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In the News

Rockefeller zeroes in on Merrill Lynch, Morgan Stanley advisers

Posted by Louis Diamond

May 12, 2021
Louis Diamond Quoted
By Bruce Kelly

Greg Fleming’s deep ties to his former firms, Merrill Lynch and Morgan Stanley, are paying off at his latest venture, Rockefeller Capital Management, the wealth management firm he helped launch in 2018 and is the CEO.

A veteran of Wall Street management, Fleming worked at Merrill Lynch, eventually becoming president, up until it was bought by Bank of America in the deepest days of the credit crisis, from 1993 to 2009. A year later he went to work for Morgan Stanley and was head of wealth and asset management before leaving in 2016, two years before the launch of Rockefeller Capital.

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