June 6, 2011
/PRNewswire/ -- Rockefeller Financial ("Company")—a leading global wealth management firm serving individuals, families, trusts, foundations and other institutions—announced today that
John C. O'Hara, Jr.
joined the Company as a Managing Director and Senior Advisor. Mr. O'Hara is based in
and he will focus on new business development activities, working closely with professionals across the Company.
, Chief Executive Officer, said, "We are very pleased to have John O'Hara join our Company and believe his broad range of experience, reputation for integrity, and his commitment to excellence make him ideally suited for this role. He shares Rockefeller Financial's dedication to the highest standards of client service and performance."
John O'Hara said, "I am delighted and honored to join Rockefeller Financial, a business with a long history of success and an incredible reputation for client service." Mr. O'Hara added: "I look forward to working with professionals across Rockefeller Financial to build upon the Company's successes as the marketplace continues to seek the type of independent, focused and tailored investment and wealth management advice services that are the hallmarks of Rockefeller Financial."
Mr. O'Hara most recently served as Chief Operating Officer of Franklin Street Partners, an independent wealth management firm based in
. Prior to that, he was a Managing Director in the Investment Management Division of Goldman Sachs, as well as of Commodities Corporation, which was acquired by Goldman Sachs in 1997.
Mr. O'Hara is Chairman of the Institute for the Arts & Humanities at the
University of North Carolina
, President of the Kenan Flagler Business School Foundation, and a member of the Board of Governors of the UNC Press. He received a Masters in Business Administration from the Kenan-Flagler Business School of the
University of North Carolina at Chapel Hill
, and a B.A. in Political Science from the
University of Massachusetts at Amherst
About Rockefeller Financial
and with offices in
is a leading global wealth management firm that provides comprehensive wealth and investment management services to a diversified client base of individuals, families, trusts, foundations and other institutions.
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, 2011
, the firm and its subsidiaries had approximately
in assets under administration.
SOURCE Rockefeller Financial