NEW YORK, Oct. 26, 2015 /PRNewswire/ -- Rockefeller & Co., Inc. -- a global wealth and investment management firm serving individuals, families, trusts, foundations, endowments and other institutions -- announced today the recent hire of Kara Valentine as Vice President and Director of Marketing.
Reuben Jeffery, Chief Executive Officer, said: "I am pleased to welcome Kara to Rockefeller & Co., and look forward to working with her on the many aspects of positioning the firm's brand with our clients, with new relationships, and with the industry more broadly."
Prior to joining Rockefeller, Ms. Valentine led marketing and brand strategy for Dynasty Financial Partners. Prior to that position, she spent over 20 years in senior, client-oriented marketing roles at U. S. Trust, Merrill Lynch Wealth Management, and Morgan Stanley. Ms. Valentine is a graduate of Villanova University with a Bachelor of Science in Business Administration, Marketing.
About Rockefeller & Co., Inc.
Headquartered in New York and with offices in Boston, Washington D.C., Stamford, Connecticut, and Wilmington, Delaware, Rockefeller & Co. provides comprehensive investment and wealth management services to a diversified client base of families, trusts, foundations and endowments and other institutions. As of September 30, 2015, the firm and its subsidiaries had approximately $41.2 billion* in client assets under administration. For additional information, please visit www.rockco.com.
* As of September 30, 2015. This number includes net assets under management of approximately $9.9 billion, plus other non-managed assets for which Rockefeller & Co., Inc. and/or its subsidiaries provide other services, such as financial planning, administration and/or consulting for open architecture programs or other assignments, information management, consolidated reporting, and tax and accounting. Information management services are provided by Rockit Solutions, LLC. Please refer to Rockefeller & Co., lnc.'s Form ADV, Part 1A for additional information.
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SOURCE Rockefeller & Co., Inc.