Fiduciary Counsel and Wealth Planner
Jeff has decades of experience working with clients to understand their goals and objectives; manage their investments; and integrate their investment strategy, philanthropy, and estate planning into a cohesive wealth management plan. He worked at Tiedemann Advisors prior to the transaction that created AlTi and, before that, Presidio Capital Advisors, which he co-founded in 1997. Prior to Presidio, Jeff worked as a financial advisor in the Investment Management Consulting Group at Montgomery Securities and as a research analyst at Peter Hart Research Associates in Washington, D.C.
Jeff is a Board Member of the San Francisco Jewish Community Endowment Committee. He is a CERTIFIED FINANCIAL PLANNER™ and holds a Bachelor of Arts degree in government from Colby College in Waterville, Maine.