Jeffrey S. Grinspoon | Managing Director, Partner

Jeffrey Grinspoon specializes in advising business owners, entrepreneurs, and founders on the financial complexities surrounding business growth, liquidity events, and the transfer of wealth across generations. He works closely with clients to develop customized liquidity planning, business succession, and intergenerational wealth transfer strategies designed to help preserve and grow family wealth. With more than 25 years of experience in the financial services industry, Jeff brings widespread knowledge and a practical, client-focused approach to wealth management. He began his career as a Financial Advisor with Legg Mason in 1998.

Throughout his career, Jeff has been recognized among the industry’s leading advisors. He was named to Barron’s Top 100 Independent Advisors list from 2015–2024 and was recognized by Forbes as a Best-in-State Wealth Advisor from 2016–2026 and among Forbes’ Top 250 Wealth Advisors in America from 2016–2026. He was also recognized on Barron’s Top 1,200 Financial Advisors list from 2014–2024.

Jeff earned a Bachelor of Science degree with dual majors in Finance and General Business, as well as an MBA in Finance and Entrepreneurship, from the University of Maryland.

He resides in Florida and Maryland with his wife, Marnie, and their dog, Colby. Their daughters, Lindsey and Jessie, live in New York City and Chicago, respectively. Active in both his profession and community, Jeff serves on the Board of Advisors for the University of Maryland’s Dingman Center for Entrepreneurship and mentors incoming members of the Maryland football program. Outside the office, he enjoys spending time with family, staying active, and playing golf.

This Rating is provided on September 16, 2024 by Barron’s. It covers the period of January 1 to December 31, 2023. There was no compensation exchanged in consideration for or the use of this Rating. For more information, please visit Barron’s 2024 Top 100 Independent Advisors.

This Rating is provided on April 7, 2026 by Forbes. It covers the period of July 1, 2024 to June 30, 2025. There was no compensation exchanged in consideration for or the use of this Rating. For more information, please visit Forbes 2026 Best-In-State Wealth Advisors.

This Rating is provided on April 7, 2026 by Forbes. It covers the period of July 1, 2024 to June 30, 2025. There was no compensation exchanged in consideration for or the use of this Rating. For more information, please visit Forbes 2026 America’s Top Wealth Advisors.

This Rating is provided on March 22, 2024 by Barron’s. It covers the period ofJaunary 1 to December 31, 2023. There was no compensation exchanged in consideration for or the use of this Rating. For more information, please visit Barron’s 2024 Top 1500 Advisors.