Get to Know Jeff

Jeffrey Bernfeld, CFP®, MBA

Partner & Practice Lead


Baltimore, MD

Alma Mater

University of Texas and Harvard Business School

Favorite Philanthropy

Alternative Directions

  • Riding bicycles with the family
  • Hiking
  • Traveling
Favorite Greenspring Core Value

Master Your Craft

Experience & Expertise

Jeff is a Partner & Practice Lead in the firm’s Private Client Group. He joined Greenspring after a successful career as a business executive in companies including McKinsey & Company and General Mills. 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.

Education, Awards and Recognition

  • BBA from University of Texas
  • MBA from Harvard Business School

Favorite Thing About Working With Clients

“When I was 14 I began managing my mother’s retirement investment accounts. I guess you could say she was my first client! Ever since then, I’ve been passionate about helping to improve the financial lives of others.”

My Philosophy on Client Service

“I believe in both the big picture as well as getting the details right. I love reviewing and analyzing tax returns, insurance policies, and investment statements to ensure that every aspect of a family’s financial life is optimized. By understanding the details of each of my client’s particular situations, I can customize and implement a plan of action to help them reach their goals.”

What I love About Greenspring

“The fact that Greenspring was ahead of its time — 15 years ago, it was founded as a fee-only fiduciary advisor when nobody knew what that meant. Even though most people still don’t know, it is becoming more known. I am proud to work for a firm that puts clients first, which can be unique in our industry unfortunately.”

Jeff's Recent Posts

December 3rd 2018

Jeffrey Bernfeld, CFP®, MBA, Partner & Practice Lead
December 10th 2017

Jeffrey Bernfeld, CFP®, MBA, Partner & Practice Lead
September 11th 2017

Jeffrey Bernfeld, CFP®, MBA, Partner & Practice Lead