October 4, 2022


Enduring Values

Rockefeller Cash Administration Names Rose Lee, Highly regarded Field Leader in Strategic Investments, as Head of Expenditure Methods

NEW YORK–(Small business WIRE)–Rockefeller Money Administration today announced that Rose Lee, a highly regarded field leader with 20 decades of experience in strategic investments, has joined the company as Handling Director and Head of Financial commitment Solutions. She will provide as a member of the firm’s Management Committee.

Lee will direct the strategic growth and administration of investment decision and securities merchandise as nicely as consumer remedies for the Rockefeller World Relatives Place of work, with duty for identifying customer solution and assistance needs, conducting aggressive market place analyses, running merchandise, and maximizing current products and remedies.

“Rose Lee brings a good wealth and range of experience to the leadership of strategic investments for Rockefeller,” mentioned Christopher Dupuy, Co-Head of the Rockefeller World-wide Spouse and children Business office. “All of us, management and advisors alike, appear forward to operating carefully with her as we continue to develop and strengthen a preeminent investment system for our wealth management customers.”

Lee will be primarily based at the firm’s 45 Rockefeller Plaza business office in New York and report to Dupuy. Signing up for her staff are James Beale, Head of Money Markets and Managed Options Jackie Klaber, Head of Opportunistic Investing and Burt Mills, Head of Structured Items.

Right before joining Rockefeller, Lee served as Head of Structured Merchandise Sales & Improvement at Credit score Suisse, wherever she focused on cross-asset investor merchandise, like trade traded merchandise. In 6 many years there, she was also co-head of the world digital structured products and solutions platform initiative, a member of the Americas Equity Derivatives Administration Committee, and Director of the Advertising Committee. Prior to Credit rating Suisse, Lee put in 14 yrs at Goldman Sachs, where she crafted the institutional structured alternatives organization and served as Head of Institutional Structured Notes. She also held several leadership positions in Synthetic Convertibles, Structured Fairness Answers, and the Structuring Profits Strategist group. She bought her start in strategic consulting.

Lee attained an MBA from Columbia University and a bachelor’s diploma in psychology from Dartmouth School.

About Rockefeller Capital Management

Rockefeller Funds Administration was recognized in 2018 as a major unbiased, privately-owned financial providers firm. Initially started in 1882 as the relatives office of John D. Rockefeller, the Firm has developed to offer you strategic guidance to extremely-significant-net-well worth and large-web-worthy of folks and family members, institutions and organizations from 38 areas throughout the United States. Early in 2022, the Company opened an business in London. As of March 31, 2022, the Company was responsible for about $95 billion in shopper property throughout its 3 enterprise segments, the Rockefeller World-wide Family members Office, which contains the two the Personal Wealth Administration and Spouse and children Office enterprises, Rockefeller Asset Management and Rockefeller Strategic Advisory.