Aldo Rubino
Aldo Rubino
Managing Director
About
Aldo Rubino is a Managing Director and Financial Advisor for Jefferies Private Wealth Management in Miami. Aldo focuses on asset management for high-net-worth individuals, family offices, middle market sized companies, and institutions. Aldo built his entire career as a finance specialist, working with national and multinational companies as well as high-net-worth individuals, family offices, foundations and pension funds. Prior to joining Jefferies, Aldo was the Treasury Manager of Hoechst Argentina S.A. He subsequently worked at Prudential Securities, Wachovia and Wells Fargo Advisors. Aldo speaks Spanish, English, Italian and Portuguese. He graduated from the University of Buenos Aires and is a member of the American Society in New York.
Aldo built his entire career as a finance specialist, working with national and multinational companies as well as high-net-worth individuals, family offices, foundations and pension funds.
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Morgan C. McLanahan
Morgan C. McLanahan
Managing Director
About
Morgan McLanahan is a Managing Director for Jefferies Private Wealth Management Group. Prior to Jefferies, Morgan was a director in the Wealth Division of Barclays and a senior vice president in the private investment management division of Lehman Brothers. Morgan received an MBA in Finance from Fordham University Graduate School of Business and a BA from the University of Vermont.
Morgan McLanahan is a Managing Director for Jefferies Private Wealth Management Group
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Ileana de La Hoz Platt
Ileana de La Hoz Platt
Managing Director
About
Ileana de la Hoz Platt is a Managing Director for Jefferies Private Wealth Management and a founding member of the firm’s Miami office. Prior to Jefferies, Ileana was with Citi Private Bank, a Director at Credit Suisse Wealth Management, Barclays and Royal Bank of Canada. She has a bachelor’s degree from Florida International University in Finance and International Business and an MBA from Florida International University.
Ileana de la Hoz Platt is a Managing Director for Jefferies Private Wealth Management and a founding member of the firm’s Miami office.
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James M. Read
James M. Read
Managing Director
About
James Read is a Managing Director in Jefferies Private Wealth Management in Atlanta. Prior to Jefferies, Jim was a Director at UBS Financial Services in their Private Wealth Management division, CSFB Private Client Services Group and Read Capital Management. He began his career working for Goldman Sachs where he covered wealthy families and hedge funds out of Miami. James received an MBA in Finance from Emory University and a BS in Civil Engineering from Virginia Military Institute.
James received an MBA in Finance from Emory University and a BS in Civil Engineering from Virginia Military Institute.
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Scott Sussman
Scott Sussman
Managing Director
About
Scott Sussman is a Managing Director for Jefferies Private Wealth Management Group. Scott has spent 25 years in the financial industry working on fixed income and equity trading desks covering family offices, mutual and hedge funds. Scott graduated from Occidental College in Los Angeles with a degree in Political Science and minor in History.
Scott has spent 25 years in the financial industry working on fixed income and equity trading desks covering family offices, mutual and hedge funds.
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Ricardo Krulig
Ricardo Krulig
Senior Vice President
About
Ricardo Krulig is a Senior Vice President and Financial Advisor for Jefferies Private Wealth Management and a member the firm’s Wealth Management team in Miami where he focuses on asset management for high-net-worth individuals, family offices, and institutions. Ricardo has been with Jefferies since 2017. Prior to joining Jefferies, Ricardo was a Relationship Manager at HSBC Private Banking. He received his Master’s in Business Administration from Boston College and is native to Caracas, Venezuela.
Ricardo Krulig is a Senior Vice President and Financial Advisor for Jefferies Private Wealth Management and a member the firm’s Wealth Management team in Miami where he focuses on asset management for high-net-worth individuals, family offices, and institutions.
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Matt Kennedy
Matt Kennedy
Senior Vice President
About
Matt Kennedy is a Senior Vice President for Jefferies Private Wealth Management and covers the Caribbean market. He specializes in emerging market bonds and also trades in high-grade U.S. bonds and high-yield bonds. Prior to Jefferies, Matt worked at Oppenheimer & Co. Matt received his degree from the College of Charleston in North Carolina.
He specializes in emerging market bonds and also trades in high-grade U.S. bonds and high-yield bonds.
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Brian DiGregorio
Brian DiGregorio
Senior Vice President
About
Brian 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. He graduated from Marist College in New York with a BBA in Finance and International Business.
Brian 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.
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Nelleen Smith
Nelleen Smith
Senior Vice President
About
Nelleen Smith is a Senior Vice President for Jefferies Private Wealth Management in Atlanta. Nelleen covers back office operations for the PJP sales group. Prior to Jefferies, Nelleen was the BOM for the Atlanta Institutional office at Oppenheimer & Co. Nelleen holds series 7, 63, 9, and10 licenses. Nelleen received her undergraduate degree from Mercer University.
Nelleen covers back office operations for the PJP sales group.
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