Liza Blundell
Liza Blundell
Assistant Vice President
About
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. Prior to joining the team at Jefferies, Liza worked for Deutsche Bank and Oppenheimer & Co., Inc. on the institutional side as an assistant to the fixed income trading desk. Liza graduated from Northern Illinois University with a BS degree in Economics and a Minor in Sociology.
Liza brings nineteen years of industry experience working in Wealth Management and Institutional Sales.
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Patrick Walker
Patrick Walker
Assistant Vice President
About
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 Associate at Morgan Stanley. He attended the University of Kentucky where he graduated Summa Cum Laude with a BS in Economics and a Minor in Business Management.
Patrick 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.
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Samuel Brick
Samuel Brick
Assistant Vice President
About
Sam Brick is an Assistant Vice President 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 Analyst, focusing on institutional and retail clients. Sam attended the University of Dayton where he graduated with a BS in Finance and a minor in Economics.
Sam assists in managing the team’s relationships, analyzing client data to develop custom asset allocation proposals, and facilitates investment trades.
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Gregory Cho
Gregory Cho
Vice President
About
Gregory Cho is an Assistant Vice President for Jefferies Private Wealth Management Group where he focuses on management of client accounts and analysis of portfolio managers. Greg joined Jefferies in Los Angeles in 2017 with over 18 years of industry experience. Prior to joining Jefferies, Greg was an intern at Merrill Lynch while majoring in Public Policy and Management at University of Southern California.
Greg joined Jefferies in Los Angeles in 2017 with over 18 years of industry experience.
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Laurie Goodman
Laurie Goodman
Managing Director – Global Head of Investment and Wealth Solutions
About
Laurie is the Global Head of Investment and Wealth Solutions at Jefferies Wealth Management. Prior to joining Jefferies, Laurie spent over 12 years at Bank of America Merrill Lynch as the Head of Equity Long/Short Hedge Fund Research, overseeing equity hedge fund and liquid alternatives third party assets for a $50bn plus alternatives platform. Prior to joining Bank of America, Laurie worked at Bear Stearns and Washington Analysis in institutional equity sales. Laurie holds an MA in International Economics from Johns Hopkins University School of Advanced International Studies (SAIS) and a BA in Economics from Johns Hopkins University.
Prior to joining Jefferies, Laurie oversaw $6bn+ in alternatives as the Head of Equity Long/Short Hedge Fund Research.
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Michael Ross
Michael Ross
Managing Director
About
Michael Ross is a Managing Director and Wealth Planner within Jefferies Wealth Management, and an integral member of the Chicago wealth team. In this role, he focuses on estate, tax, and financial planning for the team’s clients. Prior to joining the Chicago team, Michael was Head of Estate, Tax, and Financial Planning at the division level. Over his tenured career, Michael was a founding member of a multi-family office serving ultra-high-net-worth families, oversaw financial planning and trust at Wilmington Trust, and served as senior vice president at Lenox Advisors where he managed a team of financial planners and asset managers. He began his career in the wealth management business as a financial advisor at Prudential Securities and its acquiring firm Wachovia Securities. Michael is a CFP, having completed the financial planning program at Boston University and holds a degree in Urban Planning from the University at Buffalo.
Michael Ross focuses on estate, tax, and financial planning for the team’s clients. Prior to joining the Chicago team, Michael was Head of Estate, Tax, and Financial Planning at the division level.
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Jaime Fals
Jaime Fals
Managing Director
About
Jaime A. Fals is a Managing Director with Jefferies Private Wealth Management in Miami, focused on asset management for high-net-worth-clients. Jaime has been with Jefferies since 2015. Prior to joining Jefferies, Jaime was a Managing Director in the Private Wealth Management Group at Morgan Stanley. Jaime received his Bachelor of Science in Economics and Latin American Studies from New York University and received his Juris Doctor from George Washington Law School. He is a licensed attorney in the state of New York and holds his Series 7, 66 and 3 licenses among others.
He is a licensed attorney in the state of New York and holds his Series 7, 66 and 3 licenses among others.
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Eli Gelman
Eli Gelman
Managing Director
About
Eli Gelman is a Managing Director and Financial Advisor at Jefferies. Based in the wealth management Miami office, he provides investment advisory and brokerage solutions for high-net-worth individuals, foundations, family offices, and institutions. Eli has more than 20 years of experience in financial services. Prior to joining Jefferies in 2015, he served as Senior Vice President at Morgan Stanley Private Wealth Management and as VP at Lehman Brothers. Eli holds an MBA from Columbia Business School in New York and a BS in Economics from UCBA in Caracas, Venezuela.
Eli Gelman is a Managing Director and Financial Advisor at Jefferies. He provides investment advisory and brokerage solutions for high-net-worth individuals, foundations, family offices, and institutions.
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David Gross
David Gross
Managing Director
About
David Gross is a Managing Director for Jefferies Private Wealth Management Group. Having been in the Financial Services industry for more than 40 years, David is the senior private client advisor in the firm’s Chicago office and works with family offices, entrepreneurs, executives and small institutions. Prior to joining Jefferies, David was associated with some of the most noteworthy boutique private and investment banks on Wall Street including Bankers Trust, Credit Suisse, Schroders and U.S. Trust. David has a BA and an MBA in Finance from the University of Michigan Ann Arbor.
Having been in the Financial Services industry for more than 40 years, David is the senior private client advisor in the firm’s Chicago office and works with family offices, entrepreneurs, executives and small institutions.
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