Mathew Trevor Klody
Investment adviser representative at Rockefeller Capital Management
14 yearsExperience
2 statesRegistered in
CFADesignation
$36.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Rockefeller Capital ManagementOct 2025 to now
- Rockefeller & CoMar 2021 to now
- University of Notre DameAug 2018 to now
- Whitnell & CompanyOct 2020 to Mar 2021
- Keebeck Wealth Management LLCSep 2018 to May 2020
- Mcn Capital Management, LLCJul 2012 to Dec 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Rockefeller Capital Management
Legal name: Rockefeller & Co. LLC
$36.8BAssets managed
6,490Clients
346Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7021884
- Firm CRD
- 294197