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Jeffrey Burney

Chief Client Officer - Making People and Situations Better

Jeffrey Burney is a seasoned executive in the financial industry renowned for his strategic leadership and wealth management expertise.

With a Bachelor's degree in Finance and Business Economics from Ohio University, Jeffrey has a proven track record of guiding high net worth entrepreneurs and executives through personalized wealth management solutions.

His areas of expertise include holistic balance sheet advisement, investment strategy, concentrated position management, and wealth preservation and transfer planning.

Jeffrey excels in team leadership, business development, client service management, and strategic planning, making him a notable figure in the industry.

His illustrious career includes key roles at reputable organizations such as Curi RMB Capital, Crestone Capital, LLC, and J.P. Morgan Private Bank.

Jeffrey Burney's contributions span across entrepreneur wealth management, executive leadership, asset management company growth, global multi-asset class experience, and thought leadership.

His dedication to excellence in client service, team development, and business process re-engineering sets him apart as a visionary leader in the financial sector.

Jeffrey Burney
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Location

Denver, Colorado, United States