Jeff is a Client Relationship Manager at SAM. He first started working with financial clients in 2014 at Citizens Investment Services. Prior to joining SAM, he worked at Tailored Wealth Solutions as a Planning Associate, where he provided financial planning and ongoing service to high net worth clients and business owners.
Jeff has a bachelor’s degree from the Rockefeller College of Public Affairs & Policy at SUNY Albany in Political Science and Economics. He lives in Saratoga Springs, New York with his wife and two young children, and works in our upstate New York office.