About Jeffrey
Jeff is the Head of Client Solutions and Partnership Strategy. He is responsible for identifying and delivering wealth management services and solutions that help clients achieve their financial goals. Jeff is also responsible for helping our firms and advisors develop growth strategies and leverage Focus capabilities to optimize the performance of their practice.
Previously, Jeff led Client Experience at Goldman Sachs Ayco, a high-net-worth wealth management business, where he focused on client growth and the advisor-client platform. Before that, he served as the Head of Operations for Goldman Sachs Ayco.
As a managing director at Goldman Sachs, Jeff spent 20 years gaining extensive experience in growth management, client experience, transformation, and operations across wealth management and capital markets. He holds a bachelor's degree from Georgetown University and a master's degree from the Rochester Institute of Technology.
Outside of work, Jeff enjoys spending time with his wife and three daughters, coaching them in various activities, and contributing to their local community.
Jeff is the Head of Client Solutions and Partnership Strategy. He is responsible for identifying and delivering wealth management services and solutions that help clients achieve their financial goals. Jeff is also responsible for helping our firms and advisors develop growth strategies and leverage Focus capabilities to optimize the performance of their practice.
Previously, Jeff led Client Experience at Goldman Sachs Ayco, a high-net-worth wealth management business, where he focused on client growth and the advisor-client platform. Before that, he served as the Head of Operations for Goldman Sachs Ayco.
As a managing director at Goldman Sachs, Jeff spent 20 years gaining extensive experience in growth management, client experience, transformation, and operations across wealth management and capital markets. He holds a bachelor's degree from Georgetown University and a master's degree from the Rochester Institute of Technology.
Outside of work, Jeff enjoys spending time with his wife and three daughters, coaching them in various activities, and contributing to their local community.