Rob Jeffers Portrait

Robert J. Jeffers

Chief Operating Officer

Education

Wharton School at the University of Pennsylvania, MBA
University of California at Berkeley, BA in Political Economics of Industrial Societies

Focus Area

As Chief Operating Officer, Rob is responsible for the oversight and direction of the operations, technology and tax services of the company. His goals include ensuring a high level of customer service while maintaining a risk controlled environment.

Experience

Prior to joining Fiduciary in 2017, Rob was the Head of Wealth Custody Services at State Street Bank & Trust. Previously, he held several senior roles during his 17 years at Deutsche Bank, including Head of U.S. Private Wealth Management Operations, Global Head of HR Operations ex-Germany, as well as roles leading high-net-worth advisors and trust officers.

Community Involvement

Affordable Housing Committee, Cohasset – Vice Chairman
Jersey Cares – Former Chairman of the Board

Personal

Rob and his wife spend their free time raising their two young daughters. He is an avid runner, completing several marathons and attempting to run at least one mile a day for a year. Rob also completed a trans-continental bicycle journey from Maine to Washington State via Colorado and Canada.

Education

Wharton School at the University of Pennsylvania, MBA
University of California at Berkeley, BA in Political Economics of Industrial Societies

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