Jeff specializes in creating comprehensive asset management strategies with an emphasis on producing tailored fixed income and structured note portfolios. Prior to co-founding NewEdge Wealth, Jeff was a Managing Director at UBS. He has worked in the financial services industry for over 30 years holding prior positions as a Managing Director at Lehman Brothers and an Executive Director at Morgan Stanley. Jeff has appeared on Fox Business News and has been quoted in The Wall Street Journal, Forbes, and Barron’s. He also serves as a guest lecturer at Concordia University’s Molson School of Business, Montclair State University and Vanderbilt University. He has been recognized by Barron’s, Forbes, and The Financial Times as a Top Wealth Advisor.
Jeff received his Bachelor of Commerce in Accounting from Concordia University and his M.B.A. from New York University Stern School of Business. He and his wife have twins and reside in Glen Ridge, NJ, and Gulf Stream, FL. Jeff enjoys golf, skiing, and collecting art and wine. His philanthropic interests include Big Brothers, Shriner’s Hospitals for Children, and Friends of Concordia University, as well as having served as a multi-term elected official on the Glen Ridge Board of Education.
Check the background of this investment professional on FINRA’s BrokerCheck.