Partnering with clients is a tremendous responsibility and is truly gratifying.
Managing Director, Shareholder, Client Advisory
Jeffrey J. Burney
Jeff provides clients with personalized and integrated wealth management solutions, including holistic balance sheet advisement, investment strategy and implementation, concentrated position management, and wealth preservation and transfer planning.
Jeff brings a great deal of relevant wealth management experience from his ten years with JPMorgan in its Private Bank. Prior to his Executive Director position with JPMorgan in the Denver / Rocky Mountain region, Jeff resided in New York City where he worked directly with the Private Bank’s Chief Investment Officer to develop the firm’s investment strategy and oversee portfolio construction for $600 billion in client assets globally.
Jeff received his Bachelor of Business Administration in finance and business economics from Ohio University in 2006 and is a FINRA Registered Representative holding Series 7, 63, and 66 licenses.
Jeff is happily married to his wife Sarah and a proud father to his two sons, Hunter Donald and Brooks Nelson. Jeff’s community involvement includes: volunteering at Lutheran Medical Center with his Bernese Mountain Dog (Leffe) in the Pet Therapy program, serving on the Executive Board for the Boy Scouts of America’s Denver Area Council, and serving on the Professional Advisor’s Council of The Denver Foundation. He is also a member of Lakewood Country Club.