Jeffrey Leber
Co-Regional President, Managing Director at MAI Capital
- Role
- Co-regional President, Managing Director at MAI Capital Management
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Jeffrey Leber
As a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of experience, I help…
Experience
Co-regional President, Managing Director
Oct 2024 — Present · Berwyn, PA, US
At MAI, we empower you to simplify, protect, & grow your wealth. Our Team of Wealth Advisors are dedicated to providing holistic planning and advice for wealthy individuals and business owners.
Education
Georgia Institute of Technology
BS
1996 — 2001
Skills
- Asset Management
- Cash Flow
- Tax Efficient Planning
- Wealth Management
- Strategic Financial Planning
- Cash Flow Management
- Insurance Planning
- Financial Planners
- Financial Planning
- Asset Allocation
- Risk Management
- Strategic Planning
- Hedge Funds
- Alternative Investments
- Private Equity
- Investments
- Investment Advisory
- Estate Planning
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