Greenspring Advisors Adds New Partner

Greenspring Advisors is pleased to announce Jeff Bernfeld, CFP®, has been named its sixth equity partner. Jeff joined the firm’s Private Client Group in 2013 after a successful career as a business executive in companies including McKinsey & Company and General Mills.

Jeff is a 1994 graduate of the University of Texas at Austin and received his MBA from Harvard Business School in 2000. A CERTIFIED FINANCIAL PLANNER™ professional, Jeff specializes in helping clients assess their long-term financial goals and then works closely with them to develop, implement, monitor, and periodically reassess a financial plan so that these objectives are successfully met.

“We are honored to welcome Jeff to the partner team. Since joining the firm he has embraced our core purpose and core values while demonstrating a tremendous work ethic and commitment to serving clients well,” says Patrick Collins, Partner & Managing Director, Private Client Group.

Information contained herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. It is not intended as the primary basis for financial planning or investment decisions and should not be construed as advice meeting the particular investment needs of any investor. This material has been prepared for information purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Past performance is no guarantee of future results.

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