With more than fifteen years in financial services, Jeff Kadavy’s professional expertise includes consulting with high-net-worth individuals regarding complex estate and financial planning needs, and administering personal and charitable trusts. He co-founded an employee-owned trust and wealth management firm.
Previously Jeff served as a Senior Vice President for a mid-sized regional bank in Denver, formerly known as Steele Street Bank & Trust, and Managing Director of Trust Services for the largest privately-held bank in the United States. He earned a Bachelor of Arts degree from Oberlin College and a law degree – with distinction – from the University Of Nebraska College Of Law. He graduated with high honors from the American Bankers Association Graduate Trust School, holds the Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers, and completed the Institute for Career Advancement Needs (ICAN) Defining Leadership program.
Jeff is a member of the Rocky Mountain Estate Planning Council, the Denver Estate Planning Council, the Estate Planning Council of Southeast Denver, and is a past vice president of the Northern Colorado Estate Planning Council. In addition, he is an active member of the Colorado Bar Association Trust & Estate Section, serving on its Uniform Trust Code, Uniform Directed Trust Act, and Uniform Fiduciary Income and Principal Act subcommittees. Jeff authored the Directed Trusts chapter for the seventh edition of the Colorado Estate Planning Handbook.