Executive Wealth Manager, Partner
Jeff is passionate about problem solving. Prior to joining Sage, he spent approximately 20 years working in strategic planning, corporate planning, operations, and management for several multinational firms. During this time, he spent many years in Japan, putting his East Asian studies to good use and improving his Japanese.
In addition to his global perspective, Jeff brings a tremendous amount of acumen and relevant life experience to his role as a wealth manager. Nothing gets past Jeff. He is a dedicated champion of his clients’ financial goals and personal happiness. Jeff has been recognized as a FIVE STAR INVESTMENT ADVISOR by Philadelphia Magazine multiple years in a row.
Jeff obtained his A.B. in East Asian Studies from Harvard University and his M.B.A from Villanova University.
Why are you in wealth management?
I find it gratifying to apply my analytic skills in ways that help people meet their life goals.
What do you love most about being part of Sage?
I spent many years before Sage working in a Japanese business culture that genuinely puts clients on a pedestal. Sage provides me an outlet to continue to do the same.