As Managing Director of Olson Mobeck and Regional Manager for Wealth Investment Management &Trust, Jeff leads the teams in our Connecticut and New York markets.
Jeff brings more than 20 years of broad experience in the financial industry. Previously, he was Director of Investments and a Senior Portfolio Manager with Washington Trust where he managed $300 million in Institutional and high net worth assets. He was also the lead portfolio manager for the firm’s equity income strategy which had approximately $200 million in client assets. Prior to that, Jeff was an analyst and portfolio manager for Avalon Capital Management, a family office, in La Jolla, CA, where he worked on asset allocation and special situation investments with the firm’s principal.
Chartered Market Technician
- Ocean Community YMCA, Board of Directors
- Boston College, Bachelor of Science in Finance
- Babson College, MBA