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John O’Hara joins Rockefeller Financial as MD and senior advisor


Global wealth management firm Rockefeller Financial has appointed John C O’Hara, Jr as a managing director and senior advisor. O’Hara is based in New York and he will focus on new business development activities, working closely with professionals across the company.  



Reuben Jeffery, Chief Executive Officer, says: "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 says: "I am delighted and honoured to join Rockefeller Financial, a business with a long history of success and an incredible reputation for client service. 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."  

O’Hara most recently served as COO of Franklin Street Partners, an independent wealth management firm based in North Carolina. 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.  

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 BA in Political Science from the University of Massachusetts at Amherst.

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