Jeff has more than 25 years of experience in the financial services sector backed by the wealth of resources and technology tools available through Alex. Brown, a division of Raymond James. He is well-versed in managing corporate, institutional and high-net-worth family relationships.
Jeff began his career in New York with OppenheimerFunds. He then went on to work for such firms as Delaware Investments/Lincoln Financial Distributors and Merrill Lynch. Jeff joined Deutsche Bank Alex. Brown in 2011 and has since transitioned to Alex. Brown when his division was acquired by Raymond James in 2016.
Jeff is active in nonprofit organizations, serving on the board of the Allen Bass Fund, an organization dedicated to providing camp scholarships to disadvantaged children. He is also the treasurer of Greener Partners, an organization focused on creating healthy communities through food, farms and education, and serves on its board, where he is a member of the executive and finance committees.
Jeff earned his B.S. in finance from Juniata College. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Jeff is an Accredited Investment Fiduciary, a professional certification awarded by Fi360, as well as a Chartered Financial Consultant and a Chartered Life Underwriter, designations awarded by The American College.
He lives in Berwyn, Pennsylvania, with his wife, Tracey, and their three sons.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.