David Rubenstein
David Rubenstein
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Bloomberg Wealth: Rockefeller Capital Management President and CEO Greg Fleming

Posted

July 15, 2026

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In a conversation with David Rubenstein, Rockefeller Capital Management President and CEO Greg Fleming reflects on his journey from leading Merrill Lynch during the financial crisis to transforming Rockefeller Capital Management into a $200 billion wealth management firm. He also discusses how artificial intelligence will reshape financial advice and why the U.S. fiscal outlook is his biggest economic concern. This interview was recorded on May 13, 2026.

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Guests & Subjects Covered

Bloomberg WealthCEO Greg FlemingMerrill LynchRockefeller Capital ManagementThe NeedSpecialized Family AdviceIPO TakingCompany Public

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Bloomberg Wealth: Rockefeller Capital Management President and CEO Greg Fleming · David Rubenstein · Sentinel