The latest financial advisor to join the Tortuga Wealth team is Jeff Weston. He joins us from Morgan Stanley where he managed both individual and retirement plan assets with a socially responsible investing philosophy in mind. He has a diverse background which provides him with the distinct perspective to serve individuals and organizations pursuing a range of financial goals. His experience includes international real estate investment, social enterprise and non-profit management. Jeff obtained his MBA from Georgetown University’s McDonough School of Business. During his MBA, he was a Packard MBA Fellow with The Nature Conservancy and performed research for Microvest Capital, an investor in microfinance. He also designed and led Georgetown’s first course in impact investing and began efforts to create a student-led social venture fund. Jeff obtained his undergraduate degree from the University of Pennsylvania. With his background in impact investing, Jeff provides insight, which in addition to managing clients’ wealth, is often better aligned with their values and philanthropic activities.
He is fluent in Spanish and Portuguese, having lived and worked in Latin America for over three years. In his free time, he enjoys playing tennis, traveling, and community service. He serves on the Board of DIY Girls and the Young Professional Network of the Alliance for College Ready Schools and is an active member of Penn Serves LA. Jeff resides in the South Bay with his wife, son, and two friendly felines.
Jeffrey Weston is a Wealth Advisor with, and securities offered through LPL Financial, Member FINRA/SIPC.