Vice President of Business Development
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 Pinnacle Capital Management (PCM) as Vice President of Business Development, where he will be marketing the PCM suite of products to financial advisors.
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.