AP NEWS

Rockefeller Capital Management Completes Acquisition of Greer Anderson Capital

December 3, 2018

NEW YORK--(BUSINESS WIRE)--Dec 3, 2018--Rockefeller Capital Management today announced it has completed the acquisition of Greer Anderson Capital LLC, a private investment management firm serving ultra-high-net-worth families and individuals. Firm principals Philip Greer and Gary Anderson have joined the Rockefeller Global Family Office. It is the first company acquisition for Rockefeller.

“Rockefeller is pleased to have completed our acquisition of Greer Anderson Capital, a high-quality investment manager,” said Gregory J. Fleming, President and CEO of Rockefeller Capital Management. “Phil and Gary bring extensive experience to our Global Family Office and now, as part of Rockefeller, can offer clients a wider array of solutions and services to achieve their long-term financial goals.”

Through the integration, Greer and Anderson – who each possess deep investment experience and knowledge, managing traditional and alternative investments for institutions, endowments and families – will become Senior Advisors. In addition, their clients now can access an expanded set of services, including trust services, asset-based lending, tax planning and strategic advisory.

About Rockefeller Capital Management

Rockefeller Capital Management is a leading independent financial services firm offering global family office, wealth management, asset management and strategic advisory services to ultra-high-net-worth individuals, families, institutional and corporate clients. As of September 30, 2018, the Firm had approximately $18.6 billion in assets under advisement. The firm has offices in New York, Atlanta, Boston, Washington, DC, Salt Lake City, and Wilmington, Delaware.

View source version on businesswire.com:https://www.businesswire.com/news/home/20181203005637/en/

CONTACT: Media:

Stephen Cohen, Teneo Strategy

stephen.cohen@teneostrategy.com

(212) 886-9332

KEYWORD: UNITED STATES NORTH AMERICA NEW YORK

INDUSTRY KEYWORD: PROFESSIONAL SERVICES FINANCE

SOURCE: Rockefeller Capital Management

Copyright Business Wire 2018.

PUB: 12/03/2018 12:00 PM/DISC: 12/03/2018 12:01 PM

http://www.businesswire.com/news/home/20181203005637/en

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