Prior to founding Hyde Park Wealth Management, Jeff worked for Smith Barney and Citigroup. Today, he focuses on engineering peace of mind for clients across the country.
He provides a deep level of expertise in comprehensive wealth management, including the integration of investment and risk management, as well as financial planning. He works with affluent families and individuals, and serves on the firm’s investment allocation committee.
Jeff also works with an array of corporate clients in the development, implementation and management of their organizational retirement plans.
Jeff has consistently been named one of Cincinnati’s Five-Star Wealth Managers, an honor bestowed upon fewer than five percent of the City’s financial advisors.
After attending Indiana University, Jeff worked overseas before eventually returning home. He has completed the Executive Certification Program in Financial Planning through Xavier University’s Consulting Group.
He contributes articles on money management and financial planning to a variety of business publications, newspapers and magazines. He has been featured in The Wall Street Journal, Dow Jones News Wires, Investor’s Business Daily, Bankrate.com, Financial Advisor Magazine, SeekingAlpha.com, The Los Angeles Business Journal, PBS, Investopedia.com, The Cincinnati Enquirer, and The Cincinnati Business Courier.
Jeff coaches and works on behalf of a variety of charitable organizations. He resides in Columbia Tusculum with his wife, sons and dogs.