As a Senior Portfolio Manager Managing Director, Jeff leads a team of investment specialists who are responsible for providing clients with personalized service and sophisticated investment strategies. He uses his experience to establish an integrated investment approach, offering asset allocation strategies and recommendations based on short- and long-term financial objectives, financial status and risk profiles.

Jeff began his career in the investment management industry more than 25 years ago in New York City. Prior to joining U.S. Bank

Private Wealth Management, Jeff worked at PNC Wealth Management as a Senior Manager in investments. He has spent the majority of his career in wealth management working in securities analysis, brokerage and portfolio management on behalf of high net worth clients.

Jeff has been published on Wall Street and has been a guest speaker at a number of national conferences.

Jeff serves on the Board of Directors for the Palm Beach County Sports Commission where he chairs two committees and the Board of Directors for the CFA Society of South Florida. He is the South Florida Chairman for the Market Technicians Association, CFA Institute and NYSSA.

Jeff has received the Lois Kwasman Award for community service two times in his career.