Brakey began his career in the Corporate Lending unit of Bank One (now JPM) and is a Chartered Financial Analyst (CFA). Before that, he headed the Consumer Lending as well as the Global Securities-Based Lending businesses and ran the Business Financial Services Western Division. Brakey spent 17 years at Merrill Lynch, later Bank of America Merrill Lynch, where he finished as a Managing Director and Head of Global Wealth Credit Strategy and Investment Lending. At Morgan Stanley, he ran High Net Worth lending and led Private Banking Group strategy. Brakey was a Managing Director at Morgan Stanley, which he joined in 2011 to help accelerate the firm’s banking growth strategy. Brakey also serves on the Rockefeller Capital Management Committee. Michael Brakey is Managing Director and the Head of Strategic Client Solutions for Rockefeller Capital Management which includes the Credit, Banking, Insurance, Annuity and Retirement businesses. A graduate of Wagner College, James holds his Series 7,24, 63 and 65 licenses. James is an active advocate for victims of pediatric cancer and serves as a Trustee and Advisory Director on the board of The Arms Wide Open Childhood Cancer Foundation. Before joining Merrill Lynch in 2004, James started his career at Scudder Investments serving in both Origination and Distribution roles after concluding a professional hockey career in Europe and the U.S. In prior roles at Merrill Lynch, James served as a Northeast Regional Director for Structured Investment Sales and held leadership positions in Equity Syndicate and Product Origination. James joined Rockefeller in April 2020 after 16 years at Merrill Lynch, where he was a Managing Director and Head of Capital Markets Sales within the Investor Solutions Group. Additionally, James is focused on the constant development and enhancement of the Managed Platform. James is responsible for developing and enhancing Rockefeller Capital Management’s Capital Markets capabilities. He is a member of the firm’s Management Committee. Beale is a Managing Director and National Business Development Director for Rockefeller Capital Management. Michael currently holds his CFP® (Certified Financial Planner) and ChFC® (Chartered Financial Consultant) certifications. He was honored to be on the Board of the Merrill Lynch Trust Company of Texas, the Market Executive Strategic Committee, and the Chairman of the Director Advisory Council to Leadership. Beginning as a Financial Advisor in San Antonio, Michael had various roles in leadership, including Resident Director, District Sales Manager, Director, and Managing Director. At Merrill Lynch, he managed over 300 individuals and $36 billion in assets. He served in the United States Army as an Armor Officer after going to airborne school. from Heriot-Watt University in Edinburgh. Michael graduated from the United States Military Academy at West Point, where he played football, and obtained his M.B.A. Michael joined Rockefeller in 2019 after 25 years at Merrill Lynch, where his latest assignment was as the Managing Director over the Greater Dallas Market. Michael Armondo is a Managing Director for Rockefeller Capital Management and serves as the Divisional Director for the central United States. from Yale Law School.ĭivisional Director, Rockefeller Global Family Office Greg is a Phi Beta Kappa, summa cum laude graduate of Colgate University with a bachelor’s degree in Economics. He frequently serves as a Visiting Lecturer in Law at Yale Law School. He also serves as a Resource Council member of the Turn 2 Foundation and serves on the Advisory Board of COVR, an innovative financial services startup. He is a member of the Board of Advisors for the Yale Law School Center for the Study of Corporate Law a member of the Council on Foreign Relations, a member of the Economic Club of New York and a trustee at Deerfield Academy. He had also been a principal at Booz Allen Hamilton. Greg joined Merrill Lynch as an investment banker in 1992. Before joining Morgan Stanley in 2010, he served as President and Chief Operating Officer of Merrill Lynch, from 2007 to 2009, and previously ran Merrill Lynch’s Global Investment Banking business. Prior to leading Rockefeller Capital Management, Greg was the President of Morgan Stanley Wealth Management and Morgan Stanley Investment Management. He is also a member of the Board of Directors. Fleming is the Chief Executive Officer of Rockefeller Capital Management, a role he has held since the firm, formerly known as Rockefeller & Co., launched in March 2018.
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