Michael Brakey is now serving in a new position at Rockefeller & Co. LLC

Mar 14, 2018
Board and Executive Moves
Background Information
Rockefeller's investment philosophy for wealth advisory clients is focused on seeking to enhance their clients' financial well-being and building on the value that they have already created. The firm provides investment management services to clients in three formats: entirely within a separately managed account; using a combination of Rockefeller & Co. separately managed accounts and Affiliated Funds; entirely with third-party managers and funds. The firm employs a comprehensive process that seeks to grow and preserve capital. The process generally begins by helping clients define their goals, objectives and risk tolerances. Once these investment parameters are agreed upon, Rockefeller & Co. would construct an investment portfolio using internal and, where appropriate, external strategies as agreed upon with the client.