Geoff Schiciano is a Managing Director for Jefferies Private Wealth Management Group in Chicago and helps lead the corporate and executive services practice. With over 25 years of industry experience working with high-net-worth entrepreneurs and their families, Geoff and his business partner, Josh Rinkov, have worked together since 2000. […]

Joshua is a Managing Director for Jefferies Corporate and Executive Services Private Wealth Management Group in Chicago and helps lead the Corporate and Executive practice. With over 20 years of industry experience working with high-net-worth entrepreneurs and their families, Josh and his partner, Geoff Schiciano have worked together since 2000. As financial advisors, they provide fully integrated wealth management solutions focusing on their clients’ tax, estate, risk, and investment management needs while helping them leverage the global resources of Jefferies’ Investment Banking. Prior to joining Jefferies, Josh was a Director of Private Banking at Credit Suisse and a Vice President in the Investment Management and Venture Services Group at Lehman Brothers. Josh graduated with a Bachelor of Arts in Communications from The University of Kansas. Josh lives in the Chicago suburbs with his wife and three children.

Liza Blundell is a Assistant Vice President for Jefferies Private Wealth Management Group in Chicago where she focuses on fixed income trading and administrative functions for the team, including tax documentation management. She brings nineteen years of industry experience working in Wealth Management and Institutional Sales. […]

Patrick Walker is an Assistant Vice President for Jefferies Private Wealth Management Group in Chicago where he focuses on client onboarding, client service and operational functions for the team. He brings seven years of industry experience working in Wealth Management. Prior to joining the team at Jefferies, Patrick was a Client Service […]

Stefano Dolomas is an Assistant Vice President for Jefferies Private Wealth Management Group in Chicago where he provides public and private investment research, due diligence/oversight, and handles all institutional trade execution. Prior to joining Jefferies, Stefano worked on the investment team at a single family office, Sawdust Investment Management (CDW Family Office), focused on all asset classes […]

Sam Brick is an Analyst for Jefferies Private Wealth Management Group in Chicago where he assists in managing the team’s relationships, analyzing client data to develop custom asset allocation proposals, and facilitates investment trades. Prior to joining Jefferies, Sam worked for JPMorgan Asset Management, where he served as a Client Service […]