Jeff Henley

Director

“Listening to our clients is an important component of our investment philosophy. This allows us to truly tailor an investment strategy to a client’s needs and goals.”

  • 34 years of experience
  • Former Senior Vice President at major Wall Street firm with over 30 years of experience managing client assets for Capital Markets Group
  • Extensive experience in constructing investment strategies to help clients reach financial goals
  • If it has to do with the mountains, he’s there!