Jeffrey Kastner

Jeffrey Kastner is a seasoned financial professional with extensive experience in portfolio management and wealth advisory. Currently serving as a Senior Portfolio Manager at Regions Bank since September 2015, Jeffrey has successfully driven growth across a diverse portfolio while achieving top-ranking performance metrics for five consecutive years. Previously, as a Senior Private Wealth Advisor and Co-Chief Investment Officer at Gilbert Advanced Asset Management, Jeffrey produced a 66% increase in total assets under management and consistently secured #1 rankings through targeted investment strategies and exceptional client relationships. Jeffrey's career began as a Financial Advisor at UBS, where a focus on comprehensive, client-centric investment plans led to top performance rankings. Jeffrey holds an MBA from Lincoln Memorial University and a Bachelor's degree in History from Lambuth University.