As an Executive Wealth Manager with Sage Financial Group, Jeff is a trusted advisor to a significant segment of Sage’s client base, providing comprehensive advice and wealth management services. Jeff’s primary areas of focus include portfolio management, financial independence planning, education funding, risk management, and tax planning.
Jeff brings more than 20 years of business experience to Sage, including extensive analytic and management experience across financial planning, strategic planning, corporate planning, and business operations roles at several multinational firms. He also contributes a global perspective to our firm. Jeff concentrated his formal studies on East Asia, and served on expatriate management assignments in Japan for a number of years.
Jeff obtained his BA from Harvard University, and an MBA from Villanova University.
