2020 was traumatic, taxing and draining to say the least. For millions of Americans and people all over the world, there was loss. Loss of loved ones, jobs, homes and "normalcy." As eager as we all are to put 2020 in the past and pretend it never happened, that would...
While studying at the University of Florida, Jeff completed internships with a non-profit and a boutique RIA and was involved in a start-up incubator where he developed a passion for starting and growing businesses. These experiences laid the groundwork toward his passion for using business as a force for good.
Before joining CommonGood, Jeff served in sales and consulting roles in the financial services industry, including time with Merrill Lynch and CNL Securities where he represented the platform of alternative investments. In his current role as Vice President of Capital Markets, he leads capital raising efforts across the Western U.S. for the firm's platform of impact investments, serving RIA's, Multi-Family Offices and Institutions.
An Orlando, Florida native, Jeff is involved in giving back to his community through his role on the board of a local non-profit basketball tournament and fund-raiser memorializing his late friend. He is also involved in the Lifework Leadership program, his local church and just recently married his wonderful wife, Jessie. He enjoys travel, sports -- specifically Florida Gator football -- and the many benefits of living in the state of Florida.
Jeff recently took a deeper dive into his passion for impact investing, earning his CSRIC designation (Chartered Sustainable Responsible Investment Counselor) through Kaplan's College of Financial Planning. He holds the FINRA series 7 & 63 licenses.
CommonGood brings together a team of financial professionals with unique career paths and shared values to positively impact today’s transforming investment landscape and worldview.
Open up your inbox and you'll see countless emails mentioning "the unprecedented time we are in." Nobody needs to be reminded of this, so I'll spare you the rehashing of the events that have unfolded in 2020. The grand finale crisis of 2020 seems to have culminated in...
Jeff Lee walks us through the shortage of workforce housing that can be found across America and the realities of COVID-19 and the ensuing economic fallout that is disproportionally impacting lower wage earners - and how Opportunity Zones, created in The Tax Cut and...