As a Managing Director, Jeff leads the Moster McCormick Norwood team within the Private Wealth Management Group of UBS. Jeff and his team provide comprehensive, consultative, investment planning and wealth management services to ultra-high net worth clients. With over 20 years of financial experience, Jeff prides himself in being able to convey complex market and economic issues in terms individual investors can relate to and understand.
Jeff has been recognized nationally as one of the "Top 1,200 Financial Advisors" by Barron's in 2015 and is a member of the UBS Pinnacle's Council. Jeff joined UBS in 2015 from Credit Suisse's Private Banking Group. At Credit Suisse, Jeff was a Director and Relationship Manager who provided investment expertise and planning services to affluent clients and multi-generational family offices. Prior to Credit Suisse, Jeff worked at Lehman Brothers in the Private Client Group where he specialized in estate planning, municipal fixed income, equities and alternative investments.
Jeff's professional credentials include the Chartered Financial Analyst (CFA®) designation from the CFA Institute. He received his Master of Business Administration (MBA) from Southern Methodist University in Dallas, TX. He was a Deans List Graduate of Indiana University-Bloomington with a BS in Finance.
Jeff and his wife Chrysa have three children and live in Chicago IL. His outside interests include basketball, beach volleyball and periodically performing in a "dad's band" for various events. He participates in the Union League Club's race relations community outreach, is a supporter of the Chicago Children's Choir and is a member and past President of the Springboard Foundation, an organization that takes a "hands on" approach to helping nonprofit after school programming for at risk Chicago youth in underserved communities.
Registered States:
AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, MA, MN, MO, NC, NJ, NV, NY, OH, SC, TN, TX, UT, VA, WI