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 to investment professionals who have successfully completed the requirements set by the globally recognized CFA Institute. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis.
