Sam Brick
- Role
- Private Wealth Management Analyst at Jefferies
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
Experience
Private Wealth Management Analyst
May 2021 — Present
Jefferies Private Wealth Management provides full-service investment solutions for entrepreneurs, high-net-worth individuals, families and their companies. This includes tax-exempt entities such as foundations and endowments where we may serve in an advisory or consultative role. Jefferies PWM offers individualized, innovative solutions for our clients, including discretionary and open architecture asset management, giving our clients access to the most attractive independent managers and investment products in the markets today. Additionally, as a division of Jefferies, we bring the Firm’s complete institutional capabilities to our wealth management clients, including Jefferies’ world-renowned sales & trading platform. Our goal is to deliver the best continual service via our highly experienced wealth management team. Jefferies LLC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Jefferies LLC will not accept purchase or sale orders via LinkedIn or its messaging systems and is not responsible for content posted by third-parties. Jefferies LLC does not provide tax or legal service – please consult a tax advisor.
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