UNIONDALE, NY / ACCESS Newswire / July 10, 2025 / Marquis Who's Who honors Phil Kolb for his exceptional contributions to wealth management operations. As the managing director at Rockefeller Capital Management, Mr. Kolb has proved his expertise in navigating crises, executing business turnarounds and leading teams to success.
Four Decades of Excellence
With more than 40 years of experience in the financial industry, Mr. Kolb's career has spanned several high-profile positions. Since joining Rockefeller Capital Management in 2022, he has overseen several financial activities, including broker dealer services, wealth management, trust and asset management operations, secure money and security movements and performance reporting.
Mr. Kolb also works closely with custodians, streamlining processes for new account setups and engaging with a network of roughly 30 custodians. As a key member of the management committee and the Growth Acceleration Team, he continues to help drive the company's transformation into a global family office.
Before his time at Rockefeller, Mr. Kolb's experience includes senior leadership roles at Morgan Stanley, Bank Julius Baer and Merrill Lynch/Bank of America, where he gained invaluable experience in wealth management operations and international business. He was also a founding partner of Eventum Enterprise Solutions, a consulting firm where he applied his wealth management expertise to provide forward-looking solutions for clients.
Over his career, Mr. Kolb has helped lead teams through multiple market disruptions, including two market crashes, the 2008 financial crisis and other major financial milestones. Through it all, he has ensured that his businesses operated as smoothly and effectively as possible. His ability to steer organizations through challenges and execute business turnarounds has been a defining aspect of his career.
Defining Moments and Characteristics
One of Mr. Kolb's most notable achievements was leading the turnaround of the international wealth management business at Bank of America. He successfully helped to transform the business into a more efficient operation, which ultimately led to its sale to Bank Julius Baer. His leadership in integrating this business with Julius Baer's operations ensured a smooth transition and created a lasting synergy between the two entities.
Mr. Kolb's ability to identify opportunities for improvement and proactively address challenges has made him a trusted leader. His dedication to delivering results under pressure has earned him a reputation as a reliable and resourceful professional in the wealth management industry.
Outside of his career, Mr. Kolb volunteers as a board member of Kick4Life F.C., a football club serving underprivileged youth in Lesotho. He personally supports several of the organization's scholar-athletes and is dedicated to fundraising for the future of the club.
Looking Towards the Future
In the next five years, Mr. Kolb plans to continue leading the transformation at Rockefeller Capital Management by helping the firm unite traditional wealth management with family office trust management. He is committed to seeing the company thrive as it expands into a dynamic global family office.
Mr. Kolb's vision is to leave behind a legacy of success while ensuring Rockefeller Capital Management's continuation of outstanding service to its clients and financial advisers long after his tenure.
About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field, including politics, business, medicine, law, education, art, religion and entertainment. Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms worldwide. The suite of Marquis® publications can be viewed at the official Marquis Who's Who® website, www.marquiswhoswho.com.
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SOURCE: Marquis Who's Who
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