Jeff spent the first 12 years of his professional career in sales and brand management at SC Johnson and Bausch & Lomb. In 1993, he began his financial services career as a portfolio manager before moving to Paine Webber, and subsequently UBS Financial Services. In 2004, Jeff merged his business with Dick Burridge, Jr. and the team that went on to form RMB Capital the following year. Jeff’s enthusiastic support for the transition to an independent platform was based on the belief that he would be able to deliver a deeper and more flexible array of services to his clientele. His responsibilities at RMB have included senior advisor, director of wealth management and, currently, managing