Jeff is a Principal and Founder and serves clients as a Wealth Advisor. He is a member of the firm’s Executive Committee and Wealth Advisory Committee. Prior to founding Vigilant, Jeff was a Vice President of Fleet Private Clients Group, where he worked exclusively with high-net-worth clients. Previously, he was an attorney at Preti, Flaherty, Beliveau & Pachios in Portland, Maine. He is a graduate of Chase Manhattan Bank’s Management Training Program. Jeff is a former board member of the Maine Chapter of the March of Dimes and the Falmouth Little League. Jeff earned his J.D. from the University of Maine School of Law and an A.B. in English from Dartmouth College. He graduated from Ph
Jeff Carlisle
Founder & Principal
Vigilant Wealth Management
United States, Maine, Portland
About Me
Profile Information
Founder & Principal
Vigilant Wealth Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Portland
Maine
United States
Jul 30, 2024
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