Founder, Managing Partner
Jeff is the head of the wealth management business at ReDefine. Jeff brings to clients his extensive knowledge and experience in the areas of portfolio design, implementation, and management, as well as his deep understanding of global macroeconomic trend and investment manager analysis. Jeff has decades of experience with banking, trust, tax and estate planning services, as well as in developing customized multi-generational trust and wealth transfer plans designed to manage the impact of estate taxes while still accomplishing personal and humanitarian goals. Jeff has received numerous accolades over his 25 year career and was recognized by Barron’s Magazine as one of America’s Top Financial Advisors for six consecutive years.
Financial - Wealth - Estate - Transfer - Philanthropic
Marketable Securities - Currencies - Volatility - Private Placements
Global Macroeconomic and Public Policy Themes and Trends
Portfolio Construction - Allocation - Management - Reporting