Jeff has proudly been a trusted advisor to multi-generational families and small institutions for close to 25 years. Jeff relies on his knowledge and experience to provide thoughtful and dynamic investment and wealth advisory solutions appropriate for his client’s financial and investment goals. He joined Prio Wealth in 2007, and is a Managing Partner of the firm. He also leads Prio’s Operations & Compliance and Marketing Committees.
Prior to joining Prio Wealth, Jeff was Vice President and Portfolio Manager at Lehman Brothers overseeing private client relationships. He began his career at Harbor Capital Management, which was subsequently acquired by Fortis Investments, as a Portfolio Manager and Manager of the Private Client & Endowment Group. It was at Harbor Capital Management that he was introduced to fellow colleagues Paul Stringer and Susan Mooney.
He is a graduate of the State University of New York, University at Albany and is a Chartered Financial Analyst®. Jeff is a member of the CFA Institute, CFA Society Boston, and Family Advisory Council for Cradles to Crayons.
Jeff’s personal priorities include skiing, golf, cooking, and spending time with his wife and four children in Hingham, Massachusetts.