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Jeffrey M. Mastrianna, MBA, CFP®

Senior Wealth Advisor

Jeff joined the firm in 2022, as a Senior Wealth Advisor.  He brings over 34 years of Financial Services Industry experience to GYL.  Prior to joining the firm, Jeff was a Financial Consultant with Charles Schwab, for over 12 years, working with High-Net-Worth Families in the Stamford and Greenwich, CT area.  Prior to Schwab, Jeff was with Fidelity Investments for over 20 years, where he held various roles, including Financial Consultant, Branch Manager and Regional Planning Consultant, in Stamford and Greenwich, CT, Roslyn, NY and Naples, FL.       

Jeff’s passion is helping clients achieve their financial goals by delivering a thorough and professional combination of financial planning, overall wealth management and sound investment management.  Jeff is a CERTIFIED FINANCIAL PLANNERTM.  He also holds a BS in Finance from The University of Connecticut and an MBA, in Finance, from The University of Connecticut. 

Jeff, and his wife Patty, are long-time residents of Wilton, CT, where they raised their 3 boys.  In his spare time, Jeff enjoys spending time with family, including his 2 dogs, playing softball and golf as well as traveling. 

 

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.