Jeffrey Waters, Cfp® Email and 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;
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StewardLiving The Dream Medal Fund Jan 2022 - Present
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President And Chief Investment OfficerOfc Wealth Management Feb 2005 - PresentShort Hills, New Jersey, Us -
Chairman, Board Of TrusteesUnited States Wrestling Foundation Dec 2012 - PresentThe 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.
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Class AgentStanford Graduate School Of Business Sep 2006 - PresentStanford, Ca, UsI am part of a team that are the Class Agents for the Class of 1986 at the GSB. -
Advisory Board Member, Business School FundStanford Graduate School Of Business Oct 2008 - Oct 2014Stanford, Ca, UsI 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. -
ChairmanLet'S Get Ready Aug 2010 - Dec 2020New York, Ny, UsI 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. -
Board MemberMillburn Township Board Of Education Apr 2008 - Jan 2015I 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.
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Board Member - Finance DirectorCora Hartshorn Arboretum And Bird Sanctuary May 2005 - May 2008I sat on the Board of the Cora Hartshorn Arboretum where I was the Finance Director and oversaw the Endowment.
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LecturerNyu School Of Continuing And Professional Studies May 2005 - Aug 2007I was a Lecturer in the School of Continuing and Professional Studies where I taught the Investments section of the CFP Certification Program.
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Associate Director Of U.S. Equity ResearchSalomon Smith Barney 1986 - 2003 -
Associate Director Of U.S. Equity ResearchSalomon Smith Barney 1986 - 2003 -
Associate Director Of U.S. Equity ResearchCitigroup 1986 - 2003New York, New York, Us -
Associate Director Of U.S. Equity ResearchCitigroup Global Markets 1986 - 2003
Jeffrey Waters, Cfp® Education Details
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Stanford University Graduate School Of BusinessMba -
Yale UniversityEconomics -
New York UniversityFinancial 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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