Jeffrey began his career in 1988 with Shearson Lehman Brothers and joined Oppenheimer & Co. Inc. in 1992. Jeffrey is an Executive Director - Investments within the Private Client Division at Oppenheimer & Co. Inc. He received the designation Certified Investment Management Analyst (CIMA) from the Investment Management Consulting Association through coursework at the Wharton School of Business in May 1998.

Jeffrey's extensive experience in the areas of restricted and controlled stock issues, stock option exercise programs and hedging-monetization strategies is designed to provide the individuals we advise with liquidity and downside risk protection. He also works extensively with private business owners in helping them map out investment strategies to help them accomplish their goals.

In addition, Jeffrey oversees the four-person administrative staff of the Summa Group. He heads the monthly staff meetings to ensure all policies and procedures are being implemented in order for all Summa clients to receive our highest level of service possible.

Jeffrey graduated from San Diego State University in 1985 with a Bachelor of Science degree in Business Administration with an emphasis in Accounting. Jeff and his wife live in Agoura Hills with their four children. He enjoys golf, mountain biking and attending his children’s sporting events.