Former US Commodity Futures Trading Commission
chair Reuben Jeffery is to take over as chief executive of US
multi-family office Rockefeller Financial following the death of
its former chief executive Jim McDonald.
Jeffery, most recently a senior adviser at the
Center for Strategic & International Studies [CSIS] in
Washington DC, will start on 7 September and will be responsible
for Rockefeller’s four business groups: Rockefeller Wealth
Advisors, Rockefeller Asset Management, Rockefeller Capital
Partners, and Rockit Solutions.
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The wealth management industry was shocked by
the death of McDonald in an apparent suicide last September.
McDonald, 56, was viewed as a pioneer in
driving Rockefeller’s partnership with Société Générale Private
Banking, considered one of the most exciting deals in the
industry.
Rockefeller rebrand
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By GlobalDataRockefeller & Co rebranded itself as
Rockefeller Financial last year, part of a move to “give greater
clarity into the types of investment advice and services” the
business provides.
Rockefeller, which is 40% owned by Société
Générale Private Banking, has $25bn in assets under administration
and claims to have a client to employee ratio of 1.2:1.
Prior to the CSIS, Jeffery served in the US
government as Under Secretary of State for Economic, Energy and
Agricultural Affairs.
Jeffery spent eighteen years at Goldman Sachs
where he was managing partner of the firm’s Paris office from 1997
to 2001.
