Principal and Co-Founder


Jeff is Principal and Co-Founder of Northeast Private Wealth Management. Prior to founding the firm, Jeff led the Northeast Group at Morgan Stanley as Senior Vice President and Senior Portfolio Manager. Since joining Morgan Stanley in 2009, Jeff was recognized as a member of the prestigious Presidents Club and he was honored to be named multiple times to the FT400, The Financial Times’ list of the top 400 advisors in the country*. Most recently, Jeff was recognized as one of Forbes’s Best-in-State Wealth Advisors in 2019**.

Jeff has a diverse background on Wall Street. He began his career in equity research at Monness, Crespi, Hardt & Co. Inc., a prestigious institutional equity firm. He then joined the wealth management division of a boutique investment bank where he helped launch several successful technology public offerings. Jeff graduated from Pennsylvania State University in 1995.

Jeff lives on the North Shore of Long Island with his wife Rosea and their daughter Darcy. He has been recognized on numerous occasions for his philanthropic efforts focused on the needs of disabled children.

Check the background of this Advisor on FINRA’s BrokerCheck.

*FT400 Financial Times Top 400 Advisors in March, 2016.  Ignites Dist Research (2015)

**Forbes Best in State Wealth Advisors in 2020.  Shook Research from 6/30/2018-6/30/2019.