Capital Allocators – Inside the Institutional Investment Industry

Greg Fleming – Building and Running Rockefeller Capital Management (Capital Allocators, EP.125)

Mar 16, 2020

Greg Fleming, the founding CEO of Rockefeller Capital Management, shares his remarkable journey from law to finance, highlighting key leadership lessons amid the 2008 financial crisis. He discusses the marriage of technology and personalized client interactions in asset management, along with the firm's strong commitment to ESG investing. Fleming reflects on his bond with Yankee legend Derek Jeter and their shared philanthropic efforts. He also emphasizes the importance of routine for personal growth and the evolving landscape of finance shaped by technology.

01:02:02

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Greg Fleming

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Episode notes

Intro

5min

Navigating Early Career Lessons and Leadership Challenges

20min

Strategic Growth in Asset Management

18min

Cultivating Growth in Family Offices

10min

Leadership and Legacy in Baseball

5min

Personal Passions and the Impact of Technology on Finance

3min

Embracing Routine and Lifelong Growth

5min

Greg Fleming is the founding CEO of Rockefeller Capital Management, where he took the helm of a storied family office in 2018 to build and serve other families and institutions as well. Prior to taking on this challenge, Greg was the President of Morgan Stanley Wealth Management and Morgan Stanley Investment Management and before that spent seventeen years at Merrill Lynch, culminating in serving as President and Chief Operating Officer from 2007-2009.

Our conversation walks through some of Greg’s career path, including highlights from the financial crisis, and the Rockefeller Capital Management business and strategy. We hit on ESG investing, serving clients, and leadership. And I couldn’t help asking Greg about his relationship with Yankee great Derek Jeter.

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