JH

Jeff Halbert

Senior Vice President

Jeff Halbert is a seasoned financial professional serving as Senior Vice President at Citi since September 2023. Prior to this role, Jeff was a Senior Advisor at Westmount Asset Management from August 2020 to April 2024, where the firm focused on managing, protecting, and growing wealth for individuals, families, foundations, and endowments, with a particular emphasis on alternative investment opportunities. Jeff's educational background includes a Masters in Business Administration with a focus on Finance and Management from the Crummer Graduate School of Business at Rollins College, where studies were completed in 2005, and 2000 to 2004. Additionally, Jeff holds a degree in Economics from Rollins College.

Location

Laguna Beach, United States

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