Jeff’s 36 year career as a Financial Advisor has been focused on discretionary portfolio management and tax efficient investment process for his clients and their families. Jeff is appreciated for his consultative approach, and the time he commits to gaining a deep understanding of his clients financial needs and goals, and the strong personal relationships he builds with them.
Professional Details
- Series 7 63 and 65 Licensed
- Life & Health Insurance Licensed
- Bachelor of Science-Psychology, Towson University 1980
- 1986-2006 Legg Mason
- 2006-2009 Smith Barney
- 2009-Present Baird
- Chairman, Private Investment Management Council