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
TheStreet Open House

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: http://photos.prnewswire.com/prnh/20100528/ROCKLOGO )

(Logo: http://www.newscom.com/cgi-bin/prnh/20100528/ROCKLOGO )

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

Select the service that is right for you!

COMPARE ALL SERVICES
Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

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
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

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

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, 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
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!
DOW 17,083.26 +52.12 0.31%
S&P 500 1,988.14 +4.01 0.20%
NASDAQ 4,516.5530 -2.3490 -0.05%

Brokerage Partners

Rates from Bankrate.com

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs