Each client relationship is unique, and we bring our core expertise to assist our clients to achieve their financial objectives.
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Send EmailBob is a Managing Director in the Wealth Management Group at Jefferies LLC. He is also one of the Founding Partners of the Jefferies Israel practice that was started in 2012. He has broad international cross-border experience in Wealth Management. Bob has over three decades of experience working with high-net-worth individuals, corporations, and venture capitalists worldwide. […]
Robert L. Constant
Managing Director
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Send EmailWendy Pan is a Vice President on the Investment Advisory team at Jefferies Wealth Management. She conducts investment research on both public and private investment managers on behalf of the firm. Prior to joining Jefferies, Wendy was a Director of Private Investments Research at Segal Marco Advisors, a pension consulting firm, where she […]
Wendy Pan
Vice President
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Send EmailChris is an Associate in the Wealth Management Group at Jefferies LLC and is responsible for all administrative and operational activities for the Constant Team. Chris has experience in Corporate Services, specifically as it relates to 10b5-1 plans and Stock Options. Prior to joining Jefferies, Chris worked at Paulson Investment in New York. […]
Chris Buckman
Associate
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Send EmailLaurie is the Global Head of Investment and Wealth Solutions at Jefferies Wealth Management. Prior to joining Jefferies, Laurie spent over 12 years at Bank of America Merrill Lynch as the Head of Equity Long/Short Hedge Fund Research, overseeing equity hedge fund and liquid alternatives third party assets for a $50bn plus alternatives platform. […]
Laurie Goodman
Managing Director – Global Head of Investment and Wealth Solutions
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Send EmailMichael Ross is a Managing Director for Jefferies Private Wealth Management Group and is Head of Estate, Tax, and Financial Planning. Prior to joining Jefferies, Michael was the founding member of a multi-family office serving ultra-high-net-worth families. Previously, he was with Wilmington Trust, in charge of financial planning and managing complex trust relationships. […]
Michael Ross
Managing Director
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Send EmailBrian DiGregorio is a Senior Vice President for Jefferies Private Wealth Management in New York where he manages the implementation and execution of the 10b5-1 selling plans established for Jefferies Wealth Management clients. Prior to joining Jefferies in 2006, Brian was an Associate on the management team within the private banking division of Credit Suisse. […]
Brian DiGregorio
Senior Vice President
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Send EmailLiz Fell is a member of the Jefferies Private Wealth Management Group where she provides strategic execution of fixed income portfolios for clients. Prior to joining Jefferies in 2013, Liz was a member of Barclays wealth asset allocation team. In addition to creating asset allocations, she refined recommendations for US clients, including security selection and duration targets. […]
Elizabeth A. Fell
Senior Vice President
Our Client-First Approach
Team Constant is comprised of Wealth Management professionals in Equities, Fixed Income, Wealth Solutions, and Corporate Services. Each client relationship is unique, and we bring our core expertise to assist our clients to achieve their financial objectives. We believe in a comprehensive approach to wealth management and provide guidance once we understand the client’s risk tolerance. We work closely with Investment Banking to assist our corporate clients with their potential equity capital market needs.