Global Focus

Vision, Experience, Discipline

As a TOPGUN fighter pilot, Jeff saw the world. His experiences afar gave him unique insight into emerging economies, and the interconnectedness of the global financial system. His acumen as a strategist and tactician, combined with his innate ability to see and manage risk, made his transition to financial services seamless.

Long-term success begins with a well designed plan. Jeff delivers a disciplined approach to investing in the global markets. His analytical, non-emotional approach addresses risk while maximizing return, with an eye toward identifying and positioning his clients to capture unique investment opportunities as they arise.

A credentialed financial professional, Jeff is a Chartered Market Technician (CMT) and Commodity Trade Advisor (CTA). He is a member of the CFA Institute, Market Technicians Association, American Association of Professional Technical Analysts, and the International Federation of Technical Analysts.

Always willing to give back, Jeff volunteers to host an annual financial symposium. He is also a member of the Board for the Market Technicians Association, and is a Senior Advisor to the CMT Board of Governors. He was the first Director of the CMT Institute, and has personally mentored more than 400 financial analysts, portfolio managers, and proprietary traders during his Wall Street career.

Excellence is a Choice