Jim Jeffery



Client specialties

  • Financial Planning
  • Institutional consulting
  • Investment management
  • LPC/CCRC consulting
  • Personal wealth management
  • Portfolio Construction & Management

Jim Jeffery , CFA®

Managing Director


Jim Jeffery has numerous decades of experience navigating financial and capital markets and is a leading financial advisor to senior living organizations and high-net-worth families.

His interest in the senior living industry dates back to his time as Executive VP & Head of Underwriting at Herbert J. Sims & Co. He helps Life Plan Communities and Continuing Care Retirement Communities (CCRCs) develop Investment Policies that balance their assets and liabilities, informed by his direct experience underwriting, structuring and re-structuring CCRC bond issues. His mission is to continue to build a private client advisory and senior living consulting practice that always puts clients first and sets high standards for integrity, performance and value-added personal attention.

Jim has an M.B.A. from New York University and holds the Chartered Financial Analyst (CFA®) designation. He is a member of the CFA Institute, the Investment Management Consultant’s Association and the New York Society of Security Analysts.

He lives in Manhattan with his wife and enjoys skiing, golf and guitar in addition to spending time with his two adult children.

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