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Financial Planning > Trusts and Estates

Rockefeller Financial Appoints Jeffery as CEO

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Reuben Jeffery III, a former State Department official, will become chief executive of Rockefeller Financial and join its board of directors on September 7, the firm announced Wednesday, July 27. He will be responsible for general oversight of the firm and its four business groups: Rockefeller Wealth Advisors, Rockefeller Asset Management, Rockefeller Capital Partners, and Rockit Solutions.

Jeffery has been a senior advisor at the Center for Strategic & International Studies in Washington, D.C., and served as Under Secretary of State for Economic, Energy and Agricultural Affairs in the Bush administration from 2007 to 2009.

Prior to joining the State Department, Jeffery was the chairman of the Commodity Futures Trading Commission and held several other positions in U.S. government service. He spent 18 years at Goldman, Sachs & Co., where he was managing partner of the firm’s Paris office, from 1997 to 2001, and of its European Financial Institutions Group in London, from 1992 to 1997. He started his career as a corporate attorney with Davis Polk & Wardwell LLP.

New York-based Rockefeller Financial provides wealth and investment management services to high-net-worth individuals and families, family offices, trusts, foundations, and endowments. The firm has offices in Boston; Washington, D.C.; Stamford, Conn.; and Wilmington, Del.

Michael S. Fischer ([email protected]) is a New York-based financial writer and editor and a frequent contributor to


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