Working with a select client base allows Jeff the time to develop lifelong relationships with his clients. These relationships provide him with the depth of understanding and, over time, the level of trust required to manage customized portfolios in the face of today's changing markets.
For over 30 years, Jeff has provided superior wealth management services to sophisticated investors, families of generational wealth and professional referrals. His practice extends to small institutions, trusts, foundations, endowments and charitable organizations.
Having the designation of Portfolio Manager, allows Jeff to manage accounts on a discretionary basis through our Private Investment Management process. Clients appreciate the freedom of not dealing with the day to day responsibilities of their investment portfolios.

Important notices