CFP, Portfolio Manager
Jeffrey is a Portfolio Manager and Certified Financial Planner who crafts comprehensive financial plans and investment strategies for his clients. Jeffrey joined Scholtz & Company in August of 2020. He specializes in holistic financial planning as well as managing his clients’ portfolios to meet their short-term and long-term goals.
Prior to Scholtz and Company, Jeffrey worked at First County Advisors as a Trust & Investment Officer for four years. He began his career in financial services as a Financial Planner and Investment Advisor Representative at Barnum Financial Group, an office of MetLife, in 2009.
Jeffrey holds a B.A. in Economics and Political Science from the University of Connecticut. He has been a Certified Financial Planner since 2017.
Jeffrey resides with his wife and daughter in Fairfield, CT, and enjoys traveling, cooking and water sports.