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Greer Anderson is Acquired by Rockefeller Capital; Adds ABL, Strategic Advisory Services

December 04, 2018, 08:00 AM

Rockefeller Capital Management announced it has completed the acquisition of Greer Anderson Capital LLC, a private investment management firm serving ultra-high-net-worth families and individuals. Firm principals Philip Greer and Gary Anderson have joined the Rockefeller Global Family Office. It is the first company acquisition for Rockefeller.

“Rockefeller is pleased to have completed our acquisition of Greer Anderson Capital, a high-quality investment manager,” said Gregory J. Fleming, President and CEO of Rockefeller Capital Management. “Phil and Gary bring extensive experience to our Global Family Office and now, as part of Rockefeller, can offer clients a wider array of solutions and services to achieve their long-term financial goals.”

Through the integration, Greer and Anderson – who each possess deep investment experience and knowledge, managing traditional and alternative investments for institutions, endowments and families – will become Senior Advisors. In addition, their clients now can access an expanded set of services, including trust services, asset-based lending, tax planning and strategic advisory. 

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