Jeff Liguori

Jeff Liguori is Managing Director and co-founder of Napatree Capital LLC, an independent investment management and wealth advisory boutique based in Providence, RI. In his role, he leads the firm's investment strategy, oversees business development, and manages client relationships across a diverse portfolio of high net worth individuals, entrepreneurs, business professionals, and institutional clients. He specializes in active management of stocks, bonds, and funds, and provides in-depth advisory services regarding asset allocation, tax considerations, retirement planning, and risk management.

Liguori's investment expertise spans over 23 years, with a focus on portfolio management for high net worth and institutional clients. Previously, he served as Managing Director and Chief Investment Officer for Olson Mobeck Investment Advisors, where he directed investment process and market integration, and managed assets at Washington Trust Wealth Management, including heading a dividend growth strategy. His career also includes roles as an equity and risk arbitrage trader at Boston investment banks and associate portfolio manager at a private family office in California.

He holds an MBA from Babson College and a BS in Finance from Boston College, and is recognized as a Chartered Market Technician (CMT). Liguori is noted for driving significant growth in assets under management at Napatree and successfully integrating new teams and strategies. His sector focus includes equities, fixed income, and tailored solutions for concentrated equity holders and emerging endowments, as well as advising on comprehensive financial well-being for clients across New England.