Jeff Rode, CFA, is a Partner / Sr. Wealth Advisor. Jeff has over 20 years’ experience working with high net worth individuals and non-profit organizations managing investment portfolios of individual stocks and bonds. Jeff works with the client to provide wealth management solutions by developing an appropriate investment policy incorporating asset allocation ranges taking into account risk, tax efficiency, income needs, estate planning, and charitable intent. Typical SBH relationships are individuals, families, and non-profits with investable asset ranging from $1 million - $25 million. Jeff has worked with clients investing large cash balances, rolling over IRAs, having concentrated hol