Jeff joined the Freedom Street Partners team in 2020 as a Client Relationship Manager. His role is crucial to our clients to aide and position them to plan for short- and long-term goals. He is in tune with the latest industry trends and provides consistent, personalized service so that clients have a clear understanding of their financial portfolio. Jeff has impeccable attention to detail, and he works closely with our senior staff to analyze, refine, and continually improve our processes and procedures.
Jeff’s primary focus is to ensure that our clients receive the highest quality customer service in the industry, which is driven by his passion for helping others reach their goals. He achieves this through his enjoyment of problem-solving and aims to provide clarity with the many intricacies of the financial industry. The enthusiasm Jeff has for his career is evident with each interaction and his commitment to seeing each task and project to completion.
At the start of his career, Jeff gained valuable experience as a Private Bank Client Associate with J.P. Morgan from 2014-2017. Most recently, he worked at Wells Fargo Advisors as a Registered Client Associate. In 2014, Jeff graduated from Goldey-Beacom College in Wilmington, DE, with a Bachelor’s of Science in Finance.
My wife, Angela, and I enjoy keeping active when we’re not at work. I like to run in local races (the Norfolk Harbor Half Marathon is my favorite), or you can find me spending time with our loyal companion, Ruby, our Golden Doodle who loves running beside me at the beach. However, I’m especially passionate about golf. I was fortunate to win the 2017 Delaware State Association Play of the Year and continue to play in local golf tournaments whenever I have the opportunity.
I am originally from Delaware, but Angela and I moved to Chesapeake, VA, when she was accepted in Eastern Virginia Medical School to pursue a career as a physician assistant. We loved the area so much that we bought our home here and didn’t want to leave after she graduated. We’re excited about our future here and feel fortunate for the opportunity to live and work in such a fantastic community.