Leadership & Staff
Reuben Jeffery III
Undersecretary of State for Economic, Energy, and Agricultural Affairs; former CFTC chairman
Peter M O’Neill
Rockefeller Brothers Fund; Meriwether Capital
David Rockefeller Jr
philanthropist and son of David Rockefeller Sr
Michael Armondo
Managing Director for Rockefeller Capital Management
Gregory J Fleming
Former President & COO of Merrill Lynch
Brian Kaufmann
Head of Private Investments at Viking Global Investors
Owners
IGM Financial Inc.
The largest non-bank-affiliated asset manager in Canada
Viking Global Investors LP
Hedge fund
Child Organizations
Whitnell & Co.
Wealth management firm that caters to ultra-high-net-worth clients
Vios Advisors
Multi-Generational and Bi-Coastal Private Wealth Management Practice
