M&A advisers

ListAlpha's guide to top M&A Advisers
Focus on mid-market and large-cap advisory firms for PE clients

Jeff Stannard

Regional Branch Director
Boenning & Scattergood, Inc.
United States
LinkedIn profile link

Bio

Jeff Stannard is the Regional Branch Director at Boenning & Scattergood, Inc., a position he has held since February 2022. Based in Malvern, Pennsylvania, Jeff has extensive experience in the financial services industry. Prior to his current role, he served as the Managing Director of the Private Client Group at Boenning & Scattergood from September 2019 to October 2023.

Jeff's career also includes significant roles at Wells Fargo Advisors as a Regional Brokerage Manager, UBS as a Complex Director, and Morgan Stanley where he held multiple positions including Complex Director and Associate Regional Director.

With a career spanning over three decades, Jeff has developed a deep expertise in managing and directing financial services operations.

Tags

Financial Services
Wealth Management
Investment Banking
Brokerage
Private Client Services

Experience

Boenning & Scattergood
Regional Branch Director
2022-02-01
Boenning & Scattergood, Inc.
Managing Director, Private Client Group
2019-09-01
2023-10-01

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