The primary mission of Financial Poise™ is to provide reliable plain English business, financial, and legal education to individual investors, entrepreneurs, business owners, and executives, and to help trusted advisors do the same.
Jeff founded Speritas Advisors and Speritas Capital Partners to help small and medium-sized businesses broaden their access to the right kind of capital.
Jeff brings 25 years of experience in the financial services industry. Jeff began his career at the NY Fed and has worked at senior levels in commercial banking, retail banking, strategic planning, liquidity risk management and regulatory affairs. Jeff has also played senior founding roles in several start-ups where he learned first-hand that access to capital is one of the most significant hurdles facing small and medium-sized businesses.
Jeff understands the need for honest, actionable advice that can be translated into a clear and concise capital action plan. He partners with business owners and executives to reach a common understanding of objectives, opportunities and risks – and helps clients develop a compelling story for potential lenders.