Veritable
Jeff has spent his entire career with Veritable having joined the firm in 2000 after graduating with highest honors from The Pennsylvania State University with a BS in Finance and an Economics minor. He apprenticed for several years with one of the firm’s client-facing portfolio management teams before being promoted to portfolio manager and invited into the partnership by his peers.
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Veritable
They are one of the largest and oldest independent investment advisors, operating as a multi-family office, serving over 200 families and managing $15 billion