About
Services
Articles by Jeff
Activity
3K followers
-
Jeff Spears shared thisBetterment Acquires Ellevest's Automated Investing BusinessBetterment Acquires Ellevest's Automated Investing Business
-
Jeff Spears shared thisJanney Opens Branch Office in Chicago, Welcomes Ned Kennedy as Complex DirectorJanney Opens Branch Office in Chicago, Welcomes Ned Kennedy as Complex Director
-
Jeff Spears shared this“Meteoric Rise” In Family Offices Expected by 2030: Report“Meteoric Rise” In Family Offices Expected by 2030: Report
-
Jeff Spears shared thisHe was correct beforeWelcome to the Jungle: Mark Hurley Says the Party’s Over For Wealth ManagementWelcome to the Jungle: Mark Hurley Says the Party’s Over For Wealth Management
-
Jeff Spears shared thisFINALLYWhat the Golden Gate Is (Finally) Doing About Suicides (Published 2023)What the Golden Gate Is (Finally) Doing About Suicides (Published 2023)
-
Jeff Spears shared thisSmile doesn’t apply to mugshots
-
Jeff Spears liked thisNice to see our team recognized for the good work they do for our client families.Jeff Spears liked thisWe are thrilled that AlTi Tiedemann Global has again been named one of Barron's Top 100 RIA Firms and is ranked in the top 5 in the category for firms with the largest median client size. The ranking recognizes firms for excellence across a range of key criteria, including quality of practice, growth, succession planning, and client retention. To view the full list, visit https://lnkd.in/evcPfj3H To learn more about AlTi, visit https://alti-global.com/
-
Jeff Spears liked thisJeff Spears liked thishttps://bit.ly/45SVVFj Let the custodial battles begin! Vanguard wants a piece of the $10 trillion market. "Combining Altruist’s tech with Vanguard’s funding means Charles Schwab and Fidelity Investments need to take this deal seriously.” And is Altruist now in a position “to become the de facto platform of choice for advisors using very popular Vanguard funds?” Salim Ramji Jason Wenk Marty Bicknell Omani Carson Tim Welsh, Michael Kitces Tom Orecchio, Alois Pirker Joel Bruckenstein Kyle Moore, Andrew Besheer J.D. Bruce Tom Burroughes Family Wealth Report #RIA #custodians
-
Jeff Spears reacted on thisJeff Spears reacted on thisI’m excited to share that last week I completed my time as a Summer Investment Banking Analyst with E.F. Hutton & Co.This summer gave me the opportunity to gain hands-on experience across the banking industry while getting to work alongside professionals at every level of the firm. Some highlights from my internship included: - Researching and contacting micro-cap public companies and institutional investors to support capital raising initiatives. - Building and maintaining outreach trackers to organize investor targeting, company research, and relationship management. - Assisting with the preparation of pitch books, presentations, and other client-facing materials. - Participating in a plethora of different types of calls, taking notes and gaining firsthand exposure to client, investor and legal interactions. I’m incredibly grateful to Joseph T. Rallo and the entire E.F. Hutton team for sharing decades of industry knowledge and truly taking the time to involve me in meaningful work. This experience strengthened both my technical and professional skills, and has left me excited to return to Columbia, SC to start my Junior Year!
-
Jeff Spears liked thisJeff Spears liked thisAs AI reshapes the technology landscape, investor expectations have never been higher. On Bloomberg Surveillance, Citizens' Mark Lehmann discusses the factors driving uncertainty around tech stocks and what investors are watching as earnings season continues to unfold. Watch the discussion: https://spr.ly/6049BEFAef
-
Jeff Spears liked thisJeff Spears liked thisI'm excited to share that I have joined Moneta as the Director of Strategic Growth Initiatives. Moneta's client-first approach, collaborative culture, and commitment to professional growth made this an incredible opportunity. I'm honored to be part of a firm whose purpose is to empower people to navigate life's path and protect what they cherish. Looking forward to growing in this next chapter and learning from all of the talented individuals across the firm! Thank you Eric Kittner, Keith Bowles. Looking forward to contributing to the success of Moneta!
-
Jeff Spears liked thisJeff Spears liked thishttps://bit.ly/4eBtIqB Investors withdrew a staggering $1.8 billion from the 10 largest direct lending funds, triggering the asset classes’ first real liquidity test since gaining widespread popularity. “Knowing the true economic cost of owning these funds is still hard to do.” Morningstar Blackstone Cliffwater Blue Owl Capital Ares Management KKR Apollo Global Management, Inc. BlackRock Vanguard Tom Burroughes Family Wealth Report #MICUS #privatemarkets #semiliquidfunds #privatecredit
-
Jeff Spears reacted on thisJeff Spears reacted on thisAbout a year ago, I decided to build something of my own. After years in journalism, I found myself craving more creative freedom. Freedom to explore ideas more deeply, collaborate with interesting people, and tell stories that didn't always fit neatly within traditional media formats. That's ultimately why I launched Wealth Reimagined. What started as an idea has become a platform for conversations about wealth, leadership, family, travel, wellness and the people behind it all. Along the way, I've had the privilege of meeting incredible entrepreneurs, advisors, creators and families who continue to challenge and inspire my thinking. I recently reflected on that leap, what I've learned, what surprised me, and why betting on yourself is both terrifying and rewarding. 📖 Read the article: https://lnkd.in/gj8DwWXa And if you'd like to follow along, I'd love to have you join the free Wealth Reimagined Digital Edit on Substack. New interviews, ideas and discoveries land in your inbox once a month. 💌 Subscribe to the Digital Edit: https://lnkd.in/gdZC9rp4
Experience & Education
Volunteer Experience
-
Board Member
The A.C.T. Conservatory
- Present 16 years 6 months
Arts and Culture
Board Member serving on the Finance and Trustees committees
Publications
-
The Wealth Consigliere
Blog
See publicationThe Wealth Consigliere endeavors to be a trusted friend and confidant of investors and wealth advisors.
Projects
-
Sanctuary White Paper - The Illusory Recruiting Check
-
See projectThe white papers prepared for Sanctuary's Thought Leaders Series focus on key issues facing the wealth management business.
Honors & Awards
-
Best Private Wealth Manager Under $5 Billion
Private Asset Management
Languages
-
English
-
Recommendations received
2 people have recommended Jeff
Join now to viewOther similar profiles
Explore more posts
-
Patti Barron-Chenoweth
The timing for TXSE could not be more opportune. The article’s fourth paragraph succinctly captures the core rationale behind TXSE’s launch and highlights the compelling opportunities it presents for investors. By fostering greater competition, enhancing liquidity, and supporting more IPOs, TXSE is poised to reshape the investment landscape and offer new avenues for growth.
-
Vincent Manning
Looking forward to this discussion at Pensions & Investments’ DC East Conference. Our CIO Scott Graham, CFA will be joining industry leaders to discuss the “New Age of Alts” and the evolving role private markets can play in retirement portfolios. As plan sponsors, advisors, and asset managers continue exploring new ways to diversify defined contribution lineups, thoughtful dialogue around structure, fiduciary considerations, and long-term outcomes has never been more important. At Global Trust Company, we’re excited to help advance this conversation and continue building solutions that thoughtfully bring private markets into DC plans. #PrivateMarkets #CITs #InnovatingwithPurpose
-
Theresa Kumar
Valuation-driven gains may be behind us, but that does not mean the equity bull market is over. Wells Fargo Investment Institute examines how strong earnings growth and artificial intelligence-related investment continue to provide a foundation for stock market returns even as valuation multiples normalize.
Explore top content on LinkedIn
Find curated posts and insights for relevant topics all in one place.
View top content