Spent 30 years building lifelong, generational relationships and becoming his clients’ most trusted advisor.
Joined Lido: 2021
Homebase: Boca Raton, FL
Professional Focus: Jeffrey works closely with his colleagues and his clients’ external trusted advisors on both public and private investments, retirement, philanthropic, estate and tax planning strategies. He brings decades of experience working with successful individuals and their families, business owners, corporate executives, endowments and foundations to manage their assets on a fiduciary basis.
Education: B.A., Political Science, Williams College
Previous Work Highlights: Began his career on the institutional fixed income sales and trading desk with Donaldson, Lufkin & Jenrette before becoming a Senior Wealth Advisor for Banyan Partners. He was then a Managing Director for Boston Private Wealth.
Personal Facts: Originally from New York, Jeffrey resides in Jupiter, FL, with his wife of 25+ years and their three children. He enjoys spending time with his family, traveling, skiing, scuba diving and growing orchids.
