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Jeff is a Wealth Advisor and Director of Portfolio Management at McGill Advisors. Jeff graduated from California State University at Sacramento with a degree in Business Administration (Finance Concentration). He formerly worked at London Pacific Advisors as a research analyst. Jeff obtained his Chartered Financial Analyst designation in 2003. He is a member of the CFA Institute and the CFA North Carolina Society.
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Coronavirus Resource Center for Dentists and Specialists

Articles, updates, and resources to help you successfully navigate the impact of COVID-19 on your dental or specialty practice and personal finances.

Go To COVID-19 Resources