Rockefeller Financial, a wealth management firm serving high-net-worth individuals, families, family offices, trusts, foundations and endowments, has named Reuben Jeffery III as chief executive officer of the company.
He will assume the office and join the board of directors on 7 September 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.
Jeffery has been a senior adviser at the Center for Strategic & International Studies in Washington, D.C. and previously served in the US 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 US’s global economic partners.
Prior to this, Jeffery was the chairman of the US Commodity Futures Trading Commission and held a number of other positions in US government service.
He spent 18 years at Goldman Sachs, 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.
Colin G. Campbell, chairman of the board, says: "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 honour," Jeffery adds. "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."