PPrivate Fund Data Log in Join · $37/mo

Deirdre Patten Kowalski

Principal Financial OfficerRockefeller Financial LLCCRD 1357509

About Deirdre Patten Kowalski

Deirdre Patten Kowalski is listed as Principal Financial Officer at Rockefeller Financial LLC in New York, NY. Form ADV reports a beneficial ownership band of Under 5%. Deirdre Patten Kowalski is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Rockefeller Financial LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Deirdre Patten Kowalski work?

Deirdre Patten Kowalski is listed as Principal Financial Officer at Rockefeller Financial LLC on SEC Form ADV.

How much of Rockefeller Financial LLC does Deirdre Patten Kowalski own?

Form ADV reports a beneficial ownership band of Under 5%.

Rockefeller Financial LLC

TitlePrincipal Financial Officer
OwnershipUnder 5%
Control personNo
Since2023
View Rockefeller Financial LLC →

Lockton Investment Advisors, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2025
View Lockton Investment Advisors, LLC →