2021, the Firm is responsible for approximately $80 billion in client assets across its three business segments, the Rockefeller Global Family Office, which includes both the Private Wealth Management and Family Office businesses, Rockefeller Asset Management and Rockefeller Strategic Advisory.



Kelly Whalen