Jeff serves as a Financial Advisor where he assists high net worth clients with their financial planning and investment management.
Jeff began his career as a financial analyst at Goldman Sachs. He has also served as a financial advisor at PNC Investments, and a Vice President at Fisher Investments. Jeff holds his Series 7 and Series 66 securities licenses, and life, accident, and health insurance licenses. He also passed the Level 1 CFA Exam.
Jeff graduated cum laude from the University of Pittsburgh with a Bachelor’s degree in Finance.
Jeff is passionate about the capital markets, and their ability to help improve people’s lives. He loves spending time with his fiancé, Jessica, and his dog and cat, Lucky and Bella.