Philip Kolb

Head, Operations, Rockefeller Capital Management at Rockefeller Capital Management

Philip Kolb is Head of Operations at Rockefeller Capital Management. He is a member of the firm’s Management Committee.

Prior to Rockefeller, Phil was Managing Director and Head of Product Operations and Account Services at Morgan Stanley. In this capacity, he was responsible for the full end-to-end service delivery of many of the Wealth Management Investment products offered through the firm’s financial advisor network.

Over the years, Phil has built an extensive network and has been a member of multiple Financial Services industry groups. Most recently he sat on the Executive Board at NICSA and served as Chairman of the Membership Committee since 2016. He has been a member of DTCC’s Senior Advisory Board for Wealth Management and a Senior Committee Member of the Alternative Investment Platform (AIP). He has been a frequent contributor and speaker at industry conferences on topics including, the impacts of the DOL Fiduciary Rule, the role of Artificial Intelligence in Operations, and Alternative Investment operating standards.

Phil is an experienced leader who has held multiple management positions over his 35-year career in Financial Services. He has significant global experiences and influence and has resided in New York, New Jersey, Singapore, and Zurich, Switzerland.

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New York, United States

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Rockefeller Capital Management

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Rockefeller Capital Management is a leading independent financial services firm led by President & Chief Executive Officer Gregory J. Fleming, offering global family office, wealth management, asset management and strategic advisory services to ultra-high-net-worth individuals, families, institutions and corporations.


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501-1,000

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