

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
More profiles to browse
FT
Frank Tucek
Vice President - Senior Portfolio Analyst
Angus West
Family Wealth Strategist and Advisor
Colin Quinn
Wealth Manager, Vice President
DH
David Harris
Chairman & Senior Portfolio Manager - Rockefeller Asset Management
You Might Like
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
PM
Prtima MISHRA1
Software Engineer
PA TEST
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial