After graduating from the University of Massachusetts with a degree in economics, Jeff began his career in the securities industry in 1986. In 1998, he joined Branch Cabell, now RBC Wealth Management. Jeff’s business is primarily focused on fee-based portfolio management. He holds the Accredited Investment Fiduciary (AIF®) designation through the Center for Fiduciary Studies, which promotes best practices and standards for fiduciaries and for those who service and share in fulfilling fiduciary obligations. He has earned the firm’s internal designation of Accredited Wealth Manager (AWM), which enables him to deliver a higher level of wealth management services to clients. Jeff provides high-quality wealth management and investment services to individuals, nonprofit organizations and faith-based institutions. This allows him to pursue his life-long passion for investment management while helping the community at the same time. In other words: his personal version of “doing well by doing good.” Jeff has more than 30 years of investment advice and planning experience.
Jeff is currently the President of the Board of Directors of the Edgar Allan Poe Museum in Richmond, VA. He and his wife, Katrina, enjoy any time they can spend with their children and grandchildren.