David B. Gross — Managing Director Wealth Management · Jefferies Group LLC Investment Bank

David B. Gross — Managing Director Wealth Management · Jefferies Group LLC Investment Bank · Greater Chicago Area.

Direct contact

No direct contact on file for David yet.

About

David Gross is a Managing Director for Jefferies Private Wealth Management in the Chicago office. He is the senior member of the team joined by Associates'

Robert Mulcahy and Patrick Buckley. Prior to Jefferies David was associated with some of the most noteworthy private and investment banks on Wall Street including Bankers Trust, Credit Suisse, Schroders and U.S. Trust. David has a BA in Economics and MBA in Finance from the University of Michigan.

Experience

Managing Director Wealth ManagementCurrent
Jefferies
Mar 2011 – Present
Managing Director
Jefferies · Greater Chicago Area
Mar 2011 – Present
David is a Senior Private Client Advisor in the firm's Chicago office and works with family offices, entrepreneurs, executives and small institutions. Jefferies Private Wealth Management provides full-service investment solutions for entrepreneurs, high-net-worth individuals, families and their companies. This includes tax-exempt entities such as foundations and endowments where we may serve in an advisory or consultative role. Jefferies PWM offers individualized, innovative solutions for our clients, including discretionary and open architecture asset management, giving our clients access to the most attractive independent managers and investment products in the markets today. Additionally, as a division of Jefferies, we bring the Wealth Management Firm’s complete institutional capabilities to our wealth management clients, including Jefferies’ world-renowned sales & trading platform. Our goal is to deliver the best continual service via our highly experienced wealth management team. Jefferies LLC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Jefferies LLC will not accept purchase or sale orders via LinkedIn or its messaging systems and is not responsible for content posted by third-parties. Jefferies LLC does not provide tax or legal service – please consult a tax advisor.