Jeffrey Pum

Jeffrey Pum

Client Services and Operations Manager

Jeff has been with the firm since 2005 and has worked in the financial services industry for over 15 years. He has been recognized for his accomplishments in operations management and client service. Jeff also serves as Director of Client Services and assists in portfolio trading execution with authorization from John Halleran.

In 1998, Jeff entered the Financial Services industry working for Franklin Templeton Investments in St. Petersburg, FL. In 2005, he moved back to his hometown of Rochester and joined Halleran Financial Group at UBS Financial Services. Jeff enjoys the outdoors, participates in several sports, and is a fitness expert. Jeff lives in East Rochester with his wife Betty, and two stepsons, Ty and Jack.