NEW YORK, July 27 /PRNewswire/ -- The Board of Directors of Rockefeller Financial ("Company") -- a leading global wealth management firm serving high-net-worth individuals, families, family offices, trusts, foundations and endowments -- announced today that it has named Reuben Jeffery III as Chief Executive Officer of the Company. He will assume the office and join the Board of Directors effective September 7, 2010, and will have responsibility for the general oversight of the Company and its four business groups: Rockefeller Wealth Advisors, Rockefeller Asset Management, Rockefeller Capital Partners, and Rockit® Solutions.
Mr. Jeffery has been a Senior Adviser at the Center for Strategic & International Studies in Washington, D.C. and previously served in the U.S. government as Under Secretary of State for Economic, Energy and Agricultural Affairs where he led the work of the Department on issues ranging from trade and investment, energy, agriculture and aviation to bilateral relations with the U.S.'s global economic partners.
Prior to joining the State Department, Mr. Jeffery was the Chairman of the U.S. Commodity Futures Trading Commission and held a number of other positions in U.S. government service. He spent eighteen years at Goldman, Sachs & Co., where he was Managing Partner of the firm's Paris office (1997-2001) and of its European Financial Institutions Group in London (1992-1997). Prior to joining Goldman Sachs, he was a corporate attorney with Davis Polk & Wardwell LLP.
Colin G. Campbell, Chairman of the Board, said, "We are very pleased to have Reuben Jeffery lead Rockefeller Financial into the next decade. His broad range of global financial knowledge, risk management expertise and executive leadership, alongside his commitment to excellence and reputation for integrity, make him ideally qualified for this role. He shares our commitment to high-quality service and standards. His vision and expertise will benefit the Company as it continues to grow."
"To lead Rockefeller Financial, a business with a history of success, is an honor," Mr. Jeffery said. "As the marketplace continues to seek independent and focused wealth management firms, I believe the opportunities for Rockefeller Financial are significant. I look forward to working with the Board, President and Chief Operating Officer Austin Shapard and senior management, and all of the professionals at Rockefeller Financial in achieving our shared goals for our clients."
Mr. Jeffery is currently a member of the President's Council on International Activities at Yale University, and is a life member of the Council on Foreign Relations. He received a B.A. in Political Science from Yale University and both an M.B.A. and a J.D. from Stanford University.
About Rockefeller Financial
Headquartered in New York and with offices in Boston, Washington D.C., Stamford, Connecticut, and Wilmington, Delaware, Rockefeller Financial is a leading global wealth management firm that provides comprehensive wealth and investment management services to a diversified client base of high-net worth individuals, families, family offices, trusts, foundations and endowments.
Rockefeller Financial provides access to best-in-class solutions and comprehensive services through four business groups: Rockefeller Wealth Advisors, Rockefeller Asset Management, Rockefeller Capital Partners, and Rockit® Solutions. Rockefeller Financial was incorporated in 1979 and registered with the Securities and Exchange Commission in 1980 as an investment adviser. Rockefeller Financial is the trade name used by Rockefeller & Co., Inc. Products and services may be provided by various subsidiaries of Rockefeller & Co., Inc. As of June 30, 2010, the firm and its subsidiaries had approximately $25 billion in assets under administration.
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SOURCE Rockefeller Financial