Working with a selective client base allows Jeff the time to develop personal lifelong relationships with his clients. These relationships provide him with the in-depth understanding of his clients needs – as well as the level of trust – required to implement a personalized strategy and actively manage their portfolios in the face of today’s seemingly overwhelming markets.
For over 30 years, he has successfully been dedicated to providing the highest level of customer service and superior wealth management to high net worth individuals, small businesses, trusts, estates, charitable organizations, endowment funds and foundations.
Having the prestigious designation of Portfolio Manager, allows Jeff the trust of managing accounts on a discretionary basis through our Private Investment Management process, which frees his clientele from the day-to-day management of their wealth so they can focus on their priorities in life. Doing what is right for our clients is our main focus.