University of Pittsburgh MBA 1993
University of Richmond BS 1989
Jeff has over 3 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. Jeff became a Partner in 2018 and is a member of our investment committee.
COMMUNITY INVOLVEMENT:
Fox Chapel Rotary – 2015 – Present – Board of Directors 2025 – Present
Fox Chapel Golf Club – Board of Directors 2020 – Present
Fox Chapel Presbyterian Church – Elder 2025 – Present
St. Margaret Foundation – Board of Directors 2024 – Present
