"Our role is to guide our clients through the range of investment alternatives and provide them with solutions that may support them as they seek to achieve the outcomes they want."
Director of Investment Services, CIMA®
Jeff is the Director of Investment Services at Coastal Bridge Advisors where he chairs the Investment Committee and is responsible for overseeing all investment related activities in the firm, including opportunity sourcing, diligence, and delivery. This includes portfolio administration and monitoring as well as the development of market and investment strategies.
“I’m committed to superior client service”, he says. “In my role, this starts by understanding that each and every client has a unique set of circumstances which brought them to our firm. My job is to help prepare and present an array of investment alternatives that best match the clients’ needs. That’s why I’m hooked on our company motto, ‘Uncomplicate It’ , which means that our role is to guide our clients through the range of investment alternatives and provide them with appropriate solutions that will support them as they seek to achieve the outcomes they want. By ‘uncomplicating’ this part of the process, we hope to allow them more time to focus on what’s important to them.”
Prior to joining Coastal Bridge Advisors, Jeff worked at the Royal Bank of Scotland, where he rose over the years to the position of Vice President and Credit Strategist. He began his career at Merrill Lynch.
Jeff believes that his college basketball career at the University of Rhode Island taught him one of the most important things in his life – the value of hard work and discipline. “This is what I bring to work with our clients – the same team work ethic that powers college sports, the one that says while reaching goals is a rewarding experience, the most valuable part continues to be the journey – in this case, working hard to make our clients’ journeys more fruitful.”
Jeff earned a MBA from the University of Connecticut and a BS from the University of Rhode Island with a major in Finance. When not working, Jeff enjoys spending time with his wife and two sons in Southport, CT.