For more than two decades, Jeff has been serving the financial needs of professionals, business owners and their families – first at JPMorgan Chase as a lending officer and for the past 14 years in Private Wealth Management. His approach is to listen carefully to the details of what is important to each client, using his knowledge of portfolio management to help clients navigate the financial markets and create a plan to help them pursue their most important goals. “I truly enjoy working with my clients, and strive to manage their money the same way I would for a family member, with strict attention to detail,” Jeff says.
Using the industry’s most comprehensive tools, he develops a customized investment portfolio for each client. His investment process takes into account a client’s experience, expectations for returns, risk tolerance, family objectives, and an analysis of the current financial markets. He leverages the internal resources at Raymond James and meets with external money managers in an effort to construct the ideal asset allocation for a client’s overall holdings.
Jeff joined Alex. Brown in 2007, which became a division of Raymond James in 2016. He earned an undergraduate degree from the University of Pennsylvania in 1993 and later obtained his MBA from Temple University with a concentration in finance. His educational pursuits were guided by his early affinity for the financial markets.
Community involvement is a priority for Jeff. For the past four years he has been a board member and volunteer for Jewish Federation of Philadelphia and a board member for Green Valley Country Club.
He lives in Center City, Philadelphia, and spends part of the year in Palm Beach, Florida. He has recently traveled to Scotland and Ireland to satisfy his passion for golf. His other hobbies include playing tennis, reading nonfiction books, watching documentaries, attending sporting and cultural events, and experiencing the local culinary scene.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
