As Chief Experience Officer, Managing Partner of NewEdge Advisors, Jeff oversees the Advisor Solutions division, where he is directly responsible for advisor advocacy, technology, marketing, and community-building events. Additionally, as an executive leadership team member, Jeff helps guide the firm’s strategy for corporate development, advisor experience, and digital transformation.
Jeff has over 20 years of experience in the financial services industry. Before Joining NewEdge Advisors, Jeff was a Vice President at LPL Financial for 13 years focusing on business consulting and practice management for top-producing independent advisors. He graduated Cum Laude from the University of Massachusetts-Amherst with a Bachelor of Science degree. He also maintains his Series 7 and 63 licenses.
Originally from Andover, Massachusetts, Jeff now resides in Carlsbad, California, with his wife Erin and their young son, Theo. Jeff enjoys hiking, skiing, photography, rooting for his hometown Boston sports teams, and spending time in the mountains at their family cottage in Idyllwild, CA.