Jeffrey specializes in serving those with complex wealth management needs by understanding their financial challenges and helping families meet their goals.
Jeffrey joined EP Wealth Advisors in 2022 with almost 25 years of experience in financial services. Jeffrey previously provided wealth management services at Cribstone Capital Management in Maine, following leadership roles in London, New York ,and Hong Kong at firms including Goldman Sachs, Morgan Stanley, and BlueMountain Capital. He is an Institutional Investor Magazine–ranked research analyst.
Jeff obtained a B.A. in Economics with a minor in Geology from Colgate University.
Jeff lives with his wife, Renee, his children, Cecilia, Kingsley, and Gus, and enjoys skiing, ice hockey, indoor soccer, and boating, as well as volunteering at his children’s schools. He holds dual UK-US citizenship.
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