Bio

Jeff works closely with families, foundations, and endowments to help ensure that their assets are preserved and that they are provided the best opportunities to accumulate wealth. The group works with individual and institutional investors as well as family offices representing approximately $6 billion in assets. He formerly served as a board member for several Indianapolis community organizations, including Trust of Park Tudor School, the Indianapolis Marion-County Public Library Foundation, and the Jewish Federation. Jeff is also a former member of the American, Indiana, and Indianapolis Bar Associations and was an appointee of the Marion County Judicial Nominating Committee.