Jeff Kaczmarczyk, CFA®
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Jeff is an Advisor responsible for providing comprehensive advice to affluent individuals, companies, and business owners. He works closely with clients and their other advisors (CPA and Attorney) to develop fluid financial strategies to meet their current and long-term objectives. Jeff is seasoned in investments and has a unique ability to find opportunities to create efficiencies for potential clients. His background also provided him the ability to coordinate tax and investment planning for his clients based on their unique needs.
Jeff earned an MBA from the University of Delaware and a bachelor’s degree from Gettysburg College. He has attained the most prestigious designation in the Finance and Investment industry, the Chartered Financial Analyst (CFA)® certification. He is also a member of the CFA Society of Philadelphia. His education provides a good compliment to his welcoming personality.
Prior to joining Blue Rock, Jeff spent 5 years at the Wilmington Trust Company working with high-net-worth individuals, business owners, foundations, and endowments developing holistic plans and customized investment strategies to meet their unique goals. He also spent time as an Investment Manager for two private Family Offices in the Greater Philadelphia area.