Jeff’s interest in financial services began with an accounting class in high school, where he was asked to break down the quarterly reports of publicly traded companies. He went on to attend Boston University's Questrom School of Business, after which he embarked on a career working on Wall Street.
Jeff began his career in New York City, where he worked at several investment banking firms, including Prudential Securities, Morgan Stanley, and Lehman Brothers, where he met his wife Jeanne while working there together. After several years on the retail side, Jeff accepted an opportunity to work on the institutional side of the business, first at Oppenheimer Funds and then at Wells Fargo Asset Management.
After over 20 years of servicing Daniels Financial Partners in this capacity, Jeff and Rich decided to join forces and use their combined knowledge and different experiences to make a well-rounded partnership. Jeff is glad to be back working with families and entrepreneurs, getting to know his individual clients, and using his experience both on the retail and institutional sides of the business to provide clients with a broader perspective on the market.
One of Jeff's outside interests is giving back to his community; he is a 2nd Lieutenant in the Chatham Fire Department and also the department’s delegate to the Firefighters Association for the State of New York (FASNY). Jeff holds series 7, 42, 63, and 65 licenses and is registered to conduct business in almost all 50 states.