Jeff Sharpe, CFP®
Executive Director, PIM® Portfolio Manager
As an Executive Director at Seventy2 Capital, Jeff starts his approach by understanding each client’s goals, values, and priorities. He believes in building long-term relationships based on trust, transparency, and personalized advice. Jeff combines customized investment management, tax-aware strategies*, retirement planning strategies, and risk management to help to preserve and grow their wealth while navigating life’s financial transitions.
As a PIM® Portfolio Manager, Jeff takes an active approach to portfolio construction, with a particular emphasis on customized fixed income solutions, municipal bond strategies, market-linked structured products, and options strategies tailored to each client’s unique objectives. He frequently incorporates options strategies for risk mitigation and income generation when appropriate for a client’s goals and risk tolerance. These strategies are integrated into a broader portfolio management process designed to provide clients with greater flexibility, tax efficiency, and enhanced risk-adjusted outcomes.
Jeff has been in the financial services industry for over 25 years, working with practices such as Wells Fargo Advisors, including more than 20 years as a CFP® professional. Jeff earned a Bachelor of Science from the University of Connecticut.
Outside of work, Jeff enjoys spending time with family, golfing, running, training, and participating in road races. He also enjoys following sports, traveling, and maintaining an active lifestyle focused on overall health and wellness.
*Wells Fargo Advisors Financial Network does not provide legal or tax advice. We encourage you to speak to your chosen tax advisor regarding your specific situation.
Location: Westport