Prior to joining Merrill, Jeff worked at Goldman Sachs’ Private Wealth Management in Boston where he comprehensively managed wealth for a select group of endowments and ultra-high net worth families. His work with successful individuals and families helped them to focus on investment management, liability management, estate and philanthropic planning, retirement planning and tax minimization strategies. Prior to working in Private Wealth, Jeff worked in the Securities Division at Goldman Sachs in both Boston and New York City. Here he advised hedge funds, mutual funds, endowments and pensions on investments across Asia and Emerging Markets. Jeff began his career at Nomura Securities in New York City in 2010 working in the Securities Division on the Foreign Securities Desk where he became a vice president. Jeff earned his degree from The University of Utah where he graduated Summa Cum Laude with an Honors B.A.
Jeff is a Reno Nevada native where he now lives with his wife Alyse (also a native Nevadan) and his 3 children Sawyer, Finn, and Elena. Jeff’s hobbies revolve around his family, the kitchen, the gym, the outdoors and independent book stores.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.