Joseph Richard Kissinger

Employer firm

Rockefeller Capital Management CRD 294197

$36.8B regulatory AUM 423 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2017 → 04/2023
  First Republic Investment Management, Inc.
  New York, NY
• 09/2017 → 04/2023
  First Republic Securities Company, Llc
  New York, NY
• 08/2016 → 04/2017
  Unemployed
  Greenville, NC
• 04/2023 → Present
  Rockefeller Financial Llc
  Ny, NY
• 02/2024 → Present
  Rockefeller Capital Management
  New York, NY

Previous Registrations

• 2018-02-14 → 2023-05-16
  J.P. Morgan Private Wealth Advisors Llc
  New York, NY

Other Businesses

Name: The Matty Eck ''19'' Foundation Address: 11 Heather Lane Middletown NJ 07748 Investment-related: No Nature of the business: The foundation will exist to host fundraisers and memorial events in honor of Matt and to raise awareness and donations toward Multiple Sclerosis research and treatments. Role: Board Member Start Date: 08/05/2022 Description of duties: My role will be to help organize any events we host/sponsor which will include booking the venue finding venders for food/beverages getting the word around about the event and finding donors to help with the cost of hosting the event. Number of hours each month: 1 Number of hours during trading: 0

Exams

• S66 Uniform Combined State Law Examination
  2018-02-13

Other Names

• Joe R. Kissinger
• Joseph R Kissinger