Our focus is highly customized, specific investment and advisory solutions for executives and entrepreneurs.
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Send EmailScott Hall is a Managing Director for Jefferies Private Wealth Management Group in Chicago bringing more than 15 years of finance and investment experience to ultra-high-net-worth clients throughout the Midwest. Scott helps lead our corporate and executive services practice, focused on business owners and executives and their unique needs around hedging, monetization and planning of stock options and restricted status. […]
Scott Hall
Managing Director
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Send EmailRobert Mulcahy is an Assistant Vice President of Jefferies Private Wealth Management. He has been working with ultra-wealthy clients since earning his Bachelor of Arts in Finance from the University of Iowa. Prior to joining Jefferies, he led operations and portfolio oversight as a client services director for a high-net-worth team at Northwestern […]
Rob Mulcahy
Assistant Vice President
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Send EmailPatrick joined Jefferies after five years with Interactive Brokers, serving in roles that include Client On-Boarding Specialist, Client Relationship Representative and most recently as a Financial Advisor Services Representative. In this capacity, he provided critical support for Interactive Brokers largest advisors and clients representing more than 20% of […]
Patrick Buckley
Associate
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Send EmailSneh Raghu is an Associate for Jefferies Private Wealth Management supporting The Hall Team. He joined with several years of business management and investment industry experience in Wealth Management. Prior to Jefferies, Sneh was a Financial Advisor with Merrill Lynch developing and managing his own book of clients. […]
Sneh Raghu
Associate
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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
Our Client-First Approach
Scott and his team led by his Wealth Strategy Partner, Michael Ross, and their Associates, Patrick and Rob, bring together more than 40 years of financial experience spanning multiple leading firms in the industry. Our focus is highly customized, specific investment and advisory solutions for executives and entrepreneurs. Leveraging Jefferies’ leading institutional brokerage platform, we also provide prime services and execution for family offices, foundations and venture / private equity firms. We are fiercely independent in our advice and investment selection and truly believe no one approach or portfolio fits any given client. No two clients are the same. Whether the need be lending, trading, full advisory, alternatives or planning, we bring the full tool kit Jefferies provides. We work closely with our Wealth Strategist, Michael Ross, on developing multi-generational wealth plans, charitable giving, risk and insurance programs to guide clients through the complexities of wealth.