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
- CERTIFIED FINANCIAL PLANNER™ Certification