Jeffrey Titus

Jeff brings clients more than 30 years of deep and wide-ranging experience in wealth management, technology, and employee benefits. He shares an entrepreneurial spirit with many clients he has served for decades. Jeff has also been named to the Forbes Best-In-State Wealth Advisors list from 2022-2024.

Jeff joined Rockefeller Global Family Office as Managing Director of Titus Wealth Partners. Prior to joining Rockefeller, Jeff was a Managing Director and Wealth Partner at J.P. Morgan Chase, after serving as a Managing Director and Wealth Manager at First Republic for eight years. Prior to that, he was a Director at Credit Suisse Private Bank USA, serving individual and institutional clients. In 2005, Jeff began his wealth management career as a financial advisor at Bernstein Global Wealth Management.

Jeff earned a B.A. in Economics from the University of Massachusetts, Amherst.

Jeff and his wife, Michelle, are the proud parents of three sons. They make their home in Sudbury, Massachusetts, where Jeff is an active runner, avid reader, and frequent road-tripper to college lacrosse games.

Over the years, Jeff coached his sons and served on the board of Sudbury Little League. He is also past President and eight-year member of the executive committee of the Estate and Business Planning Council of Worcester County. Jeff currently serves on the Investment Committee of the MetroWest Health Foundation.

*The Forbes Best-In-State Wealth Advisors rankings discussed above were designated between 2022-2024 and last for a period of one year until new rankings are released.

Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.