Talk:Rockefeller Capital Management

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TerryBG (talk · contribs) has been paid by Arrow Data Labs on behalf of Rockefeller Capital Management. February 2021 disclosure.

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)[reply]

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)[reply]

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)[reply]

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)[reply]

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)[reply]

@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)[reply]