Jeff_LR

Jeffrey McCoy AAMS®, CFF

Managing Partner & Wealth Director

Jeff is a Managing Partner at Corbett Road and a member of the Corbett Road Investment Committee. Prior to joining Corbett Road, Jeff spent 17 years as a VP/Branch Manager at Charles Schwab, overseeing several branch locations in Maryland and Virginia. Jeff spent his early years in the industry with T. Rowe Price Associates and Legg Mason Wood Walker. Jeff has a Bachelor of Science in Consumer Economics from the University of Delaware and holds FINRA Series 7,9,10,63, and 65 licenses. He has also earned the Accredited Asset Management Specialist and Certified Financial Fiduciary® designations.