Duncan Wheeler

Role: Wealth Manager at Rockefeller Capital Management
Location: Winter Park, FL, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Wealth Manager
Rockefeller Capital Management
Jun 2023 — Present

Contact information

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Work email
•••••@rockco.com
Personal email
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Current company

Rockefeller Capital Management

Financial Services · 1.7K employees · Founded 2018 · New York, New York, United States

At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help discerning clients—individuals, families, businesses, and institutions—achieve their goals through the delivery of premier financial advisory and investment management. We specialize in wealth management, asset management, and investment management with the objective of connecting clients to a broad network of solutions and compelling opportunities that they wouldn’t be able to explore anywhere else. Originally founded in 1882 as the family office of John D. Rockefeller, the firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations.

rockco.com

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Experience

Wealth Manager

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