Jeff then served his country as an F-16 fighter pilot with the U.S. Air Force for over five years, achieving the rank of Lieutenant Colonel, Director of Training, Simulation & Technology, Ohio Air National Guard, 178th Fighter Wing, Springfield, Ohio. He worked as an F-16 flight instructor for 100 plus assigned aircrew at the Ohio Air National Guard fighter wing. His primary focus was securing permanent procurement funding for cutting edge technologies related to a state-of-the art $10M mission operations center and a $10M simulation/training center.
A fellow pilot had this to say about Jeff: "Jeff embodies the classic American ideal of free spirited independence. His innate and passionate commitment to excellence will not allow anything to sway him from his values or goals. As his personal brand strategist, I worked with Jeff prior to his retirement from the US Air Force. Our business connection has matured into a deeply respectful friendship, and I'm proud to say he is as "on brand" today, as a Top Wealth Advisor as he was as a Navy Top Gun and Air Force Pilot - a protector of all. Jeff is quite simply "the best of the best." A real life American hero whom you can trust with your life, your wealth and your family's future."
His executive level experience ranges across a full spectrum of financial services and investment banking disciplines. He specialized in managing wealth for ultra high net worth clients, corporations, endowments, and nonprofits using hedge fund trading commodities, currencies, and other leveraged financial instruments. He has expertise in strategic and tactical asset allocation using highly non-correlated investment classes. He emphasizes capital preservation and tax efficient wealth transfer. Jeff was a director at the Chartered Market Technician Institute (CMTi) and a director of the Sensor Fusion Asset Management.
Jeff has over 3,500 flight hours, including 2,500 hours in F-14A/B/Ds and F-16C/Ds and 1,700 hours as an Instructor. Jeff has 125 Combat Hours and has flown 47 Combat Sorties.
Jeff enjoys golf, aviation, spending time with his family, and exploring cutting edge technology. He created the Children of Aviation Foundation and is a member of the U.S. Naval Academy Alumni Association and servers on the Board of Directors for the Market Technicians Association. Jeff is also the author of the book "Top Gun on Wall Stree: Why the United States Military Should Run Corporate America" with Patrick Robinson.
Education
1987 B.S., Mathematics, United States Naval Academy, Annapolis, MD
1994 Navy Fighter Weapons School, Naval Air Station Miramar, San Diego, CA
2002 Air Command and Staff College, Springfield Air National Guard Base, Springfield, OH
2004 Chartered Market Technician (CMT) Program, Market Technicians Association, Woodbridge, NJ
Qualifications
U.S. Air Force F-16C/D Instructor Pilot
U.S. Air Force F-16C/D Mission Commander
U.S. Navy F-14A/B/D Strike Fighter Weapons and Tactics Instructor Pilot
U.S. Navy F-14A/B/D Carrier Air Wing Strike Leader / Mission Commander
U.S. Navy F-14A/B/D Combat Search and Rescue Mission Commander
NATO Forward Air Controller/Forward Air Controller (Airborne) Qualified
Graduate, Navy Fighter Weapons School, a.k.a. Top Gun
Graduate, USMC Combined Arms Coordination Course
Graduate, Tomcat Air-to-Ground Weapons Training Officer Course
Graduate, Naval Postgraduate School, Aviation Safety Programs Course
Graduate, Naval Strike and Air Warfare Center, Strike Leader and Attack Training Syllabus
F-14A/B/D NATOPS, Instrument, Out of Control Flight, Cockpit Resource Management Instructor/Checker Pilot
F-14A/B/D Post Maintenance Check Flight Instructor/Checker Pilot
Special Instrument Rated Pilot
LANTIRN Targeting System Operator Qualified
Tactical Air Reconnaissance Pod System (TARPS) Qualified
Carrier Air Wing Landing Signal Officer/F-14 Training Landing Signal Officer
Night Vision Goggle (NVG) Qualified/Instructor
Experience
June 2008-Present, President, Talon Eight Global Wealth Management
January 2007-May 2008, Vice President, Neuberger Berman Wealth Management, A Lehman Brothers Company
January 2004-May 2008, Director, Chartered Market Technician Institute (CMTI)
January 2002-December 2006, Director, Sensor Fusion Asset Management
May 2001-July 2006, F-16C/D FTU (OTU) Instructor Tour, 162nd Fighter Squadron, Springfield-Beckley ANG Base, OH
April 1999-April 2001, F-14B Operational Fleet Fighter Tour, Fighter Squadron 103, Naval Air Station Oceana, VA
February 1996-Mach 1999, F-14A/B/D FRS (OTU) Instructor Tour, Fighter Squadron 101, Naval Air Station Oceana, VA
January 1993-January 1996, F-14A Operational Fleet Fighter Tour, Fighter Squadron 211, Naval Air Station Miramar, CA
November 1991-January 1993, F-14 FRS (FTU) Replacement Pilot Training, Fighter Squadron 124, NAS Miramar, CA
Professional Activities and Affiliations
Member, Market Technicians Association, Woodbridge, NJ
Member, United States Naval Academy Alumni Association, Annapolis, MD
Founder, Children of Aviation Foundation, Cincinnati, OH
Chairman, Technology Committee, Market Technicians Association, Woodbridge, NJ
Director, Chartered Market Technician Institute (CMTI), Market Technicians Association, Woodbridge, NJ