I've been in the industry since 1992 and focused on investment research since 1998. Currently a senior portfolio manager using an unconstrained approach to North America small cap investing. From late 2008 to June of 2022, I was a lead fund manager for the $2b plus Aberdeen U.S. Small Cap strategy with better performance and lower risk than peers. Previous experience helping manage products across most sizes, styles, long and short, and sector-specific including one of the lead managers for a top rated Natural Resources fund. Over the past seven years, I have been a board director for a not-for-profit organization while also the Chair of the fiscal committee and soon to be Treasurer. Spec
Jason Kotik
Senior Portfolio Manager
Rockefeller Capital Management
United States, New York, New York
About Me
Profile Information
Senior Portfolio Manager
Rockefeller Capital Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
New York
New York
United States
Oct 25, 2025
More profiles to browse
Angus West
Family Wealth Strategist and Advisor
Steven Cangialosi
Senior Vice President & Private Wealth Advisor
EW
Evan Wang
Head of Private Markets Due Diligence
LR
Larry Rapoport
Managing Director
You Might Like
BM
Ba Minuzzi
Founder & CEO
Umana
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc