Email Jeffrey at:
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Principal at KBK Wealth Management

Jeff Feinstein is a principal and wealth advisor who joined KBK in 2021. He provides independent advice to both private clients seeking wealth management resources, and to corporate clients requiring benefits management. His vast knowledge and experience help him provide clients with comprehensive, holistic guidance across a broad spectrum of investment, allocation, and risk management, as well as tax, retirement, and estate planning services. Jeff specializes in educating his clients on generational planning and gifting, as well as wealth distribution. He holds his FINRA Series 7 and 63 securities registrations, is life and health insurance licensed in several states, and is licensed for securities transactions.

Prior to KBK, Jeff spent seven years as a financial advisor with Lenox Advisors in New York City. Before that, he worked as a sports agent for SFX Baseball Group (now ISE Worldwide), one of the country’s premier baseball agencies. In this capacity, Jeff managed the on- and off-the-field careers of several perennial All-Stars and a current Hall of Fame inductee.

Jeff earned his bachelor’s degree in business from George Washington University School of Business and his MBA from New York University’s Stern School of Business, giving him the technical skills, business acumen, and extensive networks of two highly regarded universities.

Jeff has been mentioned in various media outlets in the wealth management industry, including Forbes, US News & World Report, CNBC, HudsonMOD, Newsweek, and Crain’s New York Business. He has also appeared on many speaker panels at various universities including NYU Stern School of Business and GWU School of Business. Jeff makes a conscious effort to give back to both the financial industry as well as his own community.

Accordingly, he volunteers his time and serves on various boards and committees with:

• United Jewish Appeal – Federation of Jewish Philanthropies of New York, Inc. (UJA)

• Israel Association of Baseball

• New York University Alumni Council

A resident of Short Hills, NJ, Jeff spends days when he’s not in the office with his wife, Alexandra; young children Gemma and Casey; as well as the family dog Hank. He enjoys playing a good game of golf or squash, as well as traveling with the family and rooting for his GW collegiate basketball program.

 

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