Avery Sheffield
Portfolio Manager-Equities at Rockefeller & Co. LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Casey Collins Clark | M | - |
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. | 5 years |
| Jimmy C. Chang | M | - |
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. | 6 years |
| Greg Fleming | M | 61 |
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. | 6 years |
| Michael Duk Hee Seo | M | - |
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. | 6 years |
| David Peter Harris | M | - |
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. | 6 years |
| Jose Garza | M | - |
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. | 3 years |
| Thomas Robertson | M | 81 |
The Wharton School of the University of Pennsylvania
| 17 years |
| Victor Lee | M | - |
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. | 6 years |
| Rose Sojung Lee | F | - |
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. | 2 years |
| Jeffrey R. Nathan | M | - |
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. | 1 years |
| Trey Sindall | M | - |
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. | 6 years |
| Stacy Rasgon | M | - |
Sanford C. Bernstein & Co. LLC
 Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | 16 years |
| Bob Brackett | M | - |
Sanford C. Bernstein & Co. LLC
Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | 14 years |
| David Vernon | M | - |
Sanford C. Bernstein & Co. LLC
Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | 14 years |
| Tim Skiendzielewski | M | 43 |
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. | 1 years |
| Rolando Morillo | M | - |
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. | - |
| Adam D. Compton | M | 59 |
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. | 4 years |
| Jason Kotik | M | 55 |
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. | 2 years |
| Jason Stern | M | - |
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. | 4 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Jake Viet Tran | M | - |
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. | 4 years |
| Nicolas Rodriguez-Brizuela | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Jennifer Rowland | F | - |
The Wharton School of the University of Pennsylvania
| 5 years |
| Xiaohan Zhu | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Steven Finn | M | 38 |
The Wharton School of the University of Pennsylvania
| 4 years |
| Joshua Paul Sonneland | M | - |
Sanford C. Bernstein & Co. LLC
Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | 13 years |
| Mario Miranda | M | - |
The Wharton School of the University of Pennsylvania
| 11 years |
| Eli Simon | M | - |
The Wharton School of the University of Pennsylvania
| 5 years |
| Amanuel M. Lakew | M | - |
The Wharton School of the University of Pennsylvania
| 13 years |
| William Ogrodnick | M | - |
The Wharton School of the University of Pennsylvania
| 10 years |
| Zain Akbari | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| David Portnoy | M | - |
The Wharton School of the University of Pennsylvania
| 10 years |
| Brian McNamara | M | - |
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. | 2 years |
| Bill Pecoriello | M | - |
Sanford C. Bernstein & Co. LLC
Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | 13 years |
| Mit Ratilal Shah | M | - |
Sanford C. Bernstein & Co. LLC
Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients.
The Wharton School of the University of Pennsylvania
| 5 years |
| Lee Kalowski | M | 43 |
Sanford C. Bernstein & Co. LLC
Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients.
The Wharton School of the University of Pennsylvania
| 3 years |
| Steven David Wislo | M | - |
Sanford C. Bernstein & Co. LLC
Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients.
The Wharton School of the University of Pennsylvania
| 6 years |
| Rama Sekhar | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| NICOLAS ZYLBERSTEIN | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Allison Williams | F | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Sally Mahloudji | F | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Ruchira Shukla | F | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Caroline Jones | F | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Vaibhav Saraiya | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Jing Yang | F | 45 |
The Wharton School of the University of Pennsylvania
| 2 years |
| Ian Ferry | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Jason Morganroth | M | - |
The Wharton School of the University of Pennsylvania
| 3 years |
| BRIAN CARGO | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Luke Thomas | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Ita Ekpoudom | F | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Sonika Chandra | F | 50 |
The Wharton School of the University of Pennsylvania
| 2 years |
| Evaristus Tolulope Sokenu | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Andrew B. Hirsekorn | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Su-Jin Lim | F | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Andrew Zloto | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Joshua Barenbaum | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Arliadi Hadid Mahadi | M | 50 |
The Wharton School of the University of Pennsylvania
| 2 years |
| Kevin yu | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Neha Santiago | F | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Jack Zhou | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Hesham Wahby | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Fuld Jackie | F | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Lauren Taylor Wolfe | F | 45 |
The Wharton School of the University of Pennsylvania
| 2 years |
| -Jackson Ethan Monreal | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Kevin Au | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Papantoniou Antonios | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Kim Eddie /barclays/ | - | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Gustavo A. Giraldo | M | 52 |
The Wharton School of the University of Pennsylvania
| 2 years |
| Thomas Slater | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Frank Zhang | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Erica Son | F | 35 |
The Wharton School of the University of Pennsylvania
| 4 years |
| Dan Park | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Muhammad Mian | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Ryan Stuckert | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Noah Kaye | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Franky Lee | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Aaron Li | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Kevin | M | - |
The Wharton School of the University of Pennsylvania
| 5 years |
| Vaibhav Pavan Morarka | M | 39 |
The Wharton School of the University of Pennsylvania
| 2 years |
| Teresa Y. Baik | F | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Casey Anderson | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Nicolas Bañados Lyon | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Emily Zovko | F | - |
The Wharton School of the University of Pennsylvania
| 14 years |
| Alex Verba | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Adam D. Wyden | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Shaun Rader | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Jesslyne Widjaja | F | 39 |
The Wharton School of the University of Pennsylvania
| 2 years |
| David Yale Brill | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Ariel Garcia | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Abhiraj R. Modi | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Jenny Claydon | F | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Christina Scalzo | F | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Peter Notz | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Mark Ludwig | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Hilary Fleischer | F | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Wayne Hu | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Alfred Chu | M | 49 |
The Wharton School of the University of Pennsylvania
| 2 years |
| Tom Clarkson | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Colin Donnelly | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| M Aubrey | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 99 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Avery Sheffield
- Personal Network
