Jeff helps individuals and families achieve their financial goals, through thoughtful and meaningful wealth-planning advice. He draws from his diverse experience in the wealth management industry to offer clients confidence and peace of mind in their financial future. Jeff holds a long-standing passion for investing and the dynamics of financial markets in a career that began on Wall Street and spans more than 15 years. Prior to joining Bridge Advisory, Jeff was a Private Banker at J.P. Morgan where he managed assets for high-net-worth individuals. Jeff has also worked as a Portfolio Manager at City National Bank and in Institutional Sales & Trading at Maybank Kim Eng Securities. A native of