Jeff is a Wealth Advisor at Vivaldi Capital Management, based in the Chicago, IL office. Before joining Vivaldi, he spent 10 years in the financial services industry, working at Capital Group and OneAmerica Financial, which later became Voya Financial.
Jeff is dedicated to providing comprehensive, tailored financial advice and solutions to help clients achieve their personal goals. He holds a BS in Finance and Banking from the University of Missouri and is a Chartered Financial Analyst (CFA) charterholder.