Experience

Jeff and his team provide customized advice, investment strategies, full financial planning services, and other financial services to high net worth individuals, families, and institutions.  The team’s primary goals are to build a financial road map and then diversified portfolios to help individual clients reach their specific goals and aspirations.  His job is to help successful, hard working individual reach their goals, while his passion is being a mentor and leader in the community.

Born and raised in Cleveland, Jeff is an advocate of giving back to the Cleveland community.  He is head of a mentoring program, The Rotsky Foundation and Head Football Coach of Villa-Angela St. Joseph High School.  The Rotsky Foundation, founded 30 years ago by Jeff and his wife Gina, is a mentoring program that was created to motivate inner-city middle school students to help provide a better opportunity and guidance through school and life. 

Jeff is a graduate of Case Western Reserve University and the Weatherhead School of Management.  He lives in Gates Mills with his wife Gina, son Bailey and daughter Emmie. 

Eric started off at Arthur Anderson and earned his CPA in 1998.  Eric specializes in the liability management, insurance, and the execution of financial plans and market research.  A native Clevelander, Eric also believes in giving back to the Cleveland community.  He has partnered with Jeff on numerous philanthropic endeavors since their days together at Case Western Reserve University.  It continues today with their joint work together at The Rotsky Foundation for Mentors and Villa Angela St Joseph Football. 

Eric is a graduate of Case Western Reserve University.  He lives in Bratenahl with his wife Janette, an Ob/Gyn Doctor with University Hospitals and children Kurt, Kyle, Quinn, and Claire.