As an associate of client advisory, Jeff is responsible for supporting client advisory in developing and implementing client portfolios, managing client portfolios and cash flow, as well as general financial analysis.
Prior to Crestone, Jeff was a senior relationship associate at Brown Brothers Harriman & Co., where he monitored cash needs, rebalanced portfolios, and managed all account needs for high-net-worth clients.
Jeff received his Bachelor of Science in economics, with a minor in history, from Trinity College in Hartford, CT.
WHAT DO YOU ENJOY MOST ABOUT WEALTH MANAGEMENT?
I enjoy meeting new people, learning their stories, and cultivating strong relationships. Business owners and entrepreneurs come from all walks of life and truly no success story will be the same. Additionally, every family's goals and values will differ, so understanding their story helps me provide the best service possible.
WHAT DO YOU LOVE TO DO OUTSIDE OF WORK?
I love to travel. Whether it is a weekend road trip around Colorado or an expedition across the world, learning and experiencing a new culture is an incredible feeling. For our next big trip, my girlfriend and I will be spending time in Tunisia, Northern Africa.
WHAT IS THE MOST INFLUENTIAL BOOK YOU’VE READ?
Shoe Dog by Phil Knight