University of Pittsburgh MBA 1993
University of Richmond BS 1989
Jeff has over 2 decades of relationship management experience working with high net-worth individuals. Jeff has worked for BNY Mellon, Wells Fargo, Fifth Third Bank and PNC Advisors. As an Accredited Wealth Management Advisor, Jeff is a member of our Investment Committee. His primary responsibility is on developing new relationships and working with existing clients. He received his Bachelor of Arts degree from the University of Richmond and a Masters of Business Administration from the University of Pittsburgh Katz Graduate School of Business.
COMMUNITY INVOLVEMENT:
Fox Chapel Planning Commission
Shady Side Academy, Board of Trustees, Finance Committee Member, Building & Grounds Member
Fox Chapel Golf Club – Board of Directors
Fox Chapel Rotary
