Description: We offer a complete range of financial services for the high net worth investor located in and around San Francisco, CA. We specialize in helping clients develop a comprehensive, investment strategy designed to address their unique needs and enabling them to pursue both short- and long-term objectives while navigating a complex market environment.
TWP Private Wealth Management is comprised of a stable and deep team, with 12 team members and five financial advisors who have worked together for more than 15 years. We’ve all seen multiple market cycles – from the 1987 crash, the Dot.com collapse, the Great Financial Crisis, and the 2020 pandemic. Through it all, we have worked together to help navigate these times for our clients. Each of our team members brings something unique to the table. We have a range of experience, including deep knowledge i
Managing Director
Jeffrey began his investment industry career in 1993, joined Thomas Weisel Partners (TWP) in 2001, and became a part of Stifel in 2012, subsequent to its acquisition of TWP. Prior to Stifel, he co-founded an online investment bank, Capital Engine. Jeffrey focuses on the process of wealth management by using three main steps. First, he uses tax and estate analysis to build the foundation of a relationship. Next, he uses tactical execution, typically the divestment of concentrated, public equity holding.