Director of Portfolio Management | Wealth Advisor
Jeff is a Wealth Advisor and Director of Portfolio Management at McGill Advisors. Jeff graduated from California State University at Sacramento with a degree in Business Administration (Finance Concentration). He formerly worked at London Pacific Advisors as a research analyst. Jeff obtained his Chartered Financial Analyst designation in 2003. He is a member of the CFA Institute and the CFA North Carolina Society.
Jeff is originally from Sacramento, CA. He has been married to his wife Mauree since 2008. In his spare time he volunteers at inner city ministries and is an avid traveler with a goal to visit every baseball stadium in America.