Rockefeller Capital Management

Not the famous character from some of these books, but the founder of Jack Ryan Advisory and a leader who has spent more than 35 years identifying, developing, and leading exceptional people.

Jack spent 29 years at GE, including leading the legendary Croteville Leadership Institute before helping scale Rockefeller Capital Management from roughly 17 billion to more than 160 billion in assets.

His career gives him a rare perspective on how great organizations identify leaders, build culture, navigate adversity, and scale without losing what makes them successful.

Jack, welcome to Capitalist Culture.

And the other thing that happens is there's no wasted motion.

You're only focused on what you have to do that day or that week to build what you need to build to support your clients.

And very early, dating back to the early Rockefellers and the Rockefeller family of of just acting with integrity, taking care of families, giving people great service, acting humbly, all lessons that emanated from the Rockefeller family that also we as stewards of Rockefeller Capital Management had as kind of our true north in terms of how we treated people and how we grew the company.

How about for CEOs, private equity investors trying to rapidly scale a company? How do you know whether the existing leadership team can take the business where it needs to go or whether the company has simply outgrown some of the people that helped them get there?

A look at what's bugging Wall Street.

We talk to a veteran investor, one who has seen every cycle, Greg Fleming of Rockefeller Capital Management, on the markets and the policy driving ease or unease.

The clear issue in the last 10 years-

Is spending

We'll see.

[gentle music]

Joining us now, Greg Fleming, president and CEO of Rockefeller Capital Management, former president of Morgan Stanley Wealth Management.

I don't think I was at Merrill when you were there, but you were a big, big, uh, big swinging person at, uh, at Merrill.

today.Great.

Uh, I'm the, uh, CEO of Rockefeller Capital Management, which we started in twenty eighteen.

Mm-hmm.

I spent most of my career in the financial services business.

They're also quite high profile, so I imagine some of that strategy ends up being led by the client base coming to you or, and, and various, you know, people on your team saying, "Get me into Anderle," or, "Get me into XYZ," you know, name, and it feels like it's probably coming...

You know, the, the, the, the ultimate strategy is being, um, led in some way by, by both sides.

It is, Jordi, and, and in fact, you know, Rockefeller Capital Management, we're in over 30 wealth centers, over 50 cities across the country, and one of the reasons we do that is we wanna be embedded in local communities with the clients, with the families, because wealth is created in this country...

You know, when I was younger, you had a, a, a certain set of cities, and they're still there, New York and Boston and Houston and Dallas, but now you've got Nashville and Charlotte, obviously many places in Florida and, and in California, obviously Silicon Valley.

Can you talk about the NIL stuff, the financial literacy and why that means a lot to you?

Yeah, we partnered with Rockefeller Capital Management.

They kind of gave us a playbook because a lot of the kids now, they really don't understand what's going on as far as taxes and just different things as far as NIL and the parents.

I see that a lot.