Jeff serves as Executive Managing Director, where he advises wealthy families and family offices. Jeff is a leader on the Advisory team focusing on the Family Office client segment, plays an integral role in fostering Pathstone’s preferred Institutional relationships with a focus on enhancing the firm’s services and capabilities in this key market. Jeff sits on the Private Markets Investment Committee and provides leadership to the Boston and Florida market.

Jeff began his career in 1998 at Fidelity Investments, where he helped start up multiple businesses at Fidelity. He assisted in creating the Executive Services Group within Fidelity Stock Plan Services and was responsible for working with Fortune 500 Companies and their senior executives by providing guidance pertaining to their equity compensation, overall financial planning, and investment strategies.

Jeff joined Fidelity Family Office Services as vice president to create the Wealthy Family segment and serve families of significant wealth. Jeff was tasked with developing the client offering, building and supporting the client base, and establishing the strategic direction of the Wealthy Family segment.

Jeff resides on the Northshore of MA with his wife, Chrisoula, and their two children, Arianna and Aithan, where they can be found active in school activities and athletics. Jeff is also on the Board of Directors for My Brother’s Table, a non-profit organization on the Northshore.

The Certified Financial Planner™ (CFP®) is a designation awarded to individuals who successfully complete the CFP Board’s initial exams, then continue ongoing annual education programs to sustain their skills and certification. The focus areas include financial planning, taxes, insurance, estate planning, and retirement saving.