Jeff joined Pointe Capital Management in 2011 following a diverse, distinguished career that included eight-years with Morgan Stanley Wealth Management in New York City. As Executive Director, he built and led the team charged with serving the firm’s most senior executives. Before that, Jeff worked with Morgan Stanley as an Alternative Investment Product Specialist and as a VP for JPMorgan Private Bank in New York where he was accountable for a $6 Billion portfolio of client relationships.
Today, Jeff’s depth of experience and achievement is applied to helping Pointe Capital clients succeed. In his role as CEO, Jeff is charged with preserving the legacy of integrity and performance that Charles established when the firm was founded. All while ensuring that Pointe’s Modern Approach to Traditional Investing remains vital and relevant.
A licensed pilot, motorcycle enthusiast and alpine skier, he also dedicates his time and energy to non-profit board service, athletic fitness, and keeping up with his wife and four children.
Jeff has an MBA from the Ross School of Business at the University of Michigan and a B.A. in Economics with a Minor in Business Administration and French from Vanderbilt University. Jeff is a CFA charter holder.