Jeffrey Waters, Cfp®

Jeffrey Waters, Cfp® Email and Phone Number

President and Chief Investment Officer at OFC Wealth Management @ OFC Wealth Management
Jeffrey Waters, Cfp®'s Location
Short Hills, New Jersey, United States, United States
About Jeffrey Waters, Cfp®

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;

Jeffrey Waters, Cfp®'s Current Company Details
OFC Wealth Management

Ofc Wealth Management

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President and Chief Investment Officer at OFC Wealth Management
Jeffrey Waters, Cfp® Work Experience Details
  • Living The Dream Medal Fund
    Steward
    Living The Dream Medal Fund Jan 2022 - Present
  • Ofc Wealth Management
    President And Chief Investment Officer
    Ofc Wealth Management Feb 2005 - Present
    Short Hills, New Jersey, Us
  • United States Wrestling Foundation
    Chairman, Board Of Trustees
    United States Wrestling Foundation Dec 2012 - Present
    The United States Wrestling Foundation (the Foundation) is dedicated to the growth of amateur wrestling in the United States. The Foundation will work closely with USA Wrestling (USAW) to provide financial and other resources to enable USAW athletes to have the best possible opportunities to win Olympic and World Medals.. The Foundation will also support other wrestling organizations which we believe are essential to the growth of the sport.
  • Stanford Graduate School Of Business
    Class Agent
    Stanford Graduate School Of Business Sep 2006 - Present
    Stanford, Ca, Us
    I am part of a team that are the Class Agents for the Class of 1986 at the GSB.
  • Stanford Graduate School Of Business
    Advisory Board Member, Business School Fund
    Stanford Graduate School Of Business Oct 2008 - Oct 2014
    Stanford, Ca, Us
    I was a member of the Business School Fund Advisory Council at Stanford Graduate School of Business for six years. We provided strategic planning to the Development Office of the GSB.
  • Let'S Get Ready
    Chairman
    Let'S Get Ready Aug 2010 - Dec 2020
    New York, Ny, Us
    I served as Chairman of the Board of Directors of Let's Get Ready, a groundbreaking non-profit organization that expands college access for low-income high school students by providing free SAT preparation and college admissions counseling.
  • Millburn Township Board Of Education
    Board Member
    Millburn Township Board Of Education Apr 2008 - Jan 2015
    I served two terms on the Board of Education of Millburn Township Public Schools, including two years as President and three years as Chairman of the Finance Committee.
  • Cora Hartshorn Arboretum And Bird Sanctuary
    Board Member - Finance Director
    Cora Hartshorn Arboretum And Bird Sanctuary May 2005 - May 2008
    I sat on the Board of the Cora Hartshorn Arboretum where I was the Finance Director and oversaw the Endowment.
  • Nyu School Of Continuing And Professional Studies
    Lecturer
    Nyu School Of Continuing And Professional Studies May 2005 - Aug 2007
    I was a Lecturer in the School of Continuing and Professional Studies where I taught the Investments section of the CFP Certification Program.
  • Salomon Smith Barney
    Associate Director Of U.S. Equity Research
    Salomon Smith Barney 1986 - 2003
  • Salomon Smith Barney
    Associate Director Of U.S. Equity Research
    Salomon Smith Barney 1986 - 2003
  • Citigroup
    Associate Director Of U.S. Equity Research
    Citigroup 1986 - 2003
    New York, New York, Us
  • Citigroup Global Markets
    Associate Director Of U.S. Equity Research
    Citigroup Global Markets 1986 - 2003

Jeffrey Waters, Cfp® Education Details

  • Stanford University Graduate School Of Business
    Stanford University Graduate School Of Business
    Mba
  • Yale University
    Yale University
    Economics
  • New York University
    New York University
    Financial Planning

Frequently Asked Questions about Jeffrey Waters, Cfp®

What company does Jeffrey Waters, Cfp® work for?

Jeffrey Waters, Cfp® works for Ofc Wealth Management

What is Jeffrey Waters, Cfp®'s role at the current company?

Jeffrey Waters, Cfp®'s current role is President and Chief Investment Officer at OFC Wealth Management.

What schools did Jeffrey Waters, Cfp® attend?

Jeffrey Waters, Cfp® attended Stanford University Graduate School Of Business, Yale University, New York University.

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