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.
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Send EmailEdward Durkin is a Managing Director of Jefferies Private Wealth Management in Los Angeles. Prior to Jefferies, Ed was senior vice president of investments at Merrill Lynch and was with the firm for 20 years. He began his career on the equity options floor of the Philadelphia stock exchange. […]
Edward Durkin
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 EmailGregory Cho is an Assistant Vice President for Jefferies Private Wealth Management Group where he focuses on management of client accounts and analysis of portfolio managers. Greg joined Jefferies in Los Angeles in 2017 with over 18 years of industry experience. Prior to joining Jefferies, Greg was an intern at Merrill Lynch while majoring in […]
Gregory Cho
Assistant Vice President
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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
With over 25 years of experience, our team works closely with an exceptional clientele of high-net worth families, executives, entrepreneurs, private equity investors and others to develop wealth and investment management strategies. We then identify investment opportunities to help them protect and grow their assets, reach their objectives and address the many other complex challenges of managing significant wealth in today’s everchanging environment. Once we develop your strategy and coordinate implementation, we follow a rigorous process of review and refinement.