Jeff Feinstein in

Jeff Feinstein

Examiner · DISC type cs
Principal and Wealth Management Advisor at KBK Wealth Management
📍 New York City Metropolitan Area, United States

Jeff Feinstein is a Principal and Wealth Advisor at KBK Wealth Management, providing holistic financial guidance to private and corporate clients. An MBA graduate from NYUs Stern School of Business, he is an authority in the industry, having been featured in Forbes, CNBC, and U. S. News & World Report.

Outside of work, Jeff lives in Short Hills, NJ with his wife and two children. He is active in his community, serving on boards for the United Jewish Appeal (UJA) and the Israel Association of Baseball. He enjoys playing golf and squash and passionately follows the George Washington University basketball program.

Unique fact: Before his finance career, Jeff was a sports agent who represented several perennial MLB All-Stars and a Hall of Fame inductee.

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Experience
20 Years
Current Role
Principal and Wealth Management Advisor
Location
New York City Metropolitan Area, United States
Personality Overview

How Jeff shows up

Tough To Convince
Late Adopter
Unexpressive

They are quite aware of their needs and limitations, so they are unlikely to over-promise. They do not like taking risks at all and go for proven options in the end. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Priorities

Topics Jeff cares about

Wealth Management
As a Principal and Wealth Advisor, he provides comprehensive, holistic guidance across a broad spectrum of investment, retirement, and estate planning services for his clients.
Generational Planning
His official biography highlights that he specializes in educating clients on generational planning, gifting, and wealth distribution strategies.
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Career

Work history

9-2021
Principal and Wealth Management Advisor
KBK Wealth Management
2014 - 9-2021
Vice President
Lenox Advisors
2013 - 2013
MBA Associate - Investment Management
Goldman Sachs
2005 - 2013
Marketing Agent
SFX Baseball Group
In the press

Media appearances

Our Team | Jeffrey Feinstein – Intro Video. Featured in KBK Wealth Management
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Education
2012 - 2014
Master of Business Administration (MBA)
NYU Stern School of Business
2001 - 2005
Bachelor of Business Administration (BBA)
The George Washington University School of Business
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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