Director of Fixed Income Company
Rockefeller Asset Management
Alex Petrone is Managing Director and Director of Fixed Income for Rockefeller Asset Management. Ms. Petrone is responsible for leading Rockefeller Asset Management’s Fixed Income business – setting strategy, driving investment performance, and working closely with clients and prospects. Prior to joining Rockefeller in September 2022, Ms. Petrone was a senior member of PIMCO’s municipal portfolio management, municipal product strategy, and global wealth management teams. Ms. Petrone’s responsibilities included buy and sell decisions, portfolio construction, and risk management for the firm’s taxable and tax-exempt municipal bond allocations. Prior to joining PIMCO, Ms. Petrone worked at Goldman Sachs Asset Management as a senior lead client portfolio manager within the municipal team and as a member of Morgan Stanley Smith Barney’s Capital Markets team for municipal sales and trading.
The concentration of the retail investor has grown in a market that often struggles with liquidity. How are the various demand components of the market shifting? How will the growth of SMAs and ETFs, as well as the dearth of crossover buyers, affect the public finance industry in 2025? What do investors want and how is the sell-side adapting to provide for it?