Managing Partner, Financial Advisor
Jeff has over 3 decades of experience in financial services. For the past fourteen years he has managed the investment needs of high net worth US families living in the United Kingdom. Combining cross border know-how with an extensive international network, Jeff delivers robust solutions for his clients.
He received his BA in History from Colgate University and a Master’s degree from the Fletcher School of Law and Diplomacy, Tufts University. Jeff was also an English-Speaking Union Scholar at Charterhouse, Surrey. He is qualified to advise clients residing in both the UK and US and has his Series 65 professional exam. He is a Chartered Member of the Chartered Institute for Securities & Investment. He speaks fluent French.
Jeff is a member of the Institute of Directors and a director of the Anglo-American Charity Limited, a US-UK dual qualified charity that is a cornerstone of many international families’ philanthropic programs.
He is also President of the Andover/Abbott Association of London and a past President of the Colgate Association of London. He is a Vice President of the UK Chapter of American Citizens Abroad, a lobbying group advocating fairer tax and other treatment for US expatriates.
Jeff is married with three grown sons and a daughter, who is studying in the U.S. having recently completed her A Level exams. He is a history buff, avid football/soccer supporter and likes to spend his holidays in eastern North Carolina.