1. Private Client Advisors
Jeffrey T. Golden
Jeffrey Golden’s investment philosophy has evolved over the more than
15 years he has been in the investment business. He uses an approach based
on a combination of broad-based economic indicators, company-specific
research, and charting. His goal is to actively allocate among all asset classes
as trends change through the use of individual stocks, bonds, external
managers, and indexes when appropriate.
Comprehensive Financial Planning
A comprehensive financial plan can be a critical element for clients to help
them maintain and achieve the lifestyles they envision for themselves
and their families. Comprehensive planning includes cash flow analysis,
retirement income projections, education funding, life insurance, and tax,
estate, and investment planning, among other services. William Blair’s
wealth planning professionals work with our clients to provide expertise in
each of these areas.
Communication is an essential element of Jeff’s client relationships. He
wants to collaborate with his clients in designing a plan that all parties are
comfortable with. Periodic reviews are offered to evaluate past performance
and look to the future and discuss thoughts on any appropriate adjustments
to their investment strategy.
Jeff welcomes the opportunity to earn your business. Jeff advises high-net-
worth families on investments and planning. He works closely with clients
on managing their investment portfolios and constructing comprehensive
financial plans, implementing changes when necessary to reflect changes in
their lives and monitoring the progress of the plan as it relates to his
Jeff joined the Private Client Advisors group at William Blair in 2010.
Previously, he was with Morgan Stanley Smith Barney where he began
his career as a financial advisor in 2002. He brings with him 15 years of
investment experience. In July 2008, Jeff earned his Chartered Retirement
(CRPC®) designation from the College for Financial
Planning. Previously, he worked for Océ North America in sales. Jeff earned
his bachelor’s degree from the Virginia Military Institute (VMI).
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