Strategic, Tactical, Opportunistic
Investing is a choice. Your wealth has a purpose. Understanding your dreams yields a strong partnership that will stand the test of time. You deserve a wealth management professional who listens; someone you can trust, who is fully transparent, and is fully committed to your financial success at all times.
Jeff is a senior global wealth management executive with a crystallized mission. He focuses on absolute returns in all market conditions, and preservation of wealth without compromise. Working with him means working with a dedicated financial professional who understands, respects, appreciates and systematically addresses risk with discipline, confidence and transparency.
The ultimate fiduciary, Jeff sits on the same side of table as his clients. He offers a disciplined approach to investing in today's fast-paced global markets, with no other agenda than serving your best interest - always. His ability to see, address and monitor risk is born from his experience as a TOPGUN fighter pilot; dedication is core to who he is, forged during his 24 years of military service to his nation.
Today, Jeff serves a select list of clientele, including affluent families, corporate executives, trusts, endowments and foundations. His "no compromise" approach to wealth management yields highly customized solutions designed solely to ensure you meet your personal objectives, and leave the legacy of your dreams.
Excellence is a Choice