As a Senior Wealth Manager, Jeff manages the relationships of high net worth clients by providing portfolio management and financial planning services. Included in the ongoing relationship management is cash flow analysis for retirement needs, charitable giving and planning for education funding. Jeff also provides risk assessment and global planning around concentrated stock holdings and 10b5-1 plans.
Jeff works with clients and attorneys who are drafting prenuptial agreements and marriage settlement agreements to provide financial analysis and planning. He works closely with clients and attorneys to provide spousal support analysis and community property division planning.
Before joining Sand Hill Global Advisors, Jeff was a project manager of First Allied Securities Inc., a broker dealer in San Diego, CA. In that capacity, he was responsible for technical, operational and trading support for the asset management department.
Jeff serves as a member of the executive cabinet for the San Francisco Child Abuse Prevention Center. After serving in the US Navy from 1992 to 1996, he earned a BS in Financial Services from San Diego State University. Jeff is a CERTIFIED FINANCIAL PLANNER™ practitioner and is a member of the Financial Planning Association (FPA).