Jeff is an Executive Managing Director and shareholder of Pathstone, based out of the Boston, MA office. With nearly 15 years of experience, Jeff advises a group of the firm’s multi-generational family, single-family office and endowment & foundation clients on all components of their investment and wealth planning picture. Jeff serves on Pathstone’s Regional Leadership Team, in representation of the Boston and New Jersey offices, where he supports firm growth and other strategic firm initiatives. Jeff is also a member of the firm’s Investment Oversight Committee. In 2024 Jeff was named to Forbes’ Best-In-State Wealth Advisors (Mass. Private Wealth).
Jeff is a CFA® charter holder and a member of the CFA Society Boston.
He is a member of the Board of Directors for Casa Myrna. Casa Myrna is Boston’s largest provider of domestic violence awareness efforts and of shelter and supportive services to survivors.
Jeff grew up in Albany, NY and received a Bachelor of Arts degree in Economics from Union College. At Union, Jeff was a Liberty League All-Academic Team performer as a member of the football team, as well as a member of the Omicron Delta Epsilon Economic Honor Society. His prior experience includes the role of Senior Client Advisor at Federal Street Advisors. Jeff currently lives in South Boston with his wife, Estefanía, and their son.
A Chartered Financial Analyst (CFA®) is a professional designation given by the CFA Institute that measures and certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis.
Forbes’ Ranking Disclosure:
Third-party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement for the adviser by any client, nor are they representative of any one client’s evaluation. Pathstone paid no application fee to participate, but may purchase plaques, reprints, or logos to publicize rankings.
Methodology:
The Forbes ranking of America’s Top Wealth Advisors and Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients.
Neither Forbes nor SHOOK receive a fee in exchange for rankings. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. The award ranking provided is accurate as of April 3, 2024 and is based on the data as of 6/30/2023.
