Veritable
Jeff has devoted his entire 20+ year career to advising affluent families at Veritable. The rigor with which he approaches client service is remarkable and his clients value his investment acumen and his business savvy. He is a common denominator on the firm’s Executive, Investment and Operating Committees and he leads a six-person investment team.
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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