Jeffrey Waters, Cfp® Email & Phone Number

Jeff Waters is the President and Chief Investment Officer of OFC Wealth Management. OFC is a Registered Investment Advisor which provides financial planning and investment management services for primarily high net worth individuals. Prior to starting OFC in 2005, Jeff had a successful seventeen year career on Wall St. For the last six years, he was Associate Director of U.S. Equity Research at Salomon Smith Barney, where he was the number two executive running a department with 450 employees, and an operating budget of $300 million.Jeff is active in the community. Jeff is Chairman of the Board of Directors of Let's Get Ready, a not for profit that provides college admissions counseling and SAT tutoring for economically disadvantaged high school students. He was previously Vice Chairman and Co-chair of the Finance Committee.Jeff is Chairman and co-founder of the US Wrestling Foundation, which provides support for the Olympic Wrestling Teams and for the growth of amateur wrestling overall.Jeff served two terms on the Board of Education of the Millburn Township Public Schools, including two years as President. Millburn’s schools are recognized as one of America’s top public school districts. He is currently the Class Agent for the Class of 1986 at Stanford Business School, where he won the Award of Merit from the University for his work as Vice Chairman of the 20th Reunion Campaign. He also served on the Advisory Council of the Business School Fund.Jeff was previously on the faculty at NYU, where he taught the Investments course in the Certified Financial Planning (CFP) Program in the School of Continuing and Professional Studies. Jeff holds a B.A. degree in Economics from Yale University, where he was a member of the varsity wrestling team. He also holds an M.B.A. degree from the Stanford University Graduate School of Business. Jeff holds the CFP charter, as well.Specialties: Comprehensive Financial Planning; Investment Management;