Jeff Moseley, CFA®

Jeff Moseley is a Partner and Senior Wealth Advisor in the Beacon Pointe Seattle office, where he works with business owners, multigenerational families, and individuals navigating concentrated wealth positions to build comprehensive, goals-driven wealth management strategies. Jeff brings over a decade of experience advising clients across the wealth management industry, including roles at JPMorgan Private Bank in Oklahoma and most recently at BNY Wealth in Seattle, where he managed a client portfolio exceeding $1 billion in assets. His experience spans the full arc of a client’s financial life, from the complexities of business ownership and liquidity events to long-term family wealth planning and the planning challenges that concentrated wealth creates, particularly around diversification and tax-aware transition strategies. As a CFA® charterholder, Jeff combines rigorous investment discipline with a planning-first approach that spans portfolio construction, tax-aware investing, estate considerations, and retirement income strategy. He is committed to delivering advice that is both analytically sound and deeply personal, recognizing that behind every financial plan is a family, a business, or a legacy that matters. Jeff is based in Seattle, Washington, where he has built his career and his community. Outside of work, he is an avid long-distance runner, a volunteer with his local parish, and a passionate fan of the Oklahoma Sooners and the Seattle Mariners, two loyalties that have taught him patience and the value of a long-term outlook.