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Jeffrey Gates

Jeffrey Gates

Partner, Lead Advisor, CIO, CFP®, MBA

Content for Jeffrey Gates


Jeff enjoys providing advice and financial leadership to the families he works with at Cable Hill. He appreciates the collaborative approach at Cable Hill, working together with teammates to help clients make better financial decisions on a daily basis. Jeff joined the firm as an Advisor in 2016 and later added Chief Investment Officer responsibilities to his role.

Outside the office

Away from work, Jeff is active in the Portland tennis community. Passions include music, fitness, reading, red wine and spending time with family and friends.

Education, Designation & Credentials

  • B.S. Business Finance
  • MBA

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