Profiel
Mr. David P.
Harris, CFA MBA, is a Chairman & Senior Portfolio Manager at Rockefeller & Co. LLC.
He is a member of the RCM and RAM Management Committees and holds more than 28 years’ experience with Rockefeller.
Mr. Harris was Chief Investment Officer from 2005 through 2021 and President of Asset Management from 2018 – 2021.
He was the firm’s Director of Equity Management from 2003 to 2005.
Mr. Harris also served as portfolio manager for non-U.S.
and emerging market equity funds at Stein Roe & Farnham in the 1990s.
He received his B.A.
in Economics from the University of Michigan, an M.B.A.
with distinction from Cornell University and is a Chartered Financial Analyst® charter holder
Actieve functies van David Peter Harris
| Bedrijven | Functie | Begin |
|---|---|---|
Rockefeller & Co. LLC
 Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, do-business-as Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a direct subsidiary of RFS OPCO LLC, which is owned by Rockefeller Capital Management LP. RAM provides investment advisory services to institutional clients, intermediaries and high net-worth individuals and families. | Voorzitter | 01-01-2022 |
Eerdere bekende functies van David Peter Harris
| Bedrijven | Functie | Einde |
|---|---|---|
Rockefeller & Co., Inc.
 Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world. | Chief Investment Officer | 01-03-2018 |
| Stein Roe & Farnham, Inc. | Corporate Officer/Principal | 31-12-1998 |
Opleiding van David Peter Harris
| University of Michigan | Undergraduate Degree |
| Johnson Graduate School of Management | Masters Business Admin |
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| Bedrijven in privébezit | 3 |
|---|---|
Rockefeller & Co., Inc.
Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world. | Finance |
| Stein Roe & Farnham, Inc. | Finance |
Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, do-business-as Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a direct subsidiary of RFS OPCO LLC, which is owned by Rockefeller Capital Management LP. RAM provides investment advisory services to institutional clients, intermediaries and high net-worth individuals and families. | Finance |
