As Executive Vice President, Chief Financial Officer and Chief Compliance Officer, Jeff manages individual client portfolios, determines asset allocations and security selections, places security trades and meets with current and potential clients. He is also responsible for audit controls and regulatory filings and is a member of the Investment Committee.

Jeff joined the firm in 1993 in the Operations Department, bringing valuable experience in audit procedure, financial controls, security trading, income tax and trust and estate accounting.  In 1995, Jeff accepted the position of Portfolio Manager and shortly after that was appointed Vice President and CFO of the firm. He has completed the National Association of Securities Dealers Series 2, Non-Member Securities Examination and the Series 66, Uniform Combined State Law Examination. Jeff has also completed the New York Bankers Association Estate School. A graduate of Tri-State University, Jeff holds a Bachelor of Business Administration degree in Accounting.

Active in the community, Jeff volunteers as a youth mentor engaging youth in athletic development. He was involved in the re-establishment of the Cross Country Program at a local high school and has coached several runners who have placed in state meets. Due to their success, he was named coach of the year several times.