Family Office
Jefferies Family Office
Jefferies Family Office is a multi-family office headquartered in New York that manages and invests capital on behalf of Jefferies and its employees. The firm provides tailored wealth management and investment solutions with a focus on long-term value creation and capital preservation, leveraging institutional expertis…
Decision-makers
Brad Bechtel
Global Head of Foreign Exchange
Aniket Shah
Managing Director, Global Head of Sustainability & Transition Strategy, and Head of Washington DC Strategy
Ya Tung
Chief Investment Officer
Fred Orlan
Global Head of Fixed Income
Dave Windley
Managing Director
Bob Gregorio
Managing Director, Global Head of Fixed Income, Equity, Treasury & Risk Technology
Dan White
Municipal Strategist & Desk Analyst
Chirag Patel
Senior Associate
Paul Stowell
Managing Director and Head of US Strategic Equity Transactions Group
Corey Tarlowe
Senior Vice President, Equity Research
Fangfei Li
Senior Associate
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