Rockefeller Financial Names Ronald R. Macleod Senior Vice President

Jun 22, 2010, 08:30 ET from Rockefeller Financial

NEW YORK, June 22 /PRNewswire/ -- 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 Ronald R. Macleod  as a Senior Vice President of the Company.  Mr. Macleod is based in Santa Barbara, California where he will focus on National and West Coast new business opportunities for the Company.  

Mr. Macleod brings more than 20 years of private wealth management experience to Rockefeller Financial.  In his role, Mr. Macleod will work closely with Managing Director Loraine B. Tsavaris and other Company professionals to develop and execute new business development opportunities.    

Austin V. Shapard, President and Chief Operating Officer of Rockefeller Financial, said, "Ron brings to Rockefeller Financial a wealth of investment and institutional experience in family office management, as well as unique insights and significant relationships on the West Coast.  I am pleased to welcome Ron to Rockefeller Financial and expect that he will help strengthen our interactions with new and potential clients across our firm, and contribute to the growth of our business."  

Previously, Ronald R. Macleod was a Managing Partner of a private family investment firm in California, where he led the family successfully through a restructuring and change of control.  He was also a Senior Vice President of Nuveen Investments' Global Family Office Group, where he led the effort to provide customized, high-quality investment solutions and services to family offices in the United States and abroad.  Prior to that, he was a Senior Vice President with the US Trust Family Wealth Group and has held senior positions at other leading financial institutions throughout his career.

Mr. Macleod attended the University of California, Los Angeles (UCLA), where he studied economics and political science.

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 March 31, 2010, the firm and its subsidiaries had approximately $26 billion in assets under administration.

Media Inquiries


Michael Herley, +1-212-521-4897, michael-herley@kekst.com


Or


David Lilly, +1-212-521-4878, david-lilly@kekst.com


Both of Kekst and Company Incorporated



SOURCE Rockefeller Financial