While attending Bentley University, Jeff started his 25+ year career in the financial services industry working for a global investment management firm located in Boston, MA. Shortly after graduating with a BS in Accounting, he started working with a boutique investment firm on Wall Street. For the next 8 years, he worked as a registered representative with individuals and families on achieving their investment goals while at both regional & global investment firms in Los Angeles, CA and New York, NY. In 1999, Jeff became a Regional Vice President with a Fortune 500 life insurance company which brought him to Upstate New York. In this role, he used a consultative sales approach to help advisors meet their clients’ retirement investment needs and grow their own practices. He was recognized with numerous awards during his 12 years in this position.
Jeff now brings his wealth of investment knowledge to the Pinnacle Family of Companies in a dual role. As a Regional Sales Director, he will be marketing the Pinnacle Capital Management suite of products to financial advisors. Additionally, he will be working with individuals, families and businesses as a Financial Advisor. Jeff is a Financial Industry Regulatory Authority (FINRA) General Securities Representative (Series 7), State Securities Agent (Series 63) & Registered Investment Advisor Representative (Series 65) and is New York State Insurance licensed for Life, Accident & Health and Variable Annuities.
Jeff’s community involvement consists of countless hours of volunteering his time coaching hundreds of kids in youth basketball at various levels and ages. He has also coached both Little League baseball and Pop Warner football for several years.
Along with sports, Jeff’s interests are travel and family. He resides in Fayetteville, NY with his wife and three sons.
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