Senior VP of Financial Counseling
Jeff is a Senior Vice President of Financial Counseling at Graypoint LLC. Jeff joined Graypoint in August of 2021 after being employed by Ayco, a Goldman Sachs Company, for 14 years. Jeff was Vice President of Ayco Executive Financial Management at the time of his departure, providing tax, investment, estate and financial planning advice to high net worth clients. Jeff earned a Bachelor of Science in Business Administration and a minor in Economics from Saint Michael’s College in 2007 and an MBA with a concentration in Finance from the University at Albany in 2010.