Our Advisors

At Jefferies, our focus is our clients.

Our tenured advisors have the experience and sophistication to leverage the very best of our unique registered investment advisory services with the global institutional brokerage and investment banking capabilities of Jefferies.

Meet Our Teams

  • Castaldo-Egan Team

    We utilize our combined 50+ years of investment knowledge and experience to provide a comprehensive financial/investment plan to suit the needs of the individual client.

  • Team Constant

    Each client relationship is unique, and we bring our core expertise to assist our clients to achieve their financial objectives.

  • The Betances/Smit Group

    Our focus to help clients achieve their unique goals and feel confident and connected about their financial future is at the core of our business. We offer bespoke advice, product, and strategy to be a best-in-class partner.

  • The Brabant-Wood-Pirrello Team

    We are intimately familiar with the challenges of managing wealth and believe financial advice is about having a unique plan that is customized to reflect your goals beyond just finances.

  • The Durkin Team

    Personalized service you would expect from a small wealth management boutique while backed by the global resources of Jefferies Financial Group. Jefferies is a diversified financial services company engaged in investment banking, capital markets, asset management, and direct investing.

  • The Fals-Gelman Team

    We leverage our asset management, trading, research, investment banking, and special situations divisions to provide unique strategies and intuitive insights for our clients’ personalized investment needs.

  • The Fisher Group

    We are a well-known and recognized service provider displaying consistent excellence in dealing with the local financial communities.

  • The Hall Team

    Our focus is highly customized, specific investment and advisory solutions for executives and entrepreneurs.

  • The Hyde Team

    An average day for Mike and Gina can involve large trades in stocks of Boston area companies they have serviced for many years since IPO, handling distributions from private equity funds, reallocating by asset class for their core clients, or planning needs for their retirement accounts.

  • The Milititsky-Estefano Team

    Experience the benefits of an experienced team and a truly client-focused open platform at Jefferies.

  • The Morgan McLanahan Team

    We seek to help clients navigate complexities of wealth management and deliver personalized solutions. 

  • The Platt Team

    We understand the unique needs of ultra-high-net-worth clients and are well-prepared to help them protect the wealth they have created while generating income.

  • The Schiciano-Rinkov Team

    We focus on serving the unique needs of high-net-worth public and private companies, corporate executives, entrepreneurs and their families by providing them with institutional access to the full spectrum of global resources.

  • The Sky Blue Investment Group

    It is our daily habit to go the extra mile, making your success our priority.

Not finding who you’re looking for?

See a full list of our advisors.

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