As our Internal Consultant, Jeff works with our office and the Portfolio Specialist, Michael Roach, to address new and existing client needs. Jeff’s areas of expertise include the active management space with an emphasis in international markets, REITs, and alternative investments. Jeff supports us with client statement analysis, positioning of asset managers, portfolio construction and Envestnet help, such as goal modifications, proposal building, and research assistance. Jeff has worked as a Regional Advisor Consultant at Oppenheimer Funds and also worked at Citigroup in a sales support role. Jeff earned a BA in Communications from SUNY Albany, is FINRA Series 7 and 63 licensed, and is fluent in Spanish.