Reuben Jeffery III

Person
Mentions
13
Relationships
5
Events
1
Documents
6

Relationship Network

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Event Timeline

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5 total relationships
Connected Entity Relationship Type
Strength (mentions)
Documents Actions
person Austin V. Shapard
Business associate
5
1
View
person Rockefeller & Co.
Executive leadership
5
1
View
person George Bush
Professional
5
1
View
person Lord Jacob Rothschild
Business associate
5
1
View
person Rockefeller & Co.
Employment
1
1
View
Date Event Type Description Location Actions
2012-01-01 N/A Sale of Société Générale's stake to RIT Capital Partners expected to close. N/A View

HOUSE_OVERSIGHT_012100.jpg

This document is a printout of a Barron's article dated November 14, 2017, titled 'An Inside Look at Rockefeller & Co'. It details the operations, assets under management ($35 billion), and fee structures of Rockefeller Financial Services. While Jeffrey Epstein is not explicitly named in the text, the document bears the Bates stamp 'HOUSE_OVERSIGHT_012100', indicating it was collected as evidence during the House Oversight Committee's investigation, likely regarding banking practices or high-net-worth individual account management.

News article / web printout
2025-11-19

HOUSE_OVERSIGHT_012099.jpg

This document is a printout of a 2012 Barron's article titled 'Rock of Ages' detailing the resilience of Rockefeller & Co. following the 2008 financial crisis and the suicide of its CEO, James S. McDonald, in 2009. The article highlights the leadership of successor CEO Reuben Jeffery III and discusses a strategic financial deal involving the sale of Société Générale's stake in the firm to Lord Jacob Rothschild's RIT Capital Partners. The document bears a House Oversight Bates stamp.

News article (web printout)
2025-11-19

HOUSE_OVERSIGHT_012066.jpg

A Bloomberg company overview of Rockefeller & Co., Inc. dated November 14, 2017, detailing its operations as a private investment manager and listing key executives including CEO Reuben Jeffery III. The document highlights a key development from October 2016 where David Rockefeller, Jr. was named Chairman, succeeding Colin G. Campbell.

Company profile / web printout
2025-11-19

HOUSE_OVERSIGHT_012058.jpg

This document is page 5 of 6 of a printout from the Rockefeller & Co. website ('Who We Are' section), dated November 14, 2017. It lists the names and titles of eight senior executives, including the CEO, CIO, and General Counsel. The document bears the Bates stamp HOUSE_OVERSIGHT_012058, indicating it is part of a production to the House Oversight Committee.

Webpage printout / corporate directory
2025-11-19

HOUSE_OVERSIGHT_012057.jpg

This document is a printout of a webpage from Rockefeller & Co., specifically the 'Who We Are' section, dated November 14, 2017. It features a message from CEO Reuben Jeffery III regarding the firm's commitment to stewardship and client relationships. The document bears the Bates stamp 'HOUSE_OVERSIGHT_012057', indicating it is part of a larger production of documents for a House Oversight Committee investigation.

Webpage printout / investigative exhibit
2025-11-19

HOUSE_OVERSIGHT_012049.jpg

This document is a fragment of a press release or corporate announcement detailing a transaction between Rockefeller Financial Services (RFS) and Viking Global Investors LP to form a new firm. It lists the incoming board members, including David Rockefeller Jr. and Brian Kaufmann, and outlines the financial scale of both entities, with RFS advising $16.2 billion and Viking managing $25 billion. The document identifies legal and financial advisors for both parties and provides media contact information for Teneo Strategy and Vested. It bears a 'HOUSE_OVERSIGHT' Bates stamp.

Press release / corporate announcement (fragment)
2025-11-19
Total Received
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0 transactions
Total Paid
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0 transactions
Net Flow
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0 total transactions
No financial transactions found for this entity. Entity linking may need to be improved.
As Sender
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As Recipient
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Total
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No communications found for this entity. Entity linking may need to be improved.

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