Managing Partner, Financial Advisor
Jeff has over 3 decades of experience in financial services. For the past sixteen 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, where he serves as a member of Fletcher’s European Advisory Group. Jeff was also an English-Speaking Union Scholar at Charterhouse. He is qualified to advise clients residing in both the UK and US and has his Series 65 professional exam. He is a Chartered Fellow 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 helped found 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 at university in the U.S. having completed her A Level exams. He is a history buff, avid football/soccer supporter and likes to spend his holidays in eastern North Carolina.