Jeff works with Pathstone clients on a variety of customized and integrated wealth management strategies, including asset allocation and analysis, concentrated position management, portfolio planning and implementation, wealth preservation and transfer planning, and overall financial analysis.

Jeff joins Pathstone from Crestone Capital. 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. He is also a Certified Financial Planner.

Jeff loves to spend his time outside with family and friends skiing, golfing, or anything else that Colorado has to offer.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.