Kristopher Giordano
Kristopher Giordano
Associate
About
Kris is a member of one of the firm’s top wealth management teams. Prior to Jefferies, Kris worked at HSBC Private Bank where he was a Lifecycle Management Analyst. At Jefferies, he focuses on all operational and administrative functions for the team, as well as supporting our institutional trading. Kris graduated with a B.S. in Finance from Providence College.
Kris focuses on all operational and administrative functions for the team, as well as supporting our institutional trading desk.
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Caroline Ramirez
Caroline Ramirez
Associate
About
Caroline is a member of one of the firm’s top wealth management teams. She oversees financial planning, cash flow modeling, manager selection, and portfolio construction and analysis for our clients. Prior to joining Jefferies Wealth Management, Caroline worked at Hall Capital Partners as a Portfolio Management Analyst, where she focused on analytical and administrative responsibilities for ultra-high-net-worth families and institutions. She graduated from the University of Scranton with a B.S. in Economics.
Caroline oversees all financial planning, cash flow modeling, manager selection, and portfolio construction and analysis for our clients.
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Max Cheng
Max Cheng
Assistant Vice President
About
Max Cheng is an Assistant Vice President of Jefferies Private Wealth Management. Prior to joining Jefferies, Max was with Legg Mason and Wertheim Schroder in the institutional sales and private investors group. He has a BA from SUNY at Stony Brook.
Max Cheng is an Assistant Vice President of Jefferies Private Wealth Management.
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Kristian Linnet
Kristian Linnet
Vice President
About
Kristian Linnet is a Vice President for Jefferies Private Wealth Management and is a senior member of the wealth management Brazil team. Prior to Jefferies, Kristian was a senior client associate for Merrill Lynch working in the wealth management compliance department. In 2008, Kristian joined Leandro Milititsky and Renato Estefano at Merrill Lynch as a senior financial analyst covering Brazilian clients.
Kristian Linnet is a Vice President for Jefferies Private Wealth Management and is a senior member of the wealth management Brazil team.
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Barbara Goethe
Barbara Goethe
Associate
About
Barbara Goethe is a Sales Associate for Jefferies Private Wealth Management Group. She provides operational support to a team of Advisors dedicated to international clients, with focus in Brazil. Prior to joining Jefferies, Barbara worked as a Client Associate for Merrill Lynch Wealth Management and earlier, a Senior Client Associate for JP Morgan Private Banking working with high-net-worth clients from Brazil. Barbara received a Master’s Degree in Economics from the New School in New York City, and a Bachelor’s Degree in Economics from University of Campinas in Sao Paulo, Brazil. Barbara holds a Series 7 and 63 FINRA license.
Barbara provides operational support to a team of Advisors dedicated to international clients, with focus in Brazil.
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Kristin Venne
Kristin Venne
Assistant Vice President
About
Kristin Venne is an Assistant Vice President for Jefferies Private Wealth Management. Prior to joining Jefferies, Kristin was an associate at Deutsche Bank Wealth Management. Kristin received her bachelor’s degree from Sacred Heart University in Connecticut.
Kristin Venne is an Assistant Vice President for Jefferies Private Wealth Management.
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Chris Buckman
Chris Buckman
Associate
About
Chris is an Associate in the Wealth Management Group at Jefferies LLC and is responsible for all administrative and operational activities for the Constant Team. Chris has experience in Corporate Services, specifically as it relates to 10b5-1 plans and Stock Options. Prior to joining Jefferies, Chris worked at Paulson Investment in New York. Chris received a B.S. from Sacred Heart University in 2015 and a Masters Degree of Finance from New Jersey City University in 2017.
Chris is an Associate in the Wealth Management Group at Jefferies LLC and is responsible for all administrative and operational activities for the Constant Team.
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Geoffrey C. Schiciano
Geoffrey C. Schiciano
Managing Director
About
Geoff Schiciano is a Managing Director with Jefferies Wealth Management Group in Chicago. In this role, he helps lead the corporate and executive services practice – providing fully integrated wealth solutions focused on client tax, estate, risk, and investment management needs, and ensuring access to the full global resources of Jefferies investment bank. Geoff has more than 25 years of experience providing custom wealth solutions, the vast majority of which have been spent working in conjunction with his business partner, Josh Rinkov. Prior to joining Jefferies, he served as a Director of Private Banking at Credit Suisse, and Vice President in the Investment Management and Venture Services group at Lehman Brothers. Geoff graduated with a bachelor’s in diplomacy and foreign affairs from Miami University in Oxford, Ohio. An active member of his community, Geoff has served as board member of Cranbrook Kingswood Schools’ Board of Governors; and held several positions with the Cranbrook Educational Community Board of trustees including board member, chair of the Finance Committee, member of the Executive Committee, trustee and co-chair of the Advancement Committee, and member of the Investment Committee. He has also served as a corporate member on the Council of Foreign Affairs, and Guild Board member for the Chicago Lyric Opera.
With over 30 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.
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Joshua D. Rinkov
Joshua D. Rinkov
Managing Director
About
Joshua Rinkov is a Managing Director with Jefferies Wealth Management Group in Chicago. In this role, he helps lead the corporate and executive services practice – providing fully integrated wealth management solutions focusing on clients’ tax, estate, risk, and investment management needs, while helping them leverage the global resources of the investment bank. Josh has more than 25 years of industry experience working with high-net-worth entrepreneurs and their families – the majority of which have been spent working in conjunction with his business partner, Geoff Schiciano. Prior to joining Jefferies, Josh served as Director of Private Banking at Credit Suisse; and before that, 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, and holds his Certified Exit Planning Advisor (CEPA) certificate. Josh lives in the Chicago suburbs with his wife and three children.
With over 25 years of industry experience working with high-net-worth entrepreneurs and their families, Josh and his business partner, Geoff Schiciano, have worked together since 2000.
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