Jeff is a Partner and Advisor at Rialto Wealth Management. He is responsible for working directly with clients to develop a comprehensive financial plan and investment strategy to accomplish their goals. Prior to joining Rialto he worked in the financial services industry for over 10 years at TIAA and an investment firm in Syracuse.

Education & Credentials:

  • B.A. SUNY Geneseo
  • Series 7, 63, 65
  • Certified Financial Planner (CFP)

Personal Life:

  • Jeff lives in Baldwinsville with his wife Elizabeth and their two daughters.


Rialto Wealth Management is a fee-only, fiduciary, advisory firm based in Syracuse, NY. From financial planning to investment management, we help families across New York and beyond. We can be reached by phone at (315) 992-9129 or via email through our website’s secure and confidential contact page.