Jeff is a Financial Advisor and Certified Financial Planner (CFP®) with Morgan Stanley Smith Barney. He works with investors and their families to manage their personal wealth and partners with nonprofits to optimize the philanthropic potential of their donors.
In addition to working with GWLN, Jeff works with many other organizations, including the Salvation Army, One World Children’s Fund, the Big Turtle Fund (sea turtle research and environmental education), and numerous organizations working in Africa.
In 2006, Jeff and his wife, Shirley Chen, Ph.D, Esq., developed their “Little Eagle Scholarship Program” to support talented, disadvantaged students at Shirley’s high school in rural Southern China. In 2008, Jeff co-founded the forum “Continuing the Conversation” focusing on issues facing Silicon Valley magnified by the 2008 Financial Crisis. While at a GWLN event in September of 2009, Jeff had the idea to develop a network to promote synergy between people and organizations working in Africa; he founded a group called “Collaborate for Africa.”