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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Greg Fleming

Rockefeller Revisited: What’s Driving the Success of this 3-Year-Old “Modern” Multi-Family Office?

Rockefeller Revisited: What’s Driving the Success of this 3-Year-Old “Modern” Multi-Family Office?

Rockefeller Capital Management has become one of the most sought-after options for advisors looking to deliver concierge-level service to ultra- and high net worth clients. National Field Director Michael Outlaw shares an insider’s perspective.

Rockefeller zeroes in on Merrill Lynch, Morgan Stanley advisers

Rockefeller zeroes in on Merrill Lynch, Morgan Stanley advisers

Louis Diamond Quoted – By Bruce Kelly, InvestmentNews – 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.

Rockefeller Capital Management Demystified

Rockefeller Capital Management Demystified

Industry superstar Greg Fleming at the helm, the Rockefeller name, an extraordinary financial advisor community and leadership dream team makes this firm a home run. COO Chris Dupuy shares some inside baseball on Rockefeller Capital Management.

Greg Fleming’s latest venture bets on the Rockefeller brand

Greg Fleming’s latest venture bets on the Rockefeller brand

Mindy Diamond Quoted – By Jeff Benjamin, InvestmentNews – Greg Fleming’s launch of Rockefeller Capital Management is fully stocked with brand recognition and the lofty goal of growing assets under management to $100 billion within five years. “The Rockefeller name is incredibly sexy, but it’s not just the name that we’re talking about now,” said Mindy Diamond, president of the recruiting firm Diamond Consultants. “The Greg Fleming connection is really the interesting part of this,” she added. “He comes from the wirehouse world, and the language he speaks will resonate with brokers.”

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