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.
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Send EmailGeoff 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. […]
Geoffrey C. Schiciano
Managing Director
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Send EmailJoshua 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. […]
Joshua D. Rinkov
Managing Director
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Send EmailLiza 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. […]
Liza Blundell
Assistant Vice President
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Send EmailPatrick Walker is a Senior Sales Associate 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 […]
Patrick Walker
Associate
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Send EmailSam 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 […]
Samuel Brick
Analyst
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Send EmailStefano Dolomas is an Analyst for Jefferies Private Wealth Management Group in Chicago where he provides research, due diligence and oversight of investments and strategies. Prior to joining Jefferies, Stefano worked for a single family office, Sawdust Investment Management Corporation, as an investment analyst where he focused on all asset classes […]
Stefano Dolomas
Analyst
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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 100 years of combined industry experience, the Chicago-based Corporate Executive Services team lead by Geoff Schiciano and Josh Rinkov focuses on serving the unique needs of high-net-worth public and private company corporate executives, entrepreneurs and their families by providing them with institutional access to all of the global resources and capabilities of Jefferies.