Jeff R.

Jeff R. has over 20 years of experience in finance. Jeff started their career as a sales associate at Lehman Brothers in 1998. In 2003, they joined Lydian Wealth Management as an associate director and stayed with the company until 2011. Jeff then became a senior vice president at Gibraltar Private Bank & Trust from 2011 to 2015. Since 2016, Jeff R. has been serving as a partner and director of investments at Legacy Wealth Advisors, LLC.

From 1993 to 1997, Jeff R. attended Fordham University, though it is unknown if they obtained a degree or had a specific field of study.