Managing Director - New York - Wealth Management Search
Jeffrey Sokolowski brings over 20 years of experience in Business Development/Fundraising and Relationship Management within Financial Services. He began his career at RS Rosenbaum & Co., Inc. where he was a Vice President, and spent 12 years facilitating the registration and distribution of regulatory materials associated with capital markets transactions and SEC registered Investment Companies. He then spent 4 years at Alliance Bernstein (AB) in a fundraising capacity for AB’s Private Wealth Group – Bernstein Global Wealth Management.
In 2013, he joined a leading national Recruiting Firm to help build and manage their Financial Services Group, focusing on the Investment Management Industry. Jeffrey's experience includes representing some of the top Investment Managers, RIA’s, Multifamily offices, and RIA Investors. He specializes in Relationship/Portfolio Management, Wealth Planning, Client Services, Investment Operations, Business Development, and Financial Advisory positions.
He earned a B.A. from Oswego State University and currently resides with his wife and 2 children in Voorheesville, N.Y.