Rockefeller Financial has named Jeffery Moy head of private equity. Moy will oversee of Rockefeller Financial’s private equity and venture capital program, including the selection and review of third-party managers, the review of client private equity portfolios and new business development, the firm announced. Moy was most recently a Senior Managing Director at Liberty Mutual Investment Advisors.
Rockefeller Financial (“Company”)–a leading global wealth management firm serving individuals, families, trusts, foundations and other institutions–announced today that Jeffery Moy joined the firm as Head of Private Equity on August 1, 2011. Mr. Moy will be responsible for oversight of Rockefeller Financial’s private equity and venture capital program, including the selection and review of third-party managers, the review of client private equity portfolios and new business development.
Reuben Jeffery, Chief Executive Officer, said, “We are pleased to welcome Jeff Moy, a seasoned private equity professional, to Rockefeller Financial. With more than 20-years of investment management experience, Jeff brings extensive knowledge and key relationships to our long-established private equity and venture capital business. We look forward to benefitting from his private equity expertise as we continue to provide distinctive and tailored financial services to our clients.”
Jeff Moy said, “I am honored to join an organization with such a long standing commitment to private equity and wealth management.” Mr. Moy added: “I am eager to begin working closely with my new colleagues to develop appropriate asset allocation and private equity portfolios for existing and future clients.”
Prior to joining Rockefeller, Mr. Moy was most recently a Senior Managing Director at Liberty Mutual Investment Advisors, LLC, where, among other things, he spearheaded a strategy to broaden the firm’s alternative markets portfolio. During his 16-year career at the firm, he was responsible for sourcing, evaluating, recommending, and monitoring a portfolio of funds across venture capital, growth capital, leveraged buyout partnerships, emerging market funds, private equity secondaries and co-investments.
Mr. Moy received a MS in Management from the Sloan School of Management at MIT and a BS in Business Administration from Boston University. He holds the following professional designations: Chartered Financial Analyst, Chartered Market Technician and Chartered Alternative Investment Analyst.
About Rockefeller Financial
Headquartered in New York and with offices in Boston, Washington D.C., Stamford, Connecticut, and Wilmington, Delaware, Rockefeller Financial is a leading global wealth management firm that provides comprehensive wealth and investment management services to a diversified client base of individuals, families, trusts, foundations and other institutions.
Rockefeller Financial provides access to best-in-class solutions and comprehensive services through four business groups: Rockefeller Wealth Advisors, Rockefeller Asset Management, Rockefeller Capital Partners, and Rockit(R) Solutions. Rockefeller Financial was incorporated in 1979 and registered with the Securities and Exchange Commission in 1980 as an investment adviser. Rockefeller Financial is the trade name used by Rockefeller & Co., Inc. Products and services may be provided by various subsidiaries of Rockefeller & Co., Inc. As of June 30, 2011, the firm and its subsidiaries had approximately $30 billion in assets under administration.