The latest moves and appointments in the North American wealth management industry.

Rockefeller Capital Management
Rockefeller Capital Management has appointed Rose Lee, as managing director and head of investment solutions. She brings more than two decades of industry experience to the role and will serve as a member of the firm’s management committee.

Lee will lead the strategic development and management of investment and securities products as well as client solutions for the Rockefeller Global Family Office, with responsibility for identifying client product and service needs, conducting competitive market analyses, managing products, and enhancing existing products and solutions, it said.

Based in New York, she reports to Christopher Dupuy, co-head of the Rockefeller Global Family Office. 

Before joining Rockefeller, Lee served as head of structured product sales and development at Credit Suisse, working at the Swiss bank for six years. Before that, Lee spent 14 years at Goldman Sachs, where she built the institutional structured solutions business and served as head of institutional structured notes. Lee earned an MBA from Columbia University and a bachelor’s degree in psychology from Dartmouth College.

Rice Park Capital Management
Rice Park Capital Management, a Minneapolis-based investment firm, has promoted Craig Freel to co-chief investment officer alongside Matt Kennedy, who also serves as co-CIO.

Prior to this, Nick Smith, Rice Park founder and CEO, had been co-CIO. 

Previously, Freel was head of mortgage servicing rights investments, where he was responsible for MSR portfolio management, including acquisitions, hedging, financing, and disposition of MSR assets. Before joining Rice Park in 2020, Freel was the senior vice president of portfolio management for RoundPoint Mortgage Servicing Corp.