Senior Vice President–Wealth Management
Financial Advisor
Jeff and his team provide customized wealth planning and investment advice to a select group of families and their related entities. His focus for over 22 years has been working with entrepreneurs, corporate executives, and real estate professionals.
Jeff is responsible for investing client's global portfolios across all asset classes; fixed income, equities, alternative investments, futures and commodities. He and his team seamlessly work with their client's tax and legal advisors to implement comprehensive wealth-transfer and charitable-giving strategies.
He also designs specific estate plans, concentrated equity divestitures (RS, RSU, ISO, NQ , and 10b-51) and pre-liquidity transactions.
Recognized as an industry leader:
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.
Let's connect
Senior Vice President–Wealth Management
Financial Advisor
Jeff and his team provide customized wealth planning and investment advice to a select group of families and their related entities. His focus for over 22 years has been working with entrepreneurs, corporate executives, and real estate professionals.
Jeff is responsible for investing client's global portfolios across all asset classes; fixed income, equities, alternative investments, futures and commodities. He and his team seamlessly work with their client's tax and legal advisors to implement comprehensive wealth-transfer and charitable-giving strategies.
He also designs specific estate plans, concentrated equity divestitures (RS, RSU, ISO, NQ , and 10b-51) and pre-liquidity transactions.
Recognized as an industry leader:
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.
Let's connect
Senior Wealth Strategy Associate
Let's connect
Senior Wealth Strategy Associate
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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