Jeff is well versed in customizing solutions that solve client problems and structures creative solutions for clients, especially ones who are onboarding with complex financial pictures that require some initial untangling. He works hand-in-hand with the broad wealth advisor team to set up custom client portfolios and ensure smooth management and execution of each client portfolio. Jeff is particularly well equipped to solve operational trading challenges given his early career background working in derivatives and fixed income trade support operations.
Education and Accreditation
- BS, Accounting & Finance – Auburn University
- Chartered Financial Analyst (CFA) Charterholder