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
| Title | Principal Financial Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2023 |
Lockton Investment Advisors, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |