Legacy Wealth Advisors, LLC
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.
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Legacy Wealth Advisors, LLC
Legacy Wealth Advisors is a multi-family office serving high-net-worth and ultra-high-net-worth families. As the name indicates, our firm's mission is to provide a sophisticated level of investment advisory services that will serve as the foundation for our clients' financial vision of perpetuating wealth intergenerationally and creating a lasting legacy for their families. Legacy Wealth Advisors provides a full suite of family office services for our clients in addition to our core advisory offering.