The Blueprint – Inside the Minds of Great American Innovators Featuring Jimmy Dunne
Rockefeller Capital Management is a trusted partner to some of the world’s most successful entrepreneurs, innovators, and visionaries. The financial success they have achieved by establishing and growing leading businesses echoes the life and legacy of our founder, John D. Rockefeller, and provides all of us with insight and inspiration for how wealth can be created and managed.
In the second episode of our series, The Blueprint, we continue to explore the minds of trailblazers within our unique network of clients and partners. This episode features a compelling conversation between Wall Street titan Jimmy Dunne and Rockefeller CEO Gregory Fleming. As Vice Chairman and Senior Managing Principal at Piper Sandler, and Co-Founder of Sandler O’Neill, Jimmy has been at the forefront of some of the most prolific M&A deals over the past three decades. The wide-ranging interview covers Jimmy’s journey, starting as a trader and ultimately building the largest independent investment banking firm focused on the financial services sector, his philosophy on leadership in times of crisis and sustaining excellence, and the lasting influence golf has had on his life and career.
These materials do not constitute an offer to sell or a solicitation of an offer to buy interests in any Rockefeller Capital Management investment vehicle or product. This presentation may not be copied, reproduced or distributed without Rockefeller Capital Management’s prior written consent and may be used only where applicable and is not valid without a consultation with a representative of Rockefeller Capital Management.
The views expressed of the speakers are as of a particular point in time and are subject to change without notice. The views expressed may differ from or conflict with those of other divisions in Rockefeller Capital Management. The information and opinions presented herein are general in nature and have been obtained from or are based on sources believe by Rockefeller Capital Management to be reliable, but Rockefeller Capital Management makes no representation as to their accuracy or completeness. Actual events or results may differ materially from those reflected or contemplated herein. Although the information provide is carefully reviewed, Rockefeller Capital Management cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided.
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.
The information contained herein is provided for informational purposes and may not be reproduced or distributed without Rockefeller Capital Management’s Inc.’s prior written consent.
©2024 Rockefeller Capital Management. All rights reserved. Does not apply to sourced material. Products and services may be provided by various affiliates of Rockefeller Capital Management.