With almost 20 years in the financial industry, Jeff’s roots are from the Los Angeles Pacific Stock Exchange (PCX) as an electronic floor broker executing billions of shares a day. An unknown fact, he did so many executions the LA PCX one day shut down early because he brought in too much order flow. “Network difficulties”. Specialties include micro-market structure, equities, options, private equity, executive liquidity, crypto ledgers, asset management, hedging, fintech, and portfolio risk optimization.
Jeff got his start in finance at a broker dealer (BD) called Order Execution Services (OES) a division of Herzog, Heine, Geduld on the Los Angeles Pacific Stock Exchange. OES specialized in US equity executions for BD’s, dark pools, and various types of professional traders. Herzog, Heine, Geduld was one of the largest market makers in the world for over the counter (OTC) stocks. He led the development of a division catering to off exchange listed executions and later going global. OES then did several BD buyouts and then got acquired by Merrill Lynch. Moving from the institutional market place to the retail side, Jeff worked at Axa Advisors and TD Ameritrade as an investment advisor. Having a background from the exchanges, building out customized portfolios and managing risk was a natural fit for Jeff. Jeff continues to use his market structure knowledge to help clients optimize their portfolios.
Being a Los Angeles native, he has a degree from California State University Long Beach in Business Administration with a concentration in Finance. He holds a Series 7, 63, and 66.
Seeing a need for highly skilled and experienced financial advisors, he started Treveri Capital.
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