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About
Jeff has spent nearly a decade advising high-net-worth individuals and families on financial planning and investment strategies – with particular expertise in guiding founders, early employees, and executives. He takes the time to understand the nuances of each client’s balance sheet, financial goals, and planning needs to help them make clear and confident decisions.
Prior to joining Farther, Jeff held roles at First Citizens Wealth (SVB Private) and BNY Mellon Wealth Management, where he focused on advising investors, founders, and executives with restricted stock, equity compensation, and liquidity planning. Jeff is a CFA® charterholder and member of the CFA Institute and CFA Society of San Francisco.
Jeff and his wife, Bridget, live in the San Francisco Bay Area with their two wirehaired pointing griffons. An avid soccer player, Jeff also enjoys snowboarding, hiking, and exploring the outdoors.