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Rockefeller and Company Names Michael Marsh Senior Vice President


News provided by

Rockefeller and Company

Feb 01, 2010, 11:00 ET

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NEW YORK, Feb. 1 /PRNewswire/ -- Rockefeller and Company ("Company")—a leading global wealth management firm serving high-net-worth individuals, families, trusts, foundations and endowments— today announced that Michael R. Marsh has been named a Senior Vice President of the Company.  Mr. Marsh is based in Washington, D.C. where he will focus on business development activities.

In this role, Mr. Marsh will work closely with Managing Director Paul Veith and will collaborate with Investment, Client Advisory and other professionals throughout the Company to develop investment management and advisory opportunities with non-profit and other clients.  

Austin V. Shapard, President and Chief Operating Officer of Rockefeller and Company, said, "Mike Marsh is a seasoned professional with a proven track record of developing and building client relationships.  I am pleased that Mike has joined Rockefeller and Company, and I look forward to his contributions to our Washington, D.C. office and the firm at large."  

Previously, Michael Marsh was a Managing Director in the Strategic and Business Development division at Lynx Investment Advisory, LLC, where he was responsible for directing national sales and marketing, with a focus on non-profit institutional business growth.  He was also a Regional Vice President and Asset Management Advisor with Merrill Lynch Investment Management's Private Investors and has held other senior level positions in the investment management industry since 1996.  

Mr. Marsh holds an M.B.A. from Fordham University, a B.S. in Business Management from Fairleigh Dickenson University and a Masters in Divinity and Theology from the Graduate Theological Union at Berkeley.  In addition, he is a Certified Financial Manager.

Rockefeller and Company

Headquartered in New York and with offices in Boston, Washington D.C. and Wilmington, Delaware, Rockefeller and Company is a leading global wealth management firm that provides comprehensive wealth and investment management services to a diversified client base of high net worth individuals, families, trusts, foundations and endowments.  Independent and privately-owned, the firm has three wholly owned subsidiaries: Rockefeller Trust Company, N.A., a national limited purpose trust company, The Rockefeller Trust Company (Delaware), a Delaware limited purpose trust company, and Rockit Solutions, LLC, a leading provider of wealth data aggregation and reporting solutions for single-family and multi-family offices, high net worth individuals and financial institutions.  Rockefeller and Company was incorporated in 1979 and registered with the Securities and Exchange Commission in 1980 as an investment adviser.  As of December 31, 2009, the firm and its subsidiaries had approximately $25 billion in assets under administration.


Media Inquiries

Michael Herley or David Lilly

Kekst and Company

212-521-4897 or 212-521-4878

[email protected] or [email protected]


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