As a Senior Financial Advisor, Jeff brings over 30 years of experience to advising clients on complex family financial planning issues. He has a particular interest in charitable gift planning focused on smaller and often overlooked charitable organizations where a client’s charitable interests can have a significant impact both during their lifetime and as part of estate planning.
Jeff is a co-founder of Wingate, and has been a principal since its inception in 1986. His professional designations include Certified Financial Planner™, Chartered Financial Analyst, Chartered Life Underwriter®, Chartered Financial Consultant®, Certified Funds Specialist®, Registered Health Underwriter® and Licensed Insurance Adviser. He holds a Bachelor of Arts Degree from Holy Cross College, a Master of Science in Taxation from Bentley University, a Master of Science in Finance from Bentley University, and a MBA from Northeastern University.
Jeff is married with a daughter, and his personal interests include history, historic preservation, the environment, conservation, triathlon sports, and the outdoors.