Senior Client Service Associate
Jeff joined Gresham in 2016 as an Associate on the Client Service Team. He works directly with Advisors to deliver integrated wealth management solutions for high net worth families.
Prior to Gresham, Jeff worked at Northern Trust for five years in institutional services and private wealth management as a portfolio management associate.
- B.S., Economics, University of Wisconsin – Madison
- CERTIFIED FINANCIAL PLANNER™
- Personal Interests: Hockey, triathlon, Ironman, golf, fishing and cooking