Four Investment Banking Leaders Join Rockefeller Capital Management’s Strategic Advisory Group to Better Serve Rockefeller Global Family Office Clients and Corporate Clients – “Part of Growth Strategy”


Stephen Valentino, Scott Spieth, William Drewry and Eric Mun

NEW YORK, August 03, 2022–(BUSINESS WIRE)–Rockefeller Capital Management today announced the addition of four respected investment banking professionals to its strategic advisory team, including Stephane Valentinoformer Global Co-Head of Financial Institutions at Deutsche Bank, who becomes Managing Director and Head of Financial Institutions at Rockefeller.

The appointments were announced by Gregory J. Fleming, President and CEO, and James Ratigan, President of Strategic Advisory.

Strategic consulting is one of the three activities of Rockefeller Capital Management; the other two are the Rockefeller Global Family Office and Rockefeller Asset Management. Fleming said Strategic Advisory is expanding to both better serve Rockefeller Global Family Office clients who own and operate businesses while positioning the company to selectively serve corporate clients in critical industries, as part of plans overall growth of the company.

“We are proud of the caliber of people who have chosen to join Rockefeller,” Fleming said. “Our expanded banking capability will be an important part of our broader company-wide efforts – under the leadership of Laura Esposito as Head of Corporate Client Coverage – to bring the full range of company to our relationships with our priority customers in all parts of Rockefeller.” Ratigan added, “I am confident that we will make a significant contribution to the business in the months and years to come and, more importantly, bring an even more powerful capability within reach of Rockefeller customers and prospects.”

Valentino brings over 20 years of experience in global transactions, including mergers and acquisitions, capital raisings and corporate divestitures. At Deutsche Bank for the past 13 years, he also provided senior relationship coverage for the bank’s ultra-high net worth clients. Previously, he was Head of FIG Americas and Head of Specialty Finance in the United States, and before joining Deutsche Bank, he worked at Lehman Brothers.

The strategic advisory team is complemented by three other accomplished bankers:

  • Scott Spieth, most recently Senior Managing Director at Evercore for Corporate Finance, M&A and Strategic Shareholder Advisory, brings 16 years of experience in mergers and acquisitions and shareholder dynamics across various industries. At Rockefeller, Spieth will be managing director and responsible for strategic shareholder advice. For the past six years, he has led teams advising companies on these topics, including shareholder activism. Previously, he worked for more than 10 years at Deutsche Bank as a managing director in mergers and acquisitions, where he led transactions for public and private companies. A graduate of the United States Military Academy at West Point, Scott served for six years as an Army infantry officer. He holds an MBA from Harvard Business School. He will be based in Denver.

  • William Drewry, most recently Managing Director and Head of Internet, Media and Entertainment Investment Banking at Truist Securities, brings over 20 years of experience advising media, technology, digital and private equity clients . Prior to joining Truist, Drewry held various senior positions at Pursuit Advisory, where he was a founding partner, RBC Capital Markets, Diamond Castle Holdings and UBS. At RBC, he led coverage of the media sector, completing more than 40 major transactions in four years. During his career, Drewry ranked among the top three analysts for 11 consecutive years and number one in Institutional investor four times. He holds a bachelor’s degree in history from Old Dominion University. At Rockefeller, Drewry will become managing director and head of internet, media and entertainment next month, based in New York and Atlanta.

  • Eric Mun also joins Rockefeller from Truist Securities, where he served as head of technology investment banking for nearly six years in the San Francisco Bay Area. He brings 16 years of experience to Rockefeller, where as Senior Vice President, he will work closely with team colleagues and their customers as technology continues to permeate all industries. Previously, Mun held several positions in investment banking at GCA, ArchPoint Partners and Wells Fargo. After graduating from the University of California, Davis, he worked in corporate strategy at Hewlett Packard. He will be based in Dallas.

“I look forward to partnering with these individuals as we expand the firm’s ability to provide a full range of business advisory, financing and transactional services to new and existing clients, while complementing our current team. of senior bankers serving clients in financial institutions, real estate, industrials, consumer/retail, sports, healthcare and Latin America,” Ratigan said.

About Rockefeller Capital Management
Rockefeller Capital Management was established in 2018 as a leading independent and private financial services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the firm has evolved to provide strategic advice to ultra-high net worth and high net worth individuals and families, institutions and corporations at 40 locations across the United States . . In early 2022, the Firm opened an office in London. As of June 30, 2022, the company was responsible for approximately $90 billion in client assets across its three business segments, Rockefeller Global Family Office, Rockefeller Asset Management and Rockefeller Strategic Advisory.

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Annie Sedgwick
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