Jeffrey works with the Water Buffalo Club and the Westside Foodbank to help children in need and battle food insecurity.
Joined Lido: 2008
Homebase: Los Angeles
Professional Focus: In addition to working with clients, Jeffrey sits on the Executive Committee, which provides overall direction for the firm, and the investment committee for liquid and alternative assets. He also oversees certain asset allocation models and handles due diligence on certain private real estate offerings.
Professional Designations: Accredited Wealth Management Advisor
Education: B.A., Political Science, University of Texas; J.D., SMU Dedman School of Law
Previous Work Highlights: He spent over nine years performing legal, business development and marketing functions in the Service Establishment division of American Express in New York. He moved cross country to pursue his goal of becoming a financial advisor. Jeffrey has won the Five Star Wealth Management award for financial advisors in Los Angeles six years in a row (2013-2018).
Personal Facts: He is on the finance committee of Westland School, a progressive independent school, and cheers and coaches his kids in AYSO soccer and West LA Little League.
