Rich Jaffé

Rich enjoyed a 40 plus year career in wealth and investment management working with high and ultra-high net worth individuals and their families, family offices, institutional
investors, and private pools of capital. Twenty-six of those years were spent at Credit Suisse and its legacy companies,
Donaldson, Lufkin & Jenrette and Credit Suisse First Boston, where he was most recently Head of Private Banking North America. In that role, he led client facing activities in the US and Canada. He led all aspects of client coverage including regional managers, relationship managers, recruitment, training and development, One Bank connectivity with the Investment Banking Division, Credit Suisse Family Office, and
marketing. Rich was a member of the Private Banking North America Management and Operating Committees, Managing Director Evaluation Committee, and the New Markets
Steering Committee.
 

In addition to his tenure at Credit Suisse, Rich held Private Wealth Advisor, and branch,regional, and national leadership roles at Goldman Sachs, JPMorgan Private Bank,Wells Fargo Advisors, Boston Private, SVB Private, First Citizens Wealth Management,and was a partner at Miller Investment Management, a registered Investment Advisor.Rich received his MBA from the Wharton School of the University of Pennsylvania andan AB in Psychology from Lafayette College.Rich and his wife live in the Western Suburbs of Philadelphia.