About Jeff
Serving the West Palm Beach area, Jeff provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Jeff works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Jeff is Senior Vice President and Senior Investment Advisor for Fifth Third Private Bank in the Southeast Florida region with over 30 years of experience. Serving as part of a highly credentialed team, he is responsible for constructing customized portfolios and implementing the daily investment strategies to meet the goals of his high net worth individuals and families. Jeff has been published on Wall Street; interviewed by Reuters, CNBC.com, Bloomberg, AP; and a guest speaker at national conferences to share his investment expertise. He is also a published book author on investing.
Education
Suffolk University, Boston, MA: MBA
State University of New York at Albany: BA
CFA, CFP, CMT professional designations
State University of New York at Albany: BA
CFA, CFP, CMT professional designations
Licenses & Professional Designations
- Chartered Financial Analyst
- Certified Financial Planner
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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