Jeffrey is a founding member of The Summa Group of Oppenheimer & Co. Inc. (“Oppenheimer”). Jeffrey is keenly sensitive to the complex needs and desires of wealthy families and as such, has recommended and implemented investment strategies intended to help clients “win by not losing” capital.
Jeffrey and the team at The Summa Group serve affluent families in both the public and private sector. Jeffrey serves as the group’s CEO, overseeing the research team, the highly skilled administrative staff and The Summa Group’s service platform, which is critical to the success of the business. Additionally, Jeffrey oversees the asset management services for charitable entities, divorcees and widows, and works closely with some of the top tax and legal professionals who serve the business, athletic and entertainment communities.
He began his career with Shearson Lehman Brothers and has been a Managing Director within the Private Client Group at Oppenheimer since 1992. Jeffrey has been an Oppenheimer Asset Management Inc.’s Roundtable member for the past 20 years and is a member of the Firm’s Chairman’s Council which recognizes the top 40 advisors nationwide.
In 1998, he completed the Certified Investment Management Program at The Wharton School of Business in Pennsylvania and received the Certified Investment Management Analyst® (CIMA®) designation from the Investment Management Consultants Association (IMCA). Jeffrey graduated from San Diego State University in1985 with a Bachelor of Science degree in Business Administration with an emphasis in Accounting.
Forbes, Barron’s, Research Magazine, and Los Angeles Magazine have recognized Jeffrey and his team in their annual top advisor rankings for the quality and success of the practice, client retention and business growth.
Jeffrey is someone who gives, and cares deeply about serving others and he is a co-founder of The Summa Children’s Foundation. Jeffrey and his wife Kimberly live in Calabasas and are the proud parents of four daughters, Nicole, Sydney, Macy and Lexy. He enjoys spending quality time with his family, traveling, playing golf, mountain biking and attending a variety of sporting events.