Joined Northern Trust
- Bachelor of Science degree in Business Administration from the University of Nevada, Las Vegas
- CERTIFIED FINANCIAL PLANNER™ designation and is a proud member of the CFP BOARD
As a Financial Advisor within Northern Trust Securities, Inc, Jeff's focus is on wealthy families in the Southwestern Region, specifically in Scottsdale, Phoenix, and Las Vegas markets. He supports Northern Trust Wealth Management with strategic Investment Solutions, as well as asset management and asset servicing solutions for nonprofits, foundations, pensions and institutional organizations by specializing in the Fixed Income Markets
Jeff began his career in the industry with Merrill Lynch in 1983 and has continually focused on services for high net worth families.