Jeff is Vice President, Private Advisor and Team Head of Wealth Planning with Adapt Partners. He joined Rockefeller Global Family Office in 2021, and leads the wealth planning efforts for Adapt Partners, a team of Private Advisors based out of the San Antonio, Texas office. Prior to joining Rockefeller he had successful careers at both UBS and Merrill Lynch from 2004 through 2021. Jeff has over 20 years of experience providing investment management and financial advice to high-net-worth clients. Jeff graduated with a Bachelors of Arts from the University of Washington in Seattle, and has earned the CERTIFIED FINANCIAL PLANNER designation from the Glasscock School of Continuing Studies at Rice University in Houston, Texas. Jeff is involved in various service opportunities in his community, and loves to spend time coaching Little League baseball and softball. Jeff previously served as President of the Young Members Board of the Rotary of San Antonio, one of the world’s largest Rotary clubs. He holds Series 7, 63, 65 and 66 licenses and is state licensed for life and health insurance. He lives in Bainbridge Island, Washington with his wife and three children.
Adapt Partners was named to Forbes Best-In-State Top Wealth Management Teams list for 2024.
The Forbes Best-In-State Top Teams rankings discussed above were designated in January 2024 and last for a period of one year until new rankings are released. Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.