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
TH
Tony H. Chang
Private Advisor and Vice President
Casey Clark
President & Chief Investment Officer
Ray Thiagarajan
Associate Vice President
HG
Heather Gelchion
Managing Director and Senior Investment Advisor in the Global Family Office
You Might Like
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC