Damian has been a personal financial planner for more than 20 years, serving a broad range of clients, including three generations for some families.
He is a member of the Baltimore CFA society. He earned a bachelor's degree in finance from Towson University in 1993 and his Chartered Financial Analyst designation from the CFA Institute in 1998. He is a member of the Baltimore CFA society, which promotes educational opportunities for, and collaboration among, CFA charter holders.
One of eight children, Damian was born in Warwick, R.I., before his parents moved their family to the Baltimore area. He is married with two grown children.
“I enjoy simplifying the math involved in financial planning. Frankly, investments and insurances don't have to be a mystery either. Making finances clear to our clients and seeing them better secure their family's finances is deeply gratifying.”
Jeff has been an investment analyst and portfolio manager for over 15 years, conducting detailed investment research on all sectors of the economy. He has appeared on Bloomberg TV and Radio, and has been quoted in Bloomberg News, the Chicago Tribune, Crain's Chicago Business, the Baltimore Business Journal, and the New York Times.
He earned a bachelor's degree in finance, summa cum laude, from Towson University in 1997, and earned his Chartered Financial Analyst designation from CFA Institute in 2001. He is a member of the Baltimore CFA society.
Jeff was raised in Olney, Md., and he currently resides in Towson, Md., with his wife and three young children.
“Knowing how to value a business and how to think about market prices are the most important aspects to demystifying investments. My goal is to find growing businesses that trade for less than they are worth.”
As a Financial Planner at Buttonwood, Alex prepares and presents financial plans for clients, constructing cash flow forecasts and analyzing investments, workplace benefits, insurance, taxes and debts.
Alex began as an intern at Buttonwood in 2015 before accepting a full-time position upon graduation. Her interest in finance blossomed in high school, where she worked and saved enough to cover her college costs without any loans.
Alex graduated in 2016 from Towson University with a bachelor’s degree in Finance. She is currently studying for the CFP® certification.
Alex is from Fallston, Md., where her parents raised her and her one sister. She currently resides in Baltimore, Md. In her free time, Alex enjoys volunteering in support of breast cancer awareness and by organizing blood drives for local universities.
“My favorite part of the planning process is creating usable and sensible projections that provide clients clarity into their financial future.”