Director of Financial Services

Jeff Veltri is the Director of Financial Services for The Trust and is a California CPA and MBA with over 25 years of experience, providing financial services within various industries. He began his career in public accounting at Price Waterhouse, serving clients in: Financial Services, Hi-Technology, Manufacturing, Research and Development and Entertainment.

During the most recent ten years of his career, Jeff also worked in the mortgage industry, leading teams responsible for: continuous improvement, joint venture acquisition, technical accounting, internal audit and as the assistant controller for a multi-billion dollar, privately held company.

Jeff joined The Management Trust in March of 2016, emphasizing the client relationship, talent development and process optimization. Jeff has a passion for wine and enjoys vacationing with his family.