In his new position, Jeffrey will assume responsibility over the New York-based company, which also has offices in Boston, Washington, D.C., Connecticut and Delaware, as well as its four businesses. He will also oversee the subsidiaries Rockefeller Wealth Advisors, Rockefeller Asset Management, Rockefeller Capital Partners and Rockit Solutions.
Previously, back in September 2009, Rockefeller Financial placed Austin Shapard, its president and chief operating officer, in charge of daily duties, following the death of its former chief, James McDonald, according to published reports. Since this occurrence, the firm was said to be searching for a suitable replacement, which it says it has now found in Jeffery.
"We are very pleased to have Reuben Jeffery lead Rockefeller Financial into the next decade," said Colin Campbell, chairman of the Board. "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."
IMW's attempts to confirm last year's staffing changes at the firm were unsuccessful, as calls were not immediately returned.
Prior to joining the 31-year old firm, Jeffery was a senior adviser at the Washington, D.C.-based
Currently, Rockefeller provides "comprehensive wealth and investment management services" to high-net-worth individuals, families, family offices, trusts, foundations and endowments. As of June 30, it had roughly $25 billion in assets under administration.