This Day On The Street
Continue to site
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

Rockefeller Financial Names Reuben Jeffery III Chief Executive Officer

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.  

(Logo: )

(Logo: )

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.

Media Inquiries

1 of 2

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Real Money

More than 30 investing pros with skin in the game give you actionable insight and investment ideas.

Product Features:
  • Access to Jim Cramer's daily blog
  • Intraday commentary and news
  • Real-time trading forums
Only $49.95
14-Days Free
14-Days Free
AAPL $95.18 1.64%
FB $117.43 -0.96%
GOOG $692.36 -0.84%
TSLA $232.32 -3.92%
YHOO $36.01 -1.42%


Chart of I:DJI
DOW 17,750.91 -140.25 -0.78%
S&P 500 2,063.37 -18.06 -0.87%
NASDAQ 4,763.2240 -54.37 -1.13%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs