J E F F R E Y  A.  S C A L E S,
CFP®, AIF®, MBA Certified Financial PlannerTM Practitioner
Accredited Investment Fiduciary®

M A N A G I N G  P R I N C I P A L

For most of my life, I’ve sought to fulfill the ideal of making the world a better place.   In that endeavor, I’ve survived both personal and educational challenges, yet in the end am grateful for the positive impact I’ve had on my sons, our clients, staff, and community.

My professional education included undergraduate and graduate degrees from the University of New Mexico. Later, I earned the CERTIFIED FINANCIAL PLANNERTM practitioner certification and then the Accredited Investment Fiduciary® designation. I am also a member of US SIF, the Forum to Sustainable and Responsible Investments, which helps keep us connected with the latest developments in environmental, social, and corporate governance issues, and active participation in lobbying efforts to support these policies.

In addition to professional development and continuing education, I stay involved in local and global community organizations. I serve as the Chairman of Rhinebeck Rotary Club’s International Committee to support our club’s world service projects. This includes my travels each year with students from Rhinebeck High School’s Interact Club to participate in hands on projects to help construct classrooms, prepare gardens and build school cafeterias in rural areas of Nicaragua. It’s a truly life-changing experience for all of us – young and old.

The difficulties faced by families impacted by the emotional and financial toll of dementia is something all too familiar to me. And as one of the founding co-presidents of the Mid-Hudson Chapter of the Alzheimer’s Association over 25 years ago, I continue my support, and familiarity with strategies to help protect the financial condition of families overwhelmed by this disease.

In addition, I serve on the Advisory Board of Bard Center for Environmental Policy, an innovative graduate program at Bard College that offers MS degrees in environmental policy and in climate science and policy, that creates wide-ranging opportunities for both students and the community in the service of building a sustainable future.

Since 2007 I’ve made my home in Tivoli (iloviT), New York, near the Hudson River waterfront, where I am often seen kayaking at dawn or sunset. Tivoli isn’t too far from our office in Rhinebeck, which is just half a block from Upstate Films, where I often escape to enjoy an Indie or foreign film, or challenging documentary. My sons Will and Aaron are successfully pursuing their own careers in Washington, DC and Palo Alto, CA respectively, yet we periodically unite for exciting excursions. We also thrive on preparing for one another a great home-cooked meal – all three foodies—and enjoying a scotch with warm stimulating conversation.