Jeffrey Beachell

Partner

Jeff has devoted his entire 25+ year career to advising affluent families at Veritable. The rigor with which he approaches client service is remarkable and his clients value his investment acumen and his business savvy. He is a common denominator on the firm’s Executive, Investment and Operating Committees and he leads a six-person investment team.

In his spare time (he seems to live an eight day per week existence), Jeff is raising four daughters and an irresistible Australian Labradoodle named Rufus. He is a member of the Lenfest Foundation board, chairing its Finance Committee, and recently joined the Board of Trustees of his alma mater, Drexel University, where, as an undergraduate, he concentrated in Economics and graduated magna cum laude with a BS in Business Administration. He has a special gift for spotting California vintners before they become renowned and he is an early adopter of technical innovations. He used to mountain bike but we don’t let him do that anymore.