Archives: Teams

  • The Sky Blue Investment Group

    The Sky Blue Investment Group

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

  • The Betances/Smit Group

    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 Schiciano-Rinkov Team

    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 Platt Team

    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 Morgan McLanahan Team

    The Morgan McLanahan Team

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

  • The Milititsky-Estefano Team

    The Milititsky-Estefano Team

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

  • The Hyde Team

    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 Hall Team

    The Hall Team

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

  • The Fisher Group

    The Fisher Group

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

  • The Fals-Gelman Team

    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 Durkin Team

    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.

  • Team Constant

    Team Constant

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