Greg Rhodes

Meet Greg.

Greg Rhodes develops personalized financial strategies for wealthy families, philanthropic foundations, and institutional clients. His approach focuses on the complexities and opportunities that accompany substantial wealth. Before joining Rockefeller, he advised clients at Merrill Lynch and previously worked in nonprofit management at an academic medical center.

Before your first conversation.

Areas of focus

Family wealth · Philanthropic foundations · Institutional clients · Financial planning

Credentials recorded in sources

CFP®, CRPC™

Investment minimum

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Fees & compensation

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Rockefeller Capital Management offers wealth management through Rockefeller Global Family Office, alongside investment management and investment banking businesses. Its wealth teams describe investment advisory, wealth strategy, family office solutions, trustee services, philanthropy, lifestyle advisory, and financial education for the next generation.

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