Jeff Wertheim

Education and Training:

George Washington University - MBA

Duke University - BS Economics and Computer Science

CFA - Chartered Financial Analyst

Community, Charitable or Professional Organizations/Associations:

CFA Institute

Larchmont Temple

Larchmont Soccer Club

About Jeff:

Jeff resides in Larchmont, NY with his wife and two sons. In his spare time, Jeff enjoys playing golf and tennis.


Check the background of this investment professional on FINRA’s BrokerCheck.


Registered Representative of Park Avenue Securities and Financial Representative of Guardian.