Rockefeller Capital Management today announced that Rose Lee, a respected industry leader with 20 years of experience in strategic investments, has joined the firm as Managing Director and Head of Investment Solutions. She will serve as a member of the firm’s Management Committee.
Lee will lead the strategic development and management of investment and securities products as well as client solutions for the Rockefeller Global Family Office, with responsibility for identifying client product and service needs, conducting competitive market analyses, managing products, and enhancing existing products and solutions.
“Rose Lee brings a great wealth and diversity of experience to the leadership of strategic investments for Rockefeller,” said Christopher Dupuy, Co-Head of the Rockefeller Global Family Office. “All of us, management and advisors alike, look forward to working closely with her as we continue to create and strengthen a preeminent investment platform for our wealth management clients."
Lee will be based at the firm’s 45 Rockefeller Plaza office in New York and report to Dupuy. Joining her team are James Beale, Head of Capital Markets and Managed Solutions; Jackie Klaber, Head of Opportunistic Investing; and Burt Mills, Head of Structured Products.
Before joining Rockefeller, Lee served as Head of Structured Product Sales & Development at Credit Suisse, where she focused on cross-asset investor products, including exchange traded products. In six years there, she was also co-head of the global electronic structured products platform initiative, a member of the Americas Equity Derivatives Management Committee, and Director of the Promotion Committee. Prior to Credit Suisse, Lee spent 14 years at Goldman Sachs, where she built the institutional structured solutions business and served as Head of Institutional Structured Notes. She also held multiple leadership positions in Synthetic Convertibles, Structured Equity Solutions, and the Structuring Sales Strategist group. She got her start in strategic consulting.
Lee earned an MBA from Columbia University and a bachelor’s degree in psychology from Dartmouth College.
About Rockefeller Capital Management
Rockefeller Capital Management was established in 2018 as a leading independent, privately-owned financial services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra-high-net-worth and high-net-worth individuals and families, institutions and corporations from 38 locations across the United States. Early in 2022, the Firm opened an office in London. As of March 31, 2022, the Firm was responsible for approximately $95 billion in client assets across its three business segments, the Rockefeller Global Family Office, which includes both the Private Wealth Management and Family Office businesses, Rockefeller Asset Management and Rockefeller Strategic Advisory.
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