“Jeff’s process is extremely thorough, disciplined, and objective. He has an uncanny talent of being able to breakdown complex issues into simplistic unemotional components and from that foundation make complex strategic decisions. Jeff possessed the legacy insider knowledge and strategic perspective I was looking for on the B/D side, and his knowledge base extended beyond the brokerage channel and therefore was able to add value as I worked through the holistic, fully-integrated wealth offering we were creating at the Bank.”
