Jeff is a Managing Director of Altera Investments, a firm focused on sourcing and offering lower middle market, private market investments across private equity, private real estate and private credit to high-net-worth individuals, family offices, and registered investment advisors. Jeff serves on the Investment Committee, advises on corporate strategy, manages investor relationships, sources deals and raises capital.Who We AreAltera is an alternative asset management firm dedicated to lower middle market private investments. We make investments that traditional institutional allocators either do not or cannot. Our investments seek to deliver enhanced returns, greater diversification and less volatility. We work with both established and emerging fund managers and independent sponsors.We often act as a highly meaningful limited partner and secure better investment terms and allocations on behalf of our investors. Over the last few years, we have invested hundreds of millions of dollars across our various private equity, real asset and private credit strategies.How We Do ItOur mission is to build enduring private market portfolios. We accomplish this by partnering with what we believe to be exceptional fund managers and independent sponsors operating in the lower middle market. Altera’s assets under management are composed of flagship strategies and thematic investments.

We partner with people to help them grow their REAL wealth. We focus on the unique needs of Entrepreneurs, Business Owners & Leaders to help them get what they want out of their businesses and their life. We partner with you to help you enjoy life more by growing your consciousness, connections, capabilities, and contribution. You will take action and gain traction to exponentially grow your Relationships, Energy, Attitude & Lifestyle all while reducing stress and busyness. We do this through coaching, unique investment opportunities and a high-performance community of advisors and peers.

As consultant and interim CEO, Jeff was brought in to bridge the gap and optimize the wealth management platform. His leadership skills as CEO include: Coaching, Culture Design, Strategic Planning, Financial Management, Marketing and Sales Programs, Recruiting, Talent Development & Thought Leadership. Jeff has been a leader in CPA based wealth management coaching clients and advisors for over 25 years.

As a Founder and prior CEO of SignatureFD he helped it grow from startup to one of the largest independently owned registered investment advisory firms in the Southeast, Jeff intimately understands the challenges and opportunities that come with founding, running, maturing and exiting a business.Jeff sees his role as the Chief Empowerment Officer helping people to make confident decisions and take action. His leadership skills as CEO include: Coaching, Culture Design, Strategic Planning, Financial Management, Marketing and Sales Programs, Recruiting, Talent Development & Thought Leadership. Jeff has been a leader in CPA based wealth management coaching clients and advisors for over 25 years. His area of expertise as an advisor includes: • Personal CFO: Results Based Planning & Investing• Comprehensive Wealth Strategy, Execution & Reporting• Total Return Focused & Tax Managed Portfolios• Unique Access to Bespoke Private & Alternative Investments: (Debt, Equity, Real Estate, Hedged) • Cash Flow Modeling: (Lifestyle, Retirement, College, Stock Option, Eldercare)• Tax Planning Optimization • Estate, Trust & Philanthropy: Designed and Implemented for Impact • Asset Protection Planning & Insurance • Liquidity, Exit Planning & Pre-Transaction Planning • Build, integrate and coordinate your team of advisors (Financial, Investment, Insurance, Tax, Legal & Life)

Tax and Financial Planning Strategist