Senior Vice President–Wealth Management
For more than 30 years, Jeff has been earning the trust of his clients with a holistic approach and corporate finance discipline. As the team's lead advisor, he serves select entrepreneurs, corporate executives and successful families that need comprehensive cash-flow planning, asset management and liquidity solutions. His financial career, which spans several recessions and multiple market corrections, began in global corporate finance and treasury with Schlumberger, Siemens, and Royal Caribbean. Later, he founded and successfully sold two leading technology firms before building a private banking & wealth management practice at Sanford C. Bernstein & Co. and Credit Suisse respectively. He has broad experience in investment research and portfolio management as well as tailored lending, concentrated stock strategies, pre-IPO planning, and multi-generational wealth transfer strategies.
The credentials that help build confidence
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Let's connect
Senior Vice President–Wealth Management
For more than 30 years, Jeff has been earning the trust of his clients with a holistic approach and corporate finance discipline. As the team's lead advisor, he serves select entrepreneurs, corporate executives and successful families that need comprehensive cash-flow planning, asset management and liquidity solutions. His financial career, which spans several recessions and multiple market corrections, began in global corporate finance and treasury with Schlumberger, Siemens, and Royal Caribbean. Later, he founded and successfully sold two leading technology firms before building a private banking & wealth management practice at Sanford C. Bernstein & Co. and Credit Suisse respectively. He has broad experience in investment research and portfolio management as well as tailored lending, concentrated stock strategies, pre-IPO planning, and multi-generational wealth transfer strategies.
The credentials that help build confidence
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Let's connect
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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