Private Wealth Investors

The Hall Team

Our Client-First Approach

The Hall Team has more than 30 years of experience in financial services, with particular expertise on custom investment advisory solutions for executives and entrepreneurs. Leveraging Jefferies’ leading institutional brokerage platform, we also provide prime services and execution for family offices, foundations and venture / private equity firms. Our team is fiercely independent in our advice and investment selection, and believes no one approach or portfolio fits all clients. Leading with planning to get a full understanding of your needs, goals, and objectives, we seamlessly offer the breadth of Jefferies solutions across lending, trading, advisory – with a specialty in alternatives. In partnership with our wealth planners, Stephanie and Alan, we also offer solutions including multi-generational wealth plans, charitable giving, risk and insurance programs to guide clients through the complexities of wealth.