Jeffrey Leber, Cfp®

Jeffrey Leber, Cfp® Email and Phone Number

Co-Regional President, Managing Director at MAI Capital @ MAI Capital Management
cleveland, ohio, united states
Jeffrey Leber, Cfp®'s Location
Greater Philadelphia, United States
Jeffrey Leber, Cfp®'s Contact Details

Jeffrey Leber, Cfp® personal email

n/a
About Jeffrey Leber, Cfp®

As a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of experience, I help individuals, families, and businesses organize their finances, establish a dynamic financial plan, and then implement the necessary investment strategies to help them achieve their life and wealth goals. Please feel free to request a complimentary wealth assessment that looks at your current financial picture and provides specific recommendations and detailed cash flow projections to achieve your near and long-term goals.Specialties: Financial planning; investment analysis and management; insurance; tax planning; estate planning; retirement planning; college planning; cash flow planning; debt reduction strategies; corporate stock option strategies; creating personal wealth for business owners outside of their businesses

Jeffrey Leber, Cfp®'s Current Company Details
MAI Capital Management

Mai Capital Management

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Co-Regional President, Managing Director at MAI Capital
cleveland, ohio, united states
Website:
mai.capital
Employees:
169
Jeffrey Leber, Cfp® Work Experience Details
  • Mai Capital Management
    Co-Regional President, Managing Director
    Mai Capital Management Oct 2024 - Present
    Berwyn, Pennsylvania, United States
    At MAI, we empower you to simplify, protect, & grow your wealth. Our Team of Wealth Advisors are dedicated to providing holistic planning and advice for wealthy individuals and business owners.
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  • Hyperion Partners, Llc
    Managing Partner
    Hyperion Partners, Llc Aug 2018 - Oct 2024
    Berwyn, Pennsylvania, United States
    View
  • Bridgers Schill Wealth Management Group
    Partner
    Bridgers Schill Wealth Management Group Jun 2016 - Jul 2018
    Moorestown, Nj & Wayne, Pa
    We provide individuals, families, and businesses with comprehensive advice to help them navigate the financial world; thus, allowing them to focus on their personal lives and professional priorities. Our job is to become experts on our clients and then advise them on the appropriate investments, insurance, estate plan, and cash flow solutions.
    View
  • Independent Registered Investment Advisory Firm
    Principal - Wealth Advisor
    Independent Registered Investment Advisory Firm Apr 2008 - May 2016
    Bala Cynwyd, Pa
    Provide life and wealth advisory services to high-net worth individuals and families. My responsibilities include new business development and relationship management for clients. In short, our primary objective is to become experts on our clients. Once we truly understand our clients' goals and desires, we then determine the appropriate investment, risk management, legacy, and cash flow solutions. Ultimately, we make it happen for our clients.
  • Sei Wealth Network
    Business Development Manager
    Sei Wealth Network Jan 2006 - Mar 2008
    Strategic Business Planning - coordinated our unit's strategic business planning process which resulted in a 12-month plan and process for quarterly review on ongoing monitoring of the plan. Created milestone roadmap, scorecard to capture progress on specfic metrics, and management level dashboard.Responsible for business development with strategic alliances for the SEI Wealth Network to deliver life and wealth services to high net-worth and ultra high net-worth families. Strategic alliances are with registered investment advisors, regional or community banks, property and casualty insurance firms, sports or celebrity agrents, investment banks, and accounting firms.
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  • Sei Investments - Advisor Network
    Solutions Analyst
    Sei Investments - Advisor Network Feb 2004 - Dec 2005
    Strategic Business Consulting - worked with advisor clients to analysis their firm's financials and client base to make recommendation around growing, positioning, and streamling their practices.Technology Project Management - managed several product enhancement and new technology releases to advisors.Technology Product Management - responsible for troubleshooting third level support issues.
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  • Sei Business Continuity Services
    Analyst
    Sei Business Continuity Services Jul 2002 - Jan 2004
    Design and documentated a business continuity plan for SEI's Consolidated Operations Unit.
    View

Jeffrey Leber, Cfp® Skills

Financial Planning Wealth Management Investment Advisory Estate Planning Cash Flow Management Insurance Planning Risk Management Tax Efficient Planning Strategic Financial Planning Financial Planners Cash Flow Private Equity Investments Asset Allocation Alternative Investments Asset Management Strategic Planning Hedge Funds

Jeffrey Leber, Cfp® Education Details

Frequently Asked Questions about Jeffrey Leber, Cfp®

What company does Jeffrey Leber, Cfp® work for?

Jeffrey Leber, Cfp® works for Mai Capital Management

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

Jeffrey Leber, Cfp®'s current role is Co-Regional President, Managing Director at MAI Capital.

What is Jeffrey Leber, Cfp®'s email address?

Jeffrey Leber, Cfp®'s email address is jl****@****lth.com

What schools did Jeffrey Leber, Cfp® attend?

Jeffrey Leber, Cfp® attended Georgia Institute Of Technology.

What are some of Jeffrey Leber, Cfp®'s interests?

Jeffrey Leber, Cfp® has interest in Golfing And Traveling.

What skills is Jeffrey Leber, Cfp® known for?

Jeffrey Leber, Cfp® has skills like Financial Planning, Wealth Management, Investment Advisory, Estate Planning, Cash Flow Management, Insurance Planning, Risk Management, Tax Efficient Planning, Strategic Financial Planning, Financial Planners, Cash Flow, Private Equity.

Who are Jeffrey Leber, Cfp®'s colleagues?

Jeffrey Leber, Cfp®'s colleagues are Lynne M Lawrence, Lauren Lippert, Cpa, Cfp®, Kyaw Thureinsoe, Ryan Bergen, Bruce M. Wiener, Rick Beebe, Jason Putman, Cfa.

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