11/14/2017 Rockefeller & Co., Inc.: Private Company Information - Bloomberg Capital Markets November 14, 2017 6:15 PM ET Company Overview of Rockefeller & Co., Inc. Snapshot People Company Overview Key Executives For Rockefeller & Co., Inc. Rockefeller & Co., Inc. is a privately owned Mr. Reuben Jeffery Ill, J.D. investment manager. It provides its services to High Managing Director, President, CEO, and Member of net worth individuals, their families, family offices and Ane ba related entities, funds organized as domestic or ite rire (von-Ls.) companies, limited partnerships, Mr. David Westbrook limited liability companies or other types of legal Chief Financial Officer and Managing Director entities; U.S. registered investment companies; Trusts and other fiduciary accounts , Foundations, Mr. Stuart Hendry endowments, charitable and other nonprofit Chief Operating Officer and Managing Director institutions; Taxable and tax-exempt accounts, and Sovereign Nation(s). The firm manages separate Mr. David Peter Harris CFA j ; j . Chief Investment Officer, Managing Director, and client-focused equity and fixed income portfolios. The Portfolio Manager firm invests in the public equity markets across the globe. It invests in the fixed income m... Ms. Yvette Marie Garcia J.D. . — Chief Administrative Officer, Secretary, Managing Detailed Description Director, and General Counsel Compensation as of Fiscal Year 2017. 40 Rockefeller Pl Phone: 212-549-5330 Seen CN aa Fax: 212-549-5524 New York, NY 10020 www.rockco.com United States Founded in 1882 Rockefeller & Co., Inc. Key Developments Rockefeller & Co Names David Rockefeller, Jr. as Chairman Oct 31 16 Rockefeller & Co announced that director David Rockefeller, Jr. has been appointed chairman of the board of directors. Mr. Rockefeller, a founding member of the board of directors, succeeds Colin G. Campbell, who has served as chairman since 2003. Mr. Campbell will remain a member of the board of directors. As chairman, Mr. Rocke