Rockefeller & Co. Appoints David Rockefeller, Jr. as Chairman of the Board of Directors

11/1/16

David Rockefeller, Jr

NEW YORK--(BUSINESS WIRE)--Rockefeller & Co., an independent wealth advisory and asset management firm with approximately $15 billion in assets under advisement, today announced that Director David Rockefeller, Jr. has been appointed Chairman of the Board of Directors. Mr. Rockefeller, a founding member of the Board of Directors, succeeds Colin G. Campbell, who has served as Chairman since 2003. Mr. Campbell will remain a member of the Board of Directors.

As Chairman, Mr. Rockefeller will lead the Board of Directors in its oversight of the firm’s business, and will work closely with Rockefeller & Co. CEO and President, Reuben Jeffery III, in supporting the firm’s delivery of best in class wealth advisory and asset management services to high net worth individuals, families and institutions.

"It is an honor to succeed Colin as Chairman, and I look forward to continuing to work with him, my fellow Board members and the firm’s professionals in my new capacity," said David Rockefeller, Jr. "Our focus very much remains on continuing to provide distinctive wealth advisory services and investment offerings to our valued clients, and building on Rockefeller & Co.’s opportunities as an independent and client-focused firm."

David Rockefeller, Jr. is a leader in the fourth generation of John D. Rockefeller’s family, and an active participant in the nonprofit arena, especially in the areas of the environment, the arts and philanthropy. Mr. Rockefeller is a Trustee of the Museum of Modern Art and the Asian Cultural Council. He is also a fellow of the American Academy of Arts and Sciences and a member of the Council on Foreign Relations. Mr. Rockefeller’s former foundation affiliations include service as Trustee and Chairman of the Rockefeller Foundation and the Rockefeller Brothers Fund, President of the Rockefeller Family Fund and Director of the Boston Foundation.

"We are delighted that David has agreed to accept this position, and are grateful to Colin for his sage advice and many contributions," said Reuben Jeffery III. "As a fourth generation Rockefeller family member and one of our original board members, David shares Rockefeller & Co.’s founding vision of going above and beyond in our services for clients and a commitment to excellence and high standards. We look forward to his leadership and guidance."

About Rockefeller & Co., Inc.

As of September 30, 2016, Rockefeller & Co. has approximately $15.2 billion in client assets under advisement for individuals, family offices, nonprofit organizations, foundations, endowments, and global institutions. This number includes net assets under management of approximately $10.1 billion plus approximately $5.1 billion in advisory assets. Advised assets represent non-managed assets that receive services, such as financial planning, administration and/or consulting for open architecture programs or other assignments, consolidated reporting, and accounting and tax return preparation services. For additional information, please visit www.rockco.com.