Jeffrey Liguori

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. 

Experience

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.

Professional Designations

Chartered Market Technician

Affiliations

  • Ocean Community YMCA, Board of Directors

Education

  • Boston College, Bachelor of Science in Finance
  • Babson College, MBA

Contact Info

860-563-2368

Required
Required
Required
Invalid emailAdd
Required

Thank you for emailing, I will be in touch with you.

Related Information


Disclaimer



Investment and Insurance Products:

  • Not Insured by FDIC or any Federal Government Agency
  • Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate
  • May Lose Value

Investment and insurance products are offered through People’s Securities, Inc., a Broker/Dealer, member of FINRA and SIPC, an insurance agency and a registered investment advisor. People’s Securities, Inc. is a subsidiary of People’s United Bank, N.A. Investment products may involve risk, including possible loss of principal.

Business Continuity Plan | Commission & Fee Schedule | Margin Disclosure | Financial Statement | Cost Sharing Arrangements | Order Routing Disclosure | Day Trading Disclosure | BrokerCheck

JOIN OUR NEWSLETTER