G2 Investment Group announced today that Peter Rockefeller has joined the firm as a Managing Director. Mr. Rockefeller will play a role in developing G2’s investment origination and capital-raising capabilities, including developing relationships with new clients for G2-sourced investment opportunities.
“Peter Rockefeller brings extensive experience to G2, given his background and relationships within the wealth management and asset management industries. He also has a unique understanding of the inner workings of large families who are an important client base for G2 Investment Group and Forbes Private Capital,” said Todd Morley, Founder and Chairman of G2 Investment Group.
Mr. Rockefeller comes to G2 with a background in finance, with experience in mergers and acquisitions, corporate finance and capital markets, private equity and investment strategy. Previously he was with Berkshire Capital Securities, a New York based mergers and acquisition
advisor focused on serving clients in the investment management and securities industries. At Berkshire, he co-headed the group that advises wealth managers, including multi-family offices, trust banks, investment counselors and investment consultants. Prior to Berkshire, Mr. Rockefeller was with the Citigroup Private Bank in the Global Investment Strategy Group, supporting relationship bankers throughout the Private Bank’s worldwide network. He previously worked at Donaldson, Lufkin & Jenrette in the international banking group advising emerging market firms on capital raising and financial strategy. Mr. Rockefeller served for fifteen years on the board of directors of Rockefeller Financial Services. He earned a BA from Dartmouth College and an MBA from Dartmouth’s Tuck School.
“The most sophisticated investors in the world increasingly demand transparency and alignment of interest. G2 forms partnerships with external, as well as internal, investment teams rather than simply act as a serial purveyor of our own funds. G2 truly embraces ‘open architecture’ and families and institutional investors alike have strongly endorsed our platform. A great quote from Woodrow Wilson neatly sums it up: ‘I not only use all the brains that I have, but all that I can borrow.’ Peter understands this well and we are thrilled that he has joined us.”
G2 Investment Group is a private investment firm established in 2009. G2 provides investment management, private capital formation and advisory services to families and institutional investors. G2 partners with investment professionals and an international network of investors to form private investment partnerships. The firm is currently active in credit dislocation and natural resource strategies. The firm is based in New York, NY (www.g2investmentgroup.com).
