Wealth Advisor & Analyst
Jeffrey joined Jacobi Capital Management in 2012. Growing up in a family of entrepreneurs, Jeff experienced first-hand the responsibility and hard work needed to be successful. His natural interest in numbers and love for history paved the way for his decision to become an analyst.
Jeff’s desire to help people and the need to be ethically responsible made Jacobi the ideal work environment. As a Wealth Advisor and Certified Financial Planner®, Jeff delivers customized financial planning and wealth management solutions to clients. Responsible for much of the firm’s trading and research, Jeff works closely with the investment team to develop and monitor Jacobi Capital’s proprietary investment portfolios. Jeff, along with four of his colleagues, was chosen to speak at the Barron’s Regional Summit in November 2019.
Previously, Jeff completed internships with two national brokerage firms. A graduate of St. Joseph’s University, Jeff has a Bachelor’s of Science in Finance and Economics. Jeff is the Chairman of the Board at the Catholic Youth Center. In his free time, Jeff enjoys golfing, fishing, hunting, and spending time with his wife Laura and their three sons at home in Kingston.