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
In the coming weeks, March Madness basketball frenzy may be a welcome distraction from non-stop news around the spread of the coronavirus. This month’s hyper-focus
CornerCap builds a wealth management plan around your story. Through thoughtful discovery and independent discipline, we work to help your assets and life appreciate together.
