Talk:Rockefeller Capital Management

Source analysis

I have anlaysed the references in this permalink to the best of my ability in the table below. I have been unable to see the elements that are behind paywalls, and leave that to others to assess Fiddle^Timtrent Faddle^Talk to me 13:41, 3 September 2021 (UTC)

Source assessment table prepared by User:Timtrent

Source	Independent?	Reliable?	Significant coverage?	Count source toward GNG?
https://www.thestreet.com/investing/greg-fleming-gets-rockefellers-ceo-job-14335605	The Street is independent	External commentary	However, a lengthy and decent reference e is beimng used to verify a tiny fact, right at the end	✔ Yes
https://rcm.rockco.com/contact-us/	Org's own site	Org's own site	A list of stuff	✘ No
https://www.ft.com/content/e311b324-a923-11e7-ab55-27219df83c97	FT is independent	Behind a paywall	Behind a paywall	? Unknown
https://www.wsj.com/articles/former-morgan-stanley-executive-to-run-rockefeller-family-office-1507109581	WSJ is independent	Behind a paywall	Behind a paywall	? Unknown
https://www.barrons.com/articles/rockefeller-capital-management-opens-chasing-100-billion-1519929547	Behind a paywall	Behind a paywall, but feels liek a PR piece	Behind a paywall	? Unknown
https://www.businessinsider.com/rockefeller-capital-greg-fleming-recruiting-expansion-strategy-2020-7?r=US&IR=T	~ Behind a paywall	Behind a paywall	Behind a paywall	? Unknown
https://www.businessinsider.com/rockefeller-management-acquires-greer-anderson-capital-2018-10?r=US&IR=T	oddly, appears to be ref 6, but with no paywall and a different title	Feels very PR like	Substantial verbiage	? Unknown
https://www.businessinsider.com/rockefeller-capital-management-whitnell-wealth-management-midwest-expansion-2021-1?r=US&IR=T	Behind a paywall	Behind a paywall	Behind a paywall	? Unknown
https://seekingalpha.com/news/3649080-associated-banc-corp-divests-wealth-management-subsidiary-whitnell-to-rockefeller-capital	Press release material and Behind a paywall	Press release material and Behind a paywall	very few bullet pointed comments	✘ No
https://observer.com/2019/09/rockefeller-family-office-acquire-silicon-valley-investment-firm/	Press release	Press release	Press release	✘ No
https://citywireusa.com/registered-investment-advisor/news/rockefeller-to-buy-1-4bn-chicago-area-ria/a1446600	Regurgitated reworked press release	Regurgitated reworked press release	Regurgitated reworked press release	✘ No
https://rcm.rockco.com/global-family-office/	Org's own web site	Org's own web site	Org's own web site and negligible coverage	✘ No
https://www.euromoney.com/article/b1cy15c39280xx/wealth-management-the-next-generation	~ interviews with many folk imn the sector	has an aura of reliability	A string of passing mentions in interviews with Fleming.	✘ No
https://www.unepfi.org/member/rockefeller-capital-management/	~ UN is independent	A corporate profile as penned by the PR team	Just a corporate flannel panel	✘ No
https://citywireamericas.com/news/rockefeller-enters-offshore-fund-market-with-double-launch/a1231436	Press release material	Press release material	Press release material	✘ No
https://www.environmentalleader.com/2021/01/bloomberg-and-rockefeller-asset-management-launch-esg-improvers-index/	Press release material	Press release material	Press release material	✘ No
https://www.bloomberg.com/news/audio/2020-11-25/greg-fleming-on-shaping-wall-street-podcast	Interview with the principal	Interview with the principal	Interview with the principal	✘ No
https://rcm.rockco.com/our-people/	Org;'s own website	Org;'s own website	~ Org;'s own website	✘ No
This table may not be a final or consensus view; it may summarize developing consensus, or reflect assessments of a single editor. Created using {{source assess table}}.

The notability hangs, for me, on the elements behind paywalls that I have been unable to inspect. Pinging DGG who has an interest in this draft. Please note that this analysis is my own opinion, and is a subjective analysis unless and until modified and/or ratified by oyther editors in good standing.

My firm advice is to remove anything that even feels like a PR piece, if necessary removing also the alleged fact it purports to reference. Fiddle^Timtrent Faddle^Talk to me 13:41, 3 September 2021 (UTC)

Discussion coming tomorrow. As usual, we mostly but not completely agree--we look with slightly different concerns,& I think I can get to some of the paywalled articles. DGG ( talk ) 08:58, 4 September 2021 (UTC)

Disagreement is good. It means that eventual thoughts are better because of it. I can be persuaded by good arguments, as can you. Fiddle^Timtrent Faddle^Talk to me 14:16, 4 September 2021 (UTC)

Significant coverage

For your consideration, here is a list of some full articles in major publications I have found.

Extended content

• Surane, Jennifer; Foxman, Simone (October 4, 2017). "Viking Global to Back Rockefeller Wealth Firm Led by Fleming". Bloomberg News.
• McLannahan, Ben (October 4, 2017). "Greg Fleming returns with Rockefeller-backed asset manager". Financial Times.
• Hoffman, Liz (October 4, 2017). "Derek Jeter's Banker Joins Rockefellers in New Wall Street Venture". Wall Street Journal.
• Keoun, Bradley (November 15, 2017). "Perennial Wall Street Runner-Up Greg Fleming Is Now Rockefellers' Money Man". TheStreet.
• Oran, Olivia (October 4, 2017). "Ex-Morgan Stanley exec Fleming in venture to set up wealth management firm". Reuters.
• "Storied Merrill, Morgan Stanley Alum Joins the Rockefellers". Barron's. October 5, 2017.
• "Former Morgan Stanley unit president in venture to create financial services firm". Reuters. October 4, 2017.
• "Why Wall Street Star Greg Fleming Joined the Rockefellers". Barron's. November 9, 2017.
• Garmhausen, Steve (March 1, 2018). "Rockefeller Capital Management Opens, Chasing $100 Billion". Barron's.
• Bisnoff, Jason (April 7, 2021). "Rockefeller Capital Management Adds Derek Jeter To Board After Growing To $75 Billion In Three Years". Forbes.
• Walsh, Ben (March 1, 2018). "Rockefeller Firm to Expand Into M&A Advising". Barron's.
• McElhaney, Alicia (October 4, 2017). "Former Morgan Stanley Executive to Expand Rockefeller Capital Management". Institutional Investor.
• Welsch, Andrew (April 7, 2021). "Great Catch: Derek Jeter Joins Rockefeller's Board of Directors". Barron's.
• Diamond, Mindy. "First Republic Private Wealth Management And Rockefeller Capital Management: What Makes Them So Appealing To Top Financial Advisors?". Forbes.
• Walsh, Ben (March 3, 2018). "What Greg Fleming Wants With the Rockefellers' Firm". Barron's.
• Foxman, Simone; Tan, Gillian; Basak, Sonali (September 6, 2018). "Fleming's Rockefeller Said to Target Silicon Valley Wealth Firm". Bloomberg News.
• Woolley, Suzanne; Alexander, Sophie (September 18, 2019). "Rockefeller Capital Buys Wealth Firm for Silicon Valley Rich". Bloomberg News.
• Ungarino, Rebecca (July 27, 2020). "Greg Fleming's $43 billion Rockefeller Capital has hired 19 adviser teams from top wealth firms in 7 months. Execs lay out where it's focused next". Business Insider.
• Morris, Meghan (October 12, 2018). "Ex-Morgan Stanley rainmaker Greg Fleming's new firm is putting in place 'the building blocks' to reach $100 billion in assets — and it's just made its biggest move yet". Business Insider.
• Ungarino, Rebecca (January 7, 2021). "Greg Fleming's Rockefeller is eyeing more deals like the $1.4 billion wealth firm it's buying. Its family office head lays out its aggressive cross-country push". Business Insider.
• Welsch, Andrew (April 5, 2021). "Hiring of UBS Team Helps Rockefeller Capital Management Pass Milestone". Barron's.
• Cao, Sissi (September 19, 2019). "Rockefeller Family Deepens Ties in Silicon Valley Through Elite Merger". The New York Observer.
• Foerch, Andrew (19 April 2021). "Rockefeller adds Detroit-area Merrill team". Citywire.
• Simpson, Atholl (May 21, 2019). "Rockefeller enters offshore fund market with double launch". Citywire.
• Wenik, Ian (September 4, 2019). "Rockefeller adds Morgan Stanley duo in NYC". Citywire.
• Foxman, Simone; Chasan, Emily (April 23, 2018). "The family office world grapples with how to confront corporations". Bloomberg Markets.
• Kelly, Bruce (May 11, 2021). "Rockefeller zeroes in on Merrill Lynch, Morgan Stanley advisers". InvestmentNews.
• Cuccinello, Hayley (June 3, 2021). "Greg Fleming's Rockefeller is staffing up and eyeing more M&A to take its family-office business to the next level". Business Insider.

--TerryBG (talk) 01:12, 5 September 2021 (UTC)

@TerryBG Please read and understand WP:RS. Further reading is at WP:RSP. Please understand PR and Press Release material, whether issued verbatim or rehashed or regurgitated in some manner, adds precisely nothing to WP:N. Recognising PR material is very easy. I used to write a great deal of it professionally. Anything that even feels like PR does not belong on any list of potentially useful sources Fiddle^Timtrent Faddle^Talk to me 21:44, 5 September 2021 (UTC)