Jeffrey is the Founder and CEO of Gwynedd Wealth Solutions, LLC. He has been in the Financial Services industry for over 30 years. Jeff provides the vision and direction for Gwynedd. In addition, Jeff is responsible for leading the Investment Strategy for the firm. He works directly with our clients to formulate the appropriate strategy to meet their objectives.
Jeff started his career as a Financial Analyst and Investment Advisor. Citicorp hired him in the late 1980’s to become part of the initial management team tasked with building Citi’s Bank Investment offering in the New York metropolitan area. At Citi, Jeff was Vice President and Investment Director. He went on to work with SEI Investments and J.P. Morgan Investment Management and has over 17 years of experience in Institutional Money Management. Jeff has successfully helped financial institutions throughout the country develop investment programs for their High Net Worth clients.
Prior to founding Gwynedd, Jeff was the Senior Vice President and Senior Director for Client Account Management for PNC Managed Investments. At PNC, he was responsible for several divisions within the firm including the management of all institutional client accounts representing over $100 Billion in assets. Jeff has a deep understanding of the money management field from both the Individual client and Institutional investor perspective, which provides a unique advantage for Gwynedd’s clients.
Jeff is a member of the Board of Directors for the Montgomery County, PA Bar Foundation and is Chair of the Foundations Fundraising Committee and is a member of its’ Finance Committee. As a Board Member, Jeff is responsible for the investment and deployment of the foundation’s assets. Jeff maintains the series 65 license and has a B.S.B.A. in Finance from the University of Denver.