A year-long search for a new
chief executive at US multi-family office Rockefeller Financial has
ended. Reuben Jeffery, a former Goldman Sachs managing partner, is
set to take over the landmark multi-family office following the
death of his predecessor Jim McDonald.

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.

The wealth management industry was
shocked by the death of McDonald in an apparent suicide last
September.

Austin Shapard, Rockefeller
Financial’s chief operating officer and chief financial officer,
has run the firm on an interim basis since McDonald’s death and
will remain in those roles.

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.

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Rockefeller: rebranded and
restructured

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.

Jeffery said the opportunities for
Rockefeller Financial were significant as the marketplace continues
to seek independent and focused wealth management firms.

Rockefeller & 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. It was originally established in 1882 and evolved from the
single family office of John D Rockefeller.

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.

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