CoverProfile

Jason Kotik

Portfolio Manager

Rockefeller Capital Management

United States, New York, New York

About Me

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.

Profile Information

Portfolio Manager

Rockefeller Capital Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

New York

New York

United States

May 16, 2024

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