David Betances
David Betances
Senior Vice President
About
David Betances is a Senior Vice President for Jefferies Private Wealth Management and is fully licensed, holding both Series 7 and 66. Prior to Jefferies, David was a Senior Registered Client Associate at Wells Fargo Advisors. David received his Master of Science in Finance from Florida International University and prior studies at the John Molson School of Business Concordia University in Montreal, Canada. David has been President for several charities and organization helping unprivileged children in the Dominican Republic.
David Betances is a Senior Vice President for Jefferies Private Wealth Management and is fully licensed, holding both Series 7 and 66.
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Gregory Fisher
Gregory Fisher
Managing Director
About
Gregory Fisher has served in the securities business for over 30 years and is a Managing Director at Jefferies Private Wealth Management. He joined Jefferies in 2015 as the Head of Emerging Markets Fixed Income Sales. Prior to joining Jefferies, Gregory worked at Oppenheimer & Co. Inc as a Managing Director where he was instrumental in the creation of a new Oppenheimer & Co. Inc branch, Atlanta International, within its main focus on the Caribbean and Central American businesses. Gregory was a Senior Managing Director at Bear Stearns & Co., prior to moving to Oppenheimer and was also in charge of Sales and Trading for firms in the Caribbean and Central America. He attended Bates College in Maine with a Bachelor of Arts in History.
Gregory Fisher has served in the securities business for over 30 years and is a Managing Director at Jefferies Private Wealth Management.
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Catherine Castaldo
Catherine Castaldo
Managing Director
About
Catherine Castaldo is a Managing Director for Jefferies Private Wealth Management Group and represents Jefferies global research, institutional, and retail clients which entails understanding the needs of these clients, setting up meetings with Jefferies’ analysts, arranging meetings with corporate executives and attending industry conferences. For those who are high-net-worth individuals, her focus is to relay important changes in investment strategy and research and help them to decide how to best implement that advice in their accounts. Catherine began her career as a broker at AG Becker and has since held senior roles at Wertheim/Schroders and Legg Mason prior to joining Jefferies. Catherine received a BA in Education and Philosophy from Saint Joseph’s College and an MBA from Baruch College, CUNY.
For those who are high-net-worth individuals, her focus is to relay important changes in investment strategy and research and help them to decide how to best implement that advice in their accounts.
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Leandro Milititsky
Leandro Milititsky
Managing Director
About
Leandro Milititsky is a Managing Director for Jefferies Private Wealth Management, has 20 years of experience in the industry and is a senior member for the wealth management Brazil team. Prior to Jefferies, Leandro was a private banker for Citigroup first covering Brazilian clients in Geneva then in Sao Paulo. After Citigroup, Leandro joined Merrill Lynch as a senior vice president in New York.
Leandro Milititsky is a Managing Director for Jefferies Private Wealth Management, has 20 years of experience in the industry and is a senior member for the wealth management Brazil team.
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Sean Newman
Sean Newman
Managing Director
About
Sean Newman is a Managing Director and Financial Advisor at Jefferies, a leading global, full-service investment banking and capital markets firm. In this capacity, he provides custom investment advisory solutions to wealth management clients, with an emphasis on alternative investments, structured products, and emerging market bonds. Prior to joining Jefferies, Sean was Chief Investment Officer for Sagicor Group, responsible for Group Treasury, Asset Management, & Investment Bank functions. Over the course of his more than 25 years of experience, Sean served as Senior Portfolio Manager for the Emerging Markets team at Invesco Fixed Income, Portfolio Manager covering Emerging Market Sovereign & Corporate Debt for GE Asset Management. Prior to moving into that role, he was a Research Analyst covering US & European IG & HY Fixed Income securities. He began his career as an Analyst at GE Capital through the Marketing Risk Leadership program. Sean holds an MBA from Howard University, and a BS in Management and Accounting from the University of the West Indies.
Sean Newman is a Managing Director and Financial Advisor at Jefferies, a leading global, full-service investment banking and capital markets firm. In this capacity, he provides custom investment advisory solutions to wealth management clients, with an emphasis on alternative investments, structured products, and emerging market bonds.
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Maricela Mejia
Maricela Mejia
Vice President
About
Maricela Mejia is a Vice President for Jefferies Private Wealth Management and focuses on operational and administrative functions for the team as well as supporting institutional trading. Prior to Jefferies, Maricela worked at Morgan Stanley for 13 years providing trading coverage for an institutional client base and then transitioned into wealth management risk/compliance focusing on risk oversight. Maricela attended Fordham University in New York where she received a BS in Finance and Economics.
Maricela Mejia is a Vice President for Jefferies Private Wealth Management and focuses on operational and administrative functions for the team as well as supporting institutional trading.
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John Smit
John Smit
Senior Vice President
About
John Smit, based in Miami, FL, joined Jefferies Wealth Management Group in 2015 and serves high-net-worth and small and midsized institutions in Latam and the US. Prior to joining Jefferies, John was an associate at Morgan Stanley PWM where he began his career and focused on Latam sales and trading and high-net-worth asset management. He holds a Bachelor’s of Science in Finance from the Florida State University College of Business and holds the Series 7, 66, and 3 licenses. John remains an active member of the community through mentorship of younger alumni of his high school alma mater.
He began his career focusing on operations and client services and now takes a more active role in idea generation, trading, and asset allocation to help clients reach their goals.
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Renato Estefano
Renato Estefano
Managing Director
About
Renato Estefano is a Managing Director for Jefferies Private Wealth Management and has 15 years of experience in the industry. He is a senior member of the wealth management Brazil team. Prior to Jefferies, Renato was a vice president for Citigroup, first covering Brazilian clients in Sao Paulo and then in New York. After Citigroup, Renato joined Merrill Lynch as a senior vice president in New York.
He is a senior member of the wealth management Brazil team.
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Josette D. Egan
Josette D. Egan
Managing Director
About
Josette D. Egan is a Managing Director for Jefferies Private Wealth Management and is a senior member of one of the top teams in New York. Josette is a 20-year veteran in the finance industry. Prior to Jefferies, Josette was a senior vice president at the Citi Private Bank. Josette managed the equities product at the Citi Private Bank and has extensive experience within the equities markets. She began her career as an equities sales trader and position trader for Salomon Smith Barney/Citigroup. Josette provides equity research and trading to middle market clients at Jefferies as well as assisting high-net-worth and family office clients to attain their investment objectives. Josette is a graduate of Penn State University.
Josette provides equity research and trading to middle market clients at Jefferies as well as assisting high-net-worth and family office clients to attain their investment objectives.
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