Jeff is Senior Vice President and serves on the investment committee of Corbett Road Investment Management. Jeff has over 21 years of experience in financial services. Prior to joining Corbett Road, Jeff spent the last 17 years at Charles Schwab & Co., as VP/Branch Manager overseeing several branch locations in Maryland and Virginia with branch assets of $6.5 Billion. As a branch manager Jeff was responsible for branch P&L, compliance, sales revenue growth, oversight of investment recommendations and financial planning delivery for his teams. Jeff spent his early years in the industry with T. Rowe Price Associates and Legg Mason Wood Walker in Baltimore, Maryland. Jeff holds the FINRA Series 7,9,10,63,65 licenses, AAMS® designation and is a CIMA candidate.