Private Wealth Investors
The David Gross Wealth Management Team
The combination of the perspective and experienced gained through a 45-year career on Wall Street, with the power of a firm that provides institutional access and differentiated content, is what makes the Gross Wealth Management Team at Jefferies a rarity in today’s world of commoditized advice.
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David Gross
Managing Director
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Rob Mulcahy
Vice President
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Patrick Buckley
Associate
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Laurie Goodman
Managing Director – Global Head of Investment and Wealth Solutions
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Michael Ross
Managing Director
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Elizabeth A. Fell
Senior Vice President
Our Client-First Approach
Our team specializes in quality investment solutions for institutional-level clients including Family Offices; and Founder, Owners, and Executives experiencing significant liquidity events.
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