Knowledge

Making a significant impact for clients

During his 25 years in the financial services industry, Jeff has brought a family oriented and personalized approach to his high net worth clients. His top priority is growing and protecting the wealth they and their families have built. He designs customized investment strategies that reflect the values important to each of his clients. Following strategy implementation Jeff's team provides a high level of customer service. The results are strong, long-lasting relationships that make a significant impact on clients' lives. Jeff's clients include business owners as well as senior executives in the real estate, art and entertainment worlds.

A distinctive background

Jeff began his career practicing securities, real estate and corporate finance law at prestigious New York City law firms. Prior to his career at UBS, he was the branch manager of a regional wealth management firm specializing in municipal bonds, where he oversaw nearly 100 financial advisors. Following the sale of this firm, Jeff spent nearly 10 years honing his skills at a major investment firm. Jeff’s background as a securities and finance attorney, senior manager and financial advisor provide him with unique, wide-ranging expertise. Among the customized wealth planning solutions he is able to provide for the families he works with include actively managed municipal bond portfolios providing tax-advantaged income, securities based lending, mortgage financing and equity portfolio management.

Education and professional achievements

Jeff is FINRA-registered and holds his Series 7, 63 and 65 securities licenses as well as life and health insurance licenses. He holds a B.A. in Political Science from the University of Delaware (cum laude) and a J.D. from the University of California's Hastings College of The Law, where he was a member of the Hastings Law Journal.