Jeff has over 30 years of experience pioneering and building multi-generational and multi-disciplinary approaches to wealth management.
Jeff founded three boutique advisory firms delivering to UHNW private clients, served as Deputy Chief Investment Officer of Personal Financial Services for Northern Trust and was Chief Strategy Officer at myCFO.
He has also built multiple systems for managing wealth. In 2017, Jeff founded Libretto to streamline personalized advice at scale.
He has consulted on multi-disciplinary projects catering to key branches of the federal government and intelligence community.
He likes spending time with his family. He enjoys reading, is an avid sailor and surfer, and enjoys nature and the mountains.
