Rockefeller Financial this week named John O'Hara, Jr. as its new managing director and senior advisor where he will be responsible for new business development activities.

O'Hara, who most recently held the title of chief operating officer at independent wealth management firm Franklin Street Partners, previously served as managing director in Goldman Sachs' investment management group and at Commodities Corp., which Goldman acquired in 1997.  

"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," Rockefeller Financial CEO Reuben Jeffrey said in a statement. "He shares Rockefeller Financial's dedication to the highest standards of client service and performance."

O'Hara is also chairman of the Institute for the Arts & Humanities at the University of North Carolina and president of the Kenan Flagler Business School Foundation.

"I am delighted and honored to join Rockefeller Financial, a business with a long history of success and an incredible reputation for client service," O'Hara said. "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."

Rockefeller Financial, headquartered in New York, provides wealth management and investment services to individuals, families, trusts, foundations and other institutions.


Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access