Private Wealth Investors
The Durkin Team
Personalized service you would expect from a small wealth management boutique while backed by the global resources of Jefferies Financial Group. Jefferies is a diversified financial services company engaged in investment banking, capital markets, asset management, and direct investing.
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Edward Durkin
Managing Director
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Gregory Cho
Assistant Vice President
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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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Brian DiGregorio
Senior Vice President
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Elizabeth A. Fell
Senior Vice President
Our Client-First Approach
With over 25 years of experience, our team works closely with an exceptional clientele of high-net worth families, executives, entrepreneurs, private equity investors and others to develop wealth and investment management strategies. We then identify investment opportunities to help them protect and grow their assets, reach their objectives and address the many other complex challenges of managing significant wealth in today’s everchanging environment. Once we develop your strategy and coordinate implementation, we follow a rigorous process of review and refinement.
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