Having spent over a decade with a Wall Street firm, Jeff left to open a wealth management concern based in Cincinnati, Ohio. Utilizing the firm's proprietary Core+Alpha Methodology, Jeff enables individual and corporate clients to more effectively manage their investment, risk and financial endeavors.
Born and raised in Northeast Ohio. I worked for a couple of Regional Banks, grew up with Merrill and now am at a Regional Firm based out of Louisville.
Education is a BS in Applied Mathematics, another BS in History, MBA studies all at Ohio schools. I have been in the financial industry since 1999.