Jeff joined Moshides Financial Group in April 2015. Having started his career in financial services in 2006 Jeff has contributed great practical experience to our team. He earned his bachelor’s degree in Business Administration/ Finance in 2006 from the State University of New York at Buffalo. He is Series 7, Series 66, and Series 63 licensed.
In addition to being the Director of Financial Planning, Jeff assumed the role of Director of Asset management in December 2016 and is responsible for investment research and analysis that determines the direction of portfolio construction and ongoing investment management. He is also the Chairman of our Investment Committee and interacts with multiple global institutional money managers to gather data and insight on current economic conditions and future market trends.
Jeff enjoys local Buffalo sports, exercise, and the outdoors. He resides in Lancaster, NY.