Position: Partner, Lead Advisor, CIO, CFP ®, MBA
With a career spanning over 25 years in finance, Jeff takes an educational approach to planning and provides the guidance our clients need to achieve their most important financial life goals. Jeff is also Cable Hill Partners’ Chief Investment Officer and leads the firm’s Investment Committee. Jeff holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation as well as an MBA in Finance from San Francisco State University.
Jeff and his wife Lee live in Lake Oswego where they have raised their two sons, Gary and Andrew. He has been enthusiastically involved in the local youth and high school athletic community for many years. Jeff’s active lifestyle keeps him busy, whether it be on a tennis court, in the gym or yoga mat, but he can also be found whipping up a meal on the grill for family and friends.