Jeffrey Boland, MBA
Assistant – Private Client Services (PCS)
Jeffrey joined the Executive Wealth Management team early in 2012 while completing his Masters of Business Administration (focusing in Accounting) from Cleary University. While learning the “tricks of the trade” from Gregory J. Barber, Jeffrey has gained the niche for financial planning and is soaking up all the experience and knowledge to become a financial advisor. By helping the EWM Northville branch, Jeffrey works on every day operations, IT work, marketing projects, acts as a liaison, and assists the Private Wealth Advisors manage their time by handling routine client inquires. While residing in Howell, he is often spotted on Lake Chemung boating and doing other water activities when the Michigan weather is right.