Mr. Jeffrey St. Mary serves as Managing Partner, Wealth Advisor at Prio Wealth. He has proudly been a trusted advisor to multi-generational families and small institutions for close to 25 years. He relies on his knowledge and experience to provide thoughtful and dynamic investment and wealth advisory solutions appropriate for his client's financial and investment goals. He joined Prio Wealth in 2007 and is a Managing Partner of the firm. He also leads Prio's Operations & Compliance and Marketing Committees. Prior to joining Prio Wealth, he was Vice President and Portfolio Manager at Lehman Brothers overseeing private client relationships. He began his career at Harbor Capital Manageme